Contacts module settings
List of paragraphs:
System settings help you to set up the system according to your needs.
Choose Setup > Contacts to create your own contact category or type.
Contact group
You can select Contact group when creating a new customer:
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- In order to add more choices to Contact group, click Setup > Contacts > Contact group;
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- Select New contact group:
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- Fill in the details;
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- Click Save.
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- Use Actions to edit or delete value:
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Contact types
You can identify Customer type when creating a new customer:
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- To add more options for Customer types, select Setup -> Contacts -> Contact types.
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- Click New contact type:
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- Fill in the information and click Save.
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- In order to edit or delete type, use Actions menu.
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Contact levels
When creating a new contact, enter contact level:
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- Contact level indicates when to create an automatic task if the client hasn't bought anything from you for X days. To enter new contact level, select Setup> Contacts > Contact level and click New value:
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- Insert name and specify number of days - if there are no invoices in the system for this customer for X days, system will create an automatic task that indicates for how long client hasn't bought anything.
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- Press Save. In order to edit or delete value, use Actions menu:
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Activities
When creating new customer, there is an opportunity to select Activities.
To add more Activities to the list, select Setup -> Modules picklists -> Activities.
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- Click New value:
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- Enter the information required and press Save.
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- Select default value if needed.
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- In case you want to hide value from the list, but don't want to lose related history, mark it inactive.
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- To edit or delete the value, use Actions menu.
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- To create a new relation type, clik New value:
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- Enter the information required and click Save.
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- Set as default value if needed.
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- In case you want to hide value from the list, but don't want to lose related history, mark it inactive.
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- To edit or delete the value, use Actions menu:
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Relation types
Contacts can be linked to other contacts through relations. You can create and edit the values of relations between legal entities by choosing System setup > Contacts > Juridical relation types, and you can create and edit the values of relations between Physical persons by choosing System setup > Contacts > Physical relation types.
