Customer Relationship Management Setting
One record per company. It holds the company's own defaults for the CRM screens: the value a field starts with, and whether it is mandatory, read-only or hidden.
What it is for
The CRM screens are the same for every company in the system. This record is how one company makes them its own without changing them for the others: a lead that should start in a given currency, a field that should be compulsory, a heading the company does not use.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Legal Entity | The company the setting is for | Required. One record per company |
| Required Lines | Meant to show or hide the Line Details tab of a lead | The CRM Lead screen has no tab of that name any more, so on it this tick changes nothing; a CRM lead always needs at least one line. The lead screen of the Sales module still reads it |
Default Parameters
One line per field to set.
| Column | What it means | What to put |
|---|---|---|
| Processcode | The screen the line is for | See the note below |
| Object No | The field on that screen | Picked from the screen's fields |
| Value | The value the field starts with on a new document | For example a currency code for the lead's Currency |
| Mandatory | The field must be filled | Tick to make it compulsory |
| Disable | The field is shown but cannot be changed | Tick to lock it |
| Hidden | The field is not shown | Tick to hide it. On the lead, hiding the Vendors, Distributors, Collaborators or Business Area heading hides its list too |
The Processcode list offers the wrong screens
As shipped, the Processcode lookup on this grid lists the Service Management screens, not the CRM ones. A line for the Lead screen cannot be picked here today. Ask your Businessflo support to add the line, or to correct the lookup.
How to configure it
- Default currency for leads. A line for the Lead screen, field Currency, Value the currency code.
- Hide distributors for a company that sells direct. A line for the Lead screen, field Distributors (the heading), Hidden ticked.
What it is connected to
- Lead - reads these defaults when a lead is created.
If something looks wrong
- Saving says the Legal Entity already exists. A company has one setting record. Open the existing one.
- Ticking Required Lines changes nothing on the lead. It is not read by the CRM Lead screen.