Main Tab

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Use the Main tab to select the default record view to be used for selection on the entry of each maintenance form. This setting works with security.

The Main tab contains a number of default settings which apply to the Contacts and Relationship module:

• The ability to link a Contact to an AR Customer
• Default Organisation and Contact Relationship
• Default Communication Status

The Contacts Maintenance form, Information tab, makes use of the Salutation field. The Salutation determines the way a Contact is addressed by Greentree Desktop. You can select the default Salutation to be used, either formal, casual or other. If other is selected, you have the opportunity to enter a Salutation.

Organisation and Contact Hierarchy Display

Greentree Desktop displays the Organisation hierarchy chart on the Organisation and Contact Maintenance forms. If you have a great number of Contacts per Organisation then you can turn this display off. The settings on the Module Control Main tab allow you to toggle these settings.

Location-Organisation Relationship

The Location-Organisation Relationship determines whether there is a link between the Organisation and a Location. If so, whether the link allows for one or multiple Organisations to be linked to a Location.

During Location Maintenance, you can select the Primary Organisation, and other valid Organisations for the Locations. This setting determines which of these fields is available during Location Maintenance.

Attachments

You can add attachments throughout CRM, which compresses and stores those attachments in the JADE database. This tab enables you to indicate that Attachments must be stored outside of the database. External Attachments are saved on the operating system, with a small pointer from within the JADE database to the external file. You can indicate the external location.

You can also indicate how Greentree should manage the source file. Select the Attachments link to view detail on the Internal and External save of Attachments.

View

Select which records you want displayed as a default on first opening any Maintenance form. Select the value from the dropdown list.

The View item does not change the Security settings per user. The View item is an additional Security option.

Default Salutation

Select the default Salutation to use with Contacts from the dropdown list. The Salutation displays how the Contact is addressed. It is also used during automatically create of letters and mail merge.

• Formal - The Salutation consists of the Title, followed by the second word in the Name, for example Mr. Smith.
• Casual - The Salutation consists of the in the Name only, for example Bob.
• Other - You can update the Salutation. This is useful for dealing with hyphenated names, or names that do not conform to the words.

The default Salutation is used and displayed on the Information tab of the Contact Maintenance form.

Default Communication Status

Select the default status to use for Contacts and Relationships (Communications of Type General) module.

Default Organisation Relationship

Select the default Relationship to be used on the Organisation Maintenance form.

Default Contact Relationship

Select the default Contact Relationship to be used on the Contact Maintenance form.

Allow Contact to Customer Link

Select to link Contacts to AR Customers.

A Contact must belong to an Organisation. If you have a number of Individuals, you can create a 'Non-applicable' Organisation to link these Individuals to. Having Contact to Customer link selected enables you to Convert a Quote to Sales Order/Invoice, addressed to the Contact.

Use CRM team for creating new Customer

If you select this option, Greentree does:

• When a CRM Organisation is converted to an AR Customer, Greentree checks to see what the CRM Organisation's Assigned Team is. It then checks to see if the exact same Team is defined in Greentree. This check is not case sensitive.
• If the team exists, then the AR Customer is created with the same Team as the CRM Organisation.
• If a matching Team does not exist, then no update of Assigned Team from CRM is performed.

Organisation Hierarchy Display Default

This setting determines the behaviour of the Organisation hierarchy on selection of an Organisation in the Organisation Maintenance form.

• Organisation Chart - The selected Organisations' chart displays, including Organisations and Contacts.
• Grouping - All defined Organisations displays.
• None - The Organisation chart will not be displayed. This setting is useful when you have an Organisation with many Contacts.

Contact Hierarchy Display Default

This setting determines the behaviour of the Organisation hierarchy on selection of a Contact in the Contact Maintenance form.

• Organisation Chart - The selected Contact's Organisation chart displays.
• None - The Organisation chart will not be displayed. This setting is useful when you have an Organisation with many Contacts.

Location - Organisation Relationship

Select one of these:

• None - Select if there is no relationship between Location and Organisation. If selected, the Valid Organisation tab on Location Maintenance will be disabled. You are also able to select any Location and any Organisation.
• One Organisation for each Location - Select if there can be only one Organisation per Location. If selected, the Primary Organisation field will be available, but the Valid Organisations tab will be disabled.
• Many Organisations for each Location - Select if there can be many Organisations for each Locations. If selected, both the Primary Organisation field and Valid Organisation tab on Location Maintenance will be available.

Save Attachments Externally

Select this option to save Attachments outside of the JADE database. If not selected, Attachments are saved in the JADE database.

External Location

You must indicate the Location where Attachments must be saved if 'Save Attachment Externally' is selected. You can either enter the location in this field or navigate to the location.

Never Delete Source

Select if the original file selected as an attachment, should remain. If selected, a copy of the source file will be attached within CRM. The source file remains unchanged.

Always Delete Source

Select if the original file used as attachment must be deleted. If selected, CRM will contain the only version of the source file.

Warn Before Delete

Select if you require a prompt to display, confirming the delete of the source file. If selected, a warning message displays. The warning message requests confirmation to delete and lists the source file name.

Maximum Attachment Size

Enter the maximum size that is allowed for attachments. This must be between 1 and 999,999,999.

Default Enquiry Only Open

Select if you want the Only Open option to be selected by default for all Enquiry forms.

Default Organisation Enquiry Subject

The default Organisation Enquiry Subject is used to pre-fill the Subject field on the Enquiry tab of the Organisation Maintenance form. Select the default Enquiry Subject from the list containing the possible Subjects.

Default Contact Enquiry Subject

The default Contact Enquiry Subject is used to pre-fill the Subject field on the Enquiry tab of the Contact Maintenance form. Select the default Enquiry Subject from the list containing the possible Subjects.

Company Email Address

Enter a company email address. The entered email address identifies which company the emails are filed against.

If the selected 'Exchange Account' is system or company, a mandatory email address is required.

Default FROM User

Enter a default user. When an inbound record is filed each record created has an assigned user. This is determined by the FROM email address of the email that is filed, and finding a matching email address defined in My Outlook Email in User Preferences. If no match is found, the default FROM user is assigned to all created records and attachments.

FROM user is mandatory as it used in creation of inbound records and attachments.

Exchange Account

This option determines whether the user name and password is at a System or Company level, or Disabled. If you select:

• System, the Exchange user name and password is obtained from System Options.
• Company, an Exchange user name and password is required.
• Disabled, an Exchange user name, password, company email address and from user is not required. No emails will be filed to this company.

Enter a valid user name and password to an Exchange Account that has sufficient privileges to access other exchange accounts. The exchange account is used to connect from Greentree to exchange.

The exchange account used to access the company account must have correct privileges otherwise Greentree will not retrieve any emails.

Username

Enter the Exchange user name

Password

Enter the Exchange password.

Confirm password

Re-enter the password. If the entered and confirm password do not match, an error message displays.

password and confirm password is encrypted on initial save and displays as ***, reloading the form displays the passwords as blank.

Test

Select this option to confirm user name and password is valid. If the entered user name and password are valid, a confirmation displays.

If the password is invalid, an error message displays.

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