Routines - Settings
This command opens the 'Settings'
list window where you will find an alphabetical list of the settings that are available in the current module. Settings allow you to tailor certain aspects of the program's operation to your requirements, and to supply information to be used throughout the program.
The contents of the 'Settings' list window vary according to the module selected. The illustration below shows the different settings in the System (on the left) and Contact modules (if you have any Value Packs or Extra Features, you may see more settings than are shown in the illustration).
Choose an entry in the list by double-clicking it, or by selecting it and pressing the Enter key. Settings are described individually in the appropriate sections of these web pages.
Types of Setting
The settings in Standard CRM can be divided into three groups:
- Settings of the first type take the form of a single screen where you can set preferences to determine exactly how Standard CRM is to operate in a certain situation. Examples of such settings include Configuration, Company Date and Numeric Format, and Company Info.
When you open one of these settings from the 'Settings' list, you can change any of the fields as required. To save changes and close the window, click the [Save] button. To close the window without saving changes, click the close box.
- Settings of the second type contain a number of records that are displayed in a grid. Each row in the grid represents a separate record. Examples of such settings include Quotation Classes and VAT Codes.
When you open one of these settings from the 'Settings' list, you can change any of the fields in the existing records as required. To add new records to the list, click in any field in the first blank row and enter appropriate text. To remove a record, click on the row number on the left of the row containing the record and press the Backspace key. To insert a row, click on the row number where the insertion is to be made and press Return. To save changes to all records in the grid and close the window, click the [Save] button. To close the window without saving changes, click the close box.
When working in one of the main registers, you may need to refer to a particular record in a setting of this type: the 'Paste Special' look-up function is provided to make this task as easy as possible. For example, when entering a Quotation, you can use 'Paste Special' to choose the relevant Quotation Class. To help you choose the correct record using 'Paste Special', it is recommended that you keep the rows in the alphabetical order of the Codes.
- Settings of the final type also contain a number of records, but behave in a similar manner to the main registers in that their contents are displayed in a browse window and have to be opened in a record window for editing. Again, when working in one of the main registers, you may have to refer to a particular record in a setting of this type using the 'Paste Special' look-up function. Examples of such settings include Price Lists and Payment Terms.
When you open one of these settings from the 'Settings' list, the browse window is displayed, listing the records already entered.
Double-click an item in the list to edit it, or add a new record by clicking the [New] button in the Button Bar. Alternatively, highlight a record similar to the one you want to enter and click [Duplicate] on the Button Bar. A record window is then opened, allowing you to change the existing record or enter the new one.
To save changes, click the [Save] button. To close the window without saving changes, click the close box. You can also close the browse window using the close box.
Individual Settings
Please click the links for details about the individual settings, descriptions of which have been divided into the following categories:
In this chapter:
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