Customer Template Maintenance

Window Details
	Navigation
	Overview
	Fields

Related Topics
	CRM Company Options		Customer Maintenance

Navigation

Select Customer Relationship Management Main menu > Customer Template Maintenance.

Overview

Use Customer Template Maintenance to define sets of default values to use when new Accounts Receivable customers are created from Sage CRM companies. Accounts Receivable customers can be created individually from Sage CRM, or you can create them in batches using the Customer Relationship Management Wizard.

In CRM Company Options, you can allow Sage CRM users to use only the specified default template when creating new Accounts Receivable customers, or allow them to select any template defined in this task. The Default template is a predefined set of values that can be changed but not deleted. You can maintain multiple customer templates with default values to use for new Accounts Receivable customers created from Sage CRM.

After a new customer is created, the default values can be changed for the customer in Accounts Receivable Customer Maintenance.

When new customers are created, information such as the customer name, address, and primary contact are taken from the Sage CRM company from which the customer is created.

Fields

Customer Template	Credit Hold
Description	Open Item Customer
Terms Code	Finance Charge Rate
Ship Code	Sort
Price Level	Customer Type
Discount Rate	Batch Fax
Payment Type	Statement Cycle
Credit Limit	Print Dunning Message