CRM Company Options Home | FAQs & Troubleshooting

 

Window Details			How Do I...
	Navigation			Set Up Customer Relationship Management for a New Company
	Overview
	Fields

 

Related Topics
	CRM Activity Log		Salesperson Maintenance
	Customer Relationship Management FAQs		Salesperson User Mapping
	Accounts Receivable Options		CRM Server Options

 

Navigation

Select Customer Relationship Management Main menu > CRM Company Options.

This task is available only if the Accounts Receivable and Sales Order modules are set up, the Salesperson Commission Reporting check box is selected in Accounts Receivable Options, and at least one Sage CRM instance has been created in CRM Server Options.

Overview

Use CRM Company Options to define various options for the current Sage 100 company and a corresponding Sage CRM installation (designated by its instance ID). Available options include whether customers can be created from Sage CRM, whether opportunities can be created on the fly, and whether Sage CRM records are automatically created when creating certain records in Sage 100.

Fields

 

Sage CRM Instance ID	Update Partially Invoiced Orders in Sage CRM
Allow Customer Creation from Sage CRM	(Automatically Create Sage CRM Records When Adding New) Customers and Primary Contact
Automatically Assign Customer Number	(Automatically Create Sage CRM Records When Adding New) Additional Contacts
Default Customer Template	(Automatically Create Sage CRM Records When Adding New) Ship-to Addresses
Allow Customer Template Selection from Sage CRM	Reports Folder
Prospect Customer Number	Reports Portal
Allow On-the-Fly Opportunities