General Tab

Reminder Engine

You can indicate whether or not internal CRM Reminders on Appointments and Follow-ups are enabled or disabled. The Reminder engine is active during the time frames entered and serves as a polling agent checking for reminders at time intervals specified on this form. In the event of the re-booting the Server for maintenance or any other reason, the Reminder Engine will start.

You must have a task processor defined to receive the reminders generated by the Reminder Engine.

Telephony

If you are using Telephony software, you can select the batch file using standard Windows 'File Open' dialog. Every time that you use the 'Dial' button, Greentree will see this setting to complete the task.

COM Interface

The Excel interfaces use the cell formatting contained in the spreadsheet for numeric values. The Word interface uses the number of decimals entered in the System options.

If you select four decimals, then all Word interfaces will output four decimals for all integer fields.

Outlook Templates

You can publish Appointments and Follow-ups to Outlook at set intervals (set in User Preferences > CRM > Outlook) or as you must through CRM > Relationships > Outlook > Publish Appointments/Follow-ups. The Outlook Templates determine which fields are published. If no template exist, then Greentree publishes: Subject, Location, Start Date and Time, End Date and Time, Detail.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Enable Reminders

If you want to enable the CRM Reminder engine and want to receive a Reminder for Appointments and/or Follow-ups, select this field. If selected, the Reminder engine will poll according to the time frames specified in the remaining fields. Whilst polling, it checks whether Reminders have been set on Appointments and Follow-ups and send Reminders to you according to the timeframes indicated on the Appointment and Follow-up Maintenance forms.

Reminders

The Hours from and to fields capture the period that the Reminder engine will be active. The time is entered in a 24 hour clock format. The Interval field captures the number of minutes between each Polling. For example, if you specify 20 minutes, the Reminder Engine will poll three times every hour.

Telephony File

If you have telephony software loaded, indicate where the software has been installed by clicking the Select button.

Decimal Places

Word COM interfaces use the number of decimals entered in this field. For example, if you specify four decimal places, then all Word interfaces will output four decimals for all integer fields.

The Excel interfaces use the cell formatting contained in the spreadsheet for numeric values.

Outlook Templates

Publish Appointments and Follow-ups use these Template fields to determine the detail to be published to Outlook. If no template exist, then Greentree publishes:

Appointments - Subject, Location, Start Date and Time, End Date and Time, Detail.
Follow-ups - Subject, Due Date, Start Date and Detail