CRM Settings
This setting contains some miscellaneous options controlling the behaviour of Activities.
Use the [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Settings] button, also in the Master Control panel. Double-click 'CRM Settings' in the resulting list. The 'CRM Settings: Inspect' window opens:
- Do not allow Calendar Activities without Type
- Use this option if you want every Activity to be given an Activity Type. This only applies to Time Activities (Activities where the Task Type is Calendar and the Calendar Type is Time).
- Activity Time from Client
- You can use this option in a multi-user system where the server is in a different time zone to the client machines.
- If you are using this option, the date and time in a new Activity will be taken from the clock on the client machine on which it was created. If you are not using this option, the date and time will be taken from the clock on the server.
- This option applies when the date and time in a new Activity is the current date and time. It does not apply in other situations (e.g. if you create an Activity from a Quotation, the date in the Activity will be the Make Contact Date or the Quotation Date from the Quotation).
When the setting is complete, click the [Save] button in the Button Bar to save changes and close the window. To close the window without saving changes, click the close box.
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