Customer Management Preferences

The numbering sequence to be used to assign IDs to cases.

This box is available only if the Case Management feature is enabled on the Enable/Disable Features (CS100000) form.

The numbering sequence to be used to assign identifiers to opportunity-based sales quotes.

This box is available only if the Sales Quotes feature is enabled on the Enable/Disable Features form.

The case class to be inserted as the default class for a new case that is created on the Cases (CR306000) form. A user can override the default class in a new record.

This box is available only if the Case Management feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the Estimates tab is displayed for opportunities on the Opportunities form and the estimate value is added to the opportunity totals.

This box is displayed only if the Estimating and the Manufacturing features are enabled on the Enable/Disable Features (CS100000) form and all the required settings are filled in on the Estimate Preferences (AM103000) form.

A check box that indicates (if selected) that the Configure button is enabled on the Details tab of the Opportunities form for stock items with an active configuration ID, which is specified on the Manufacturing tab of the Stock Items (IN202500) or Item Warehouse Details (IN204500) form.

This box is displayed only if the Product Configurator and the Manufacturing features are enabled on the Enable/Disable Features form.

A check box that determines how the calculation of the validation scores is performed for a pair of record types on the Duplicate Validation (CR103000) form. The grams are calculated as follows, depending on the state of the check box:

• Selected: When a validation score is calculated for a record, the system checks whether the record fields with score weights have values in the new record. If all the fields have values, the validation score is the total sum of the grams (that is, the recalculated score weights specified in the Score Weight column of the table on the Duplicate Validation form). If a field with a score weight in the new record is empty, the system sets the score weight for this field to 0 and recalculates the score weights of the remaining populated matching fields. The fewer populated fields, the higher the value of the recalculated score weights for other fields. In this case, the sum of grams must be equal to the threshold value that is defined in the Validation Score Threshold box on the Duplicate Validation form.
• Cleared: The validation scores are calculated according to the duplicate validation rules specified for the pair of records and do not depend on the number of the empty matching fields that the system has checked for duplicates in the record.

A check box that indicates (if selected) that notes attached to the original entity—such as a lead, contact, sales quote, or opportunity—will be copied to new entities created from the original entities.

The following notes will be automatically copied:

• Notes from a lead to a new opportunity, business account, or contact that is created based on the lead
• Notes from a contact to a new business account that is created based on the contact
• Notes from a sales quote to a new contact, business account, invoice, or sales order that is created based on the sales quote
• Notes from an opportunity to a new contact, business account, sales order or invoice that is created based on the opportunity

A check box that indicates (if selected) that files attached to the original entity—such as a lead, contact, sales quote, or opportunity—will be copied to new entities created from the original entities.

The following files will be automatically copied:

• Files from a lead to a new opportunity, business account, or contact that is created based on the lead
• Files from a contact to a new business account that is created based on the contact
• Files from a sales quote to a new contact, business account, invoice, or sales order that is created based on the sales quote
• Files from an opportunity to a new contact, business account, sales order or invoice that is created based on the opportunity

The default rate type for the currency used in CRM.

This box is displayed only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form

A check box that indicates (if selected) that you can override the default currency rate for CRM.

This box is displayed only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form

The map to be used for the automatic assignment of leads. You can create and modify the assignment rules by using the Assignment and Approval Maps (EP205500) form.

This assignment map is used by default for a lead if no other assignment map is specified on the Lead Classes (CR207000) form for the lead class of the lead.

The map to be used for the automatic assignment of contacts. You can create and modify the assignment rules by using the Assignment and Approval Maps form.

This assignment map is used by default for a contact if no other assignment map is specified on the Contact Classes (CR205000) form for the contact class of the contact.

The map to be used for assigning business accounts. To view and modify the assignment rules, use the Assignment and Approval Maps form.

This assignment map is used by default for a business account if no other assignment map is specified on the Business Account Classes (CR208000) form for the business account class of the business account.

The map to be used for the automatic assignment of opportunities. To view and modify the assignment rules, use the Assignment and Approval Maps form.

This assignment map is used by default for an opportunity if no other assignment map is specified on the Opportunity Classes (CR209000) form for the opportunity class of the opportunity.

The map that defines assignment rules for cases. To view and modify the assignment rules, use the Assignment and Approval Maps form.

This box is available only if the Case Management feature is enabled on the Enable/Disable Features form.

The notification template that the system uses to generate notification emails for employees who approve quotes. An employee receives an approval notification when a quote requires approval from this employee. You can select a predefined notification template or use the Email Templates (SM204003) form to create a new notification template.

The way the system specifies recipients in the generated email.

The following options are available:

• Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected email template, if one has been specified for the mailing, and from the Default Recipients table on this tab.
• Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Default Recipients table on this tab. The recipients specified in the email template or report associated with the mailing will not be included in the generated email.

The type of contact to receive the mailing.

This box contains one of the following options:

• Account Email: The contact specified as the customer's primary contact
• Employee: The employee of your company who handles the documents of sales contacts
• Contact: The contact specified as the customer's contact
• Account Location Email: The contact specified as the customer's shipping contact

The mailing recipient.

A recipient can be specified only if Contact or Employee has been specified in the Contact Type column. This recipient will by default receive emails with documents of all customers of the class.