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Detta avser program version 6.2  

Introduction to Customer, Supplier and Contact Person Settings

Settings concerned with Contacts and Contact Persons are located in the Contact module. Use the [Module] button in the Master Control panel to ensure you are in this module and then click the [Settings] button, also in the Master Control panel. You can also use the Ctrl-S (Windows) or ⌘-S (Mac OS X) keyboard shortcut. The 'Settings' list opens, listing the settings to be found in the Contact module:

To work with a particular setting, double-click the relevant item in the list.

Please click the links below for details about each setting concerned with Customers, Suppliers and Contact Persons:

• Classification Types
  

• Contact Classifications
  

• Customer Categories
  

• Delivery Modes
  

• Delivery Terms
  

• Info on Customer Status Report
  

• Job Descriptions
  

• Normalized Phone Numbers
  

• Payment Terms
  

• User Defined Fields - Contacts

See also:

• Settings in Standard CRM

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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