Customer Options

Go to: Customer > Customer Options

 

Age Analysis Method:

Select month, if you want to specify a month that is not a calendar month. Example: If you send your customer statements on, for e.g. the 25th of each month.

Example: Say today's date is the 27th of August and your Default Statement Date is the 25th, then your periods will be as follows:

 

Current from 26th July   - 25 August

30 days         26th June - 25 July

60 days         26th May -  25 June

etc.

 

Select Calendar Month if you work in calendar month's. Most companies use this option. The Default Statement Day will have no effect. When you print your age analysis, choose the last date of the month, example 31st August. All transactions bought in August will now fall under Current.

 

Set security for SMS/Text Templates:

This will allow you to prevent certain groups from using, creating or editing templates used for SMS messages, email messages, job cards etc.

Set Security: Quick Add Customer

 

Follow-up Pop-up. Select if you wish to get a warning of any uncompleted conversations (conversations which have not as yet been followed up and or resolved).

 

The warning will appear on your screen as follows:

Click on the Flag to get a list of outstanding conversations

 

Update customer sales pipeline, only by conversation.

You can't directly change the sales pipeline status in the classification tab. The status will be set via Conversations

 

 

Please note that all fields where the background is green is a local setting, thus each computer can have a different setting. Blue coloured fields are server settings and will apply to all of the computers.