Main Tab

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

Organisation and Contact Hierarchy Display

Greentree Desktop displays the organisation hierarchy chart on the Organisation and Contact Maintenance forms. If you have a number of contacts per organisation, then you can turn this display off. The settings on the Module Control Main tab enable 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 more organisations to be linked to a location.

You can select the primary organisation, and other valid organisations for the locations. This setting determines which of these fields are available during location maintenance.

Attachments

You can add attachments throughout CRM, which compresses and stores those attachments in the JADE database. Use this tab to indicate that attachments must be stored outside of the database. External attachments are saved on the user's workstation, with a small pointer from in the JADE database to the external file. You can indicate the external location.

You can also indicate how Greentree Desktop should manage the source file. Click the Attachments link to view detail about attachments.

View

Select which records you want displayed as a default when you open any maintenance form. Select the value from the dropdown list.

Default Salutation

Select the default salutation to use with contacts from the dropdown list. The salutation is how the contact is addressed and is used when creating letters and doing a 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 when dealing with hyphenated names, or names that do not conform to the words.

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

Default Communication Status

Select the default status to use with the Contacts and Relationships modules.

Default Organisation Relationship

Select the default relationship to use on the Organisation Maintenance form.

Default Contact Relationship

Select the default contact relationship to use on the Contact Maintenance form.

Allow Contact to Customer Link

Select this option to link contacts to AR customers.

Note: 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. Selecting this option enables you to convert a quote to a sales order or invoice, addressed to the contact.

Use CRM team for creating new Customer

If you select this option, Greentree Desktop does:

• When a CRM organisation is converted to an AR customer, Greentree Desktop checks to see what the CRM organisation's assigned team is. It then checks 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 when you select an organisation on the Organisation Maintenance form.

• Organisation Chart - The selected organisation's chart displays, including organisations and contacts.
• Grouping - All defined organisations display.
• None - The organisation chart is not displayed.

Contact Hierarchy Display Default

This setting determines the behaviour of the organisation hierarchy when you select a contact on the Contact Maintenance form.

• Organisation Chart - The selected contact's organisation chart displays.
• None - The organisation chart is not displayed.

Location - Organisation Relationship

Select:

• None - No relationship between location and organisation. If you select this option, the Valid Organisation tab on the Location Maintenance form is disabled. You can also select any location and any organisation.
• One Organisation for each Location - There can be only one organisation per location. If you select this option, the Primary Organisation field is enabled, but the Valid Organisations tab is disabled.
• Many Organisations for each Location - Many organisations for each locations. If you select this option, both the Primary Organisation field and Valid Organisation tab on Location Maintenance are enabled.

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 if 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 this option if the original file selected as an attachment, should remain. If you select this option, a copy of the source file is attached within CRM. The source file remains unchanged.

Always Delete Source

Select this option if the original file used as attachment must be deleted. If you select this option, CRM contains the only version of the source file.

Warn Before Delete

Select this option if you require a prompt to display, confirming the delete of the source file. If you select this option, a warning message prompts you for confirmation to delete and lists the source file name.

Maximum Attachment Size

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

Default Enquiry Only Open

Select this option 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 on the Organisation Maintenance form. Select the default enquiry subject from the list.

Default Contact Enquiry Subject

The default contact enquiry subject is used to pre-fill the Subject field on the Enquiry tab on the Contact Maintenance form. Select the default enquiry subject from the list.

Company Email Address

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

Note: 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 on the User Preferences form. If no match is found, the default FROM user is assigned to all created records and attachments.

Note: The FROM user is mandatory because it used to create inbound records and attachments.

Exchange Account

Select:

• System, the Exchange user name and password is from the System Options form.
• 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 is 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 Desktop to exchange.

Note: The Exchange Account used to access the company account must have correct privileges otherwise Greentree Desktop does 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.

Note: Password and Confirm Password are encrypted when you save them and display as ***. Reloading the form displays the passwords as blank.

Test

Select this option to confirm that the user name and the password are valid. If they are:

• Valid, a confirmation message displays.
• Invalid, an error message displays.

• CRM Security
• Contact Relationship Maintenance
• Inbound Emails
• System Options

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