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This text refers to program version 2024-03-16  

Settings connected with Customers, Suppliers and Contact Persons

Settings concerned with Customers, Suppliers and Contact Persons can be found in the Sales Ledger and, if it is present, in the CRM module.

To edit a setting when you are using Windows or macOS, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (macOS) keyboard shortcut. Then click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts. A 'Settings' list will appear: double-click the item that you need in the list.

To edit a setting when you are using iOS or Android, ensure you are in the correct module using the [Switch Module] button in the Navigation Centre. Select 'Settings' from the Tools menu (with 'wrench' icon). A 'Settings' list will appear: tap the item that you need in the list.

Please refer to the following pages for details about each setting:

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts

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