System Settings Availability
Not all system settings are available for all ERP system integrations. If you can't find a system setting then it isn't currently available for your integration.
System settings are a powerful tool that allow you to customize your ERP system integration to fit your business needs. However, it's important to note that not all system settings are available for all integrations. This is because each integration is unique and may require different settings to function properly.
Email & Communications
Budget Authorisation Email Template
Description: Configure the email template that will be automatically used when sending budget authorisation emails to customers.
How to Configure:
Search for "Budget Authorisation Email Template"
Select your preferred template from the dropdown
Default Email Template
Description: Set the default email template that will be used when CRM users send emails without selecting a specific template.
How to Configure:
Search for "Default Email Template"
Choose your preferred template from the dropdown list
Default Reply To Email Address
Description: Specify the email address to use as the default reply-to when emails are sent automatically by the system.
How to Configure:
Search for "Default Reply To Email Address"
Enter your preferred email address
Order Confirmation Email
Description: Configure the email template and status trigger for order confirmation emails sent to customers.
How to Configure:
Search for "Order Confirmation Email"
Select email template and confirmation status trigger
Status Options:
User/Customer Acceptance: Send when order is accepted
In accounts/ERP: Send when order is confirmed in accounting system
System Document Saving Email Address
Description: Email address for saving documents directly to the CRM from your email inbox.
How to Configure:
Search for "System Document Saving Email Address"
Copy the provided inbox address for forwarding/BCC emails
Email Signature
Description: Centrally manage email signatures for brand consistency across all users.
How to Configure:
Search for "Email Signature"
Configure default signatures for users or company-wide
Document Management
Standard Document Text
Description: Configure standard find and replace text fields for use in automatically generated documents, such as company address or VAT number.
How to Configure:
Search for "Standard Document Text"
Click "Click to Configure" to set up your standard text blocks
Document Template Groups
Description: Organize document templates into groups to make them easier to find and manage.
How to Configure:
Search for "Document Template Groups"
Create and manage your template groups
Document Templates
Description: Configure document templates for emails, Word documents, and Excel spreadsheets.
How to Configure:
Search for "Document Templates"
Create and manage your templates
Default Appointment Template
Description: Set the default template automatically selected when sending appointments.
How to Configure:
Search for "Default Appointment Template"
Select your preferred template
Quote & Order Management
Quote Expiry Default Days
Description: Set the default number of days that quotes remain valid when first created.
How to Configure:
Search for "Quote Expiry Default Days"
Enter the number of days (e.g., 30 days)
Quote & Order Statuses
Description: Configure the different statuses that quotes and orders can have as they progress through your sales process.
How to Configure:
Search for "Quote Status"
Click "Click to Configure" to set up your status workflow
Default Quote & Order Prefixes
Description: Set unique prefixes for quote and order IDs to help identify record types.
Options Available:
Quote ID Prefix: Default prefix for quote records
Opportunity ID Prefix: Default prefix for opportunity records
Problem ID Prefix: Default prefix for problem records
Manual Delivery Charge Entry
Description: Control who can manually enter delivery charges instead of using automatic calculations.
Options:
Administrators: Only admin users can enter manual charges
All Users: All users can enter manual charges
Disabled: Manual entry is not allowed
Place Orders On Hold
Description: Determine whether orders should be automatically placed on hold when confirmed into your accounting system.
Options:
Not On Hold: Orders proceed normally
On Hold: Orders are automatically placed on hold
Default Value for On Hold Bespoke Processing
Description: Set the default "on hold pending bespoke processing" value for new quotes/orders when using webhooks, APIs, or external processing.
How to Configure:
Search for "Default Value for On Hold Bespoke Processing"
Configure the default hold value
Default Price & Discount Recalculation
Description: Set whether 'Recalculate Pricing and Discounts' is checked by default when copying/duplicating quote lines.
Options:
Enabled: Automatically recalculate prices
Disabled: Keep original prices
Quote Line Grouping Feature (Preview)
Description: Enable grouping of quote lines in both CRM UI and documents.
How to Configure:
Search for "Quote Line Grouping Feature"
Enable to activate grouping functionality
Initial Quote Number
Description: Set the initial ID number that quotes and sales orders will begin from.
How to Configure:
Search for "Initial Quote Number"
Enter the starting number (cannot be lower than current value)
Editable Quantities on Quote & Order Templates
Description: Require users to enter quantities when creating quotes or orders from templates.
Options:
Enabled: Users must enter quantities and prices recalculate
Disabled: Use template quantities and prices as-is
Quote and Order Lines Minimum Margin Percentage
Description: Set minimum margin percentage with warnings for below-minimum margins.
How to Configure:
Search for "Quote and Order Lines Minimum Margin"
Set minimum percentage and allow/disallow confirmation
Custom Quote & Order Validation
Description: Set URL for custom validation logic before confirming quotes or orders.
How to Configure:
Search for "Custom Quote & Order Validation"
Enter your validation endpoint URL
Customer Portal & eCommerce
Share Public Notes with Customers
Description: Enable users to mark individual notes as public or private when you have a customer portal integration.
How to Configure:
Search for "Share With Customer"
Enable the option to allow public/private note selection
Allow Splitting of Packs on Customer Portal
Description: Set the default behavior for whether customers can purchase individual units from packs online.
Options:
Can buy individual units: Customers can split packs
Must buy a whole pack: Customers must purchase complete packs
Individual/Shared Web Baskets
Description: Configure whether customer contacts have individual baskets or share them within their division.
Options:
Individual Baskets: Each contact has their own basket
Shared Baskets: Contacts share baskets within their division
Specify by Customer: Configure on a per-customer basis
Web Basket Price Expiry Period
Description: Set how many days before prices in web baskets are automatically recalculated.
How to Configure:
Search for "Web Basket Price Expiry"
Enter the number of days (default is 1 day)
Default Product Visibility in Customer Portal
Description: Set the default visibility settings for products when they are imported from your ERP system.
Options:
Visible: Products are visible and purchasable
Not Visible: Products are hidden from customers
Visible but hide 'Add to Basket' button: Products are visible but not purchasable
Visible but hide Price and 'Add to Basket' button: Products are visible without pricing
Default Editability of Quotes via Customer Portal
Description: Control whether customers can edit quote lines when quotes are sent to the customer portal.
Options:
Prevent editing: Customers cannot modify quote lines
Allow editing: Customers can edit quote lines
URL for Previewing Products on Your eCommerce Site
Description: Set the URL that loads your product detail page on your eCommerce site.
How to Configure:
Search for "URL for Previewing Products"
Enter your eCommerce site URL (product code will be automatically appended)
URL of Impersonate Plugin on eCommerce Site
Description: Set the URL for the impersonate plugin to log CRM users into your eCommerce platform.
How to Configure:
Search for "URL of Impersonate Plugin"
Enter your My Account page URL
Dashboard & Reporting
Use Orders or Invoiced Revenue on Dashboard Tiles
Description: Choose whether dashboard tiles show order values or actual invoiced revenue.
Options:
Orders: Display order values
Invoices: Display invoiced revenue
Include B2C Contacts in CLTV Features
Description: Control whether B2C contacts are included in Customer Lifetime Value features like RFM analysis.
Options:
Include: B2C contacts are included in analysis
Exclude: B2C contacts are excluded from analysis
Configure Dashboards
Description: Configure dashboard visibility and add third-party dashboards such as Power BI via custom URLs.
How to Configure:
Search for "Configure Dashboards"
Set up dashboard visibility and custom URLs
Analyse Orders as Active Engagement
Description: Count orders placed by or on behalf of customers as active engagement.
How to Configure:
Search for "Analyse Orders as Active Engagement"
Enable to count orders as engagement
Advanced Features
Budgets & Authorisation (Preview)
Description: Enable budget assignment to companies and allow contacts to authorise orders that exceed budgets.
Budget Types Available:
Per Month: Budget resets monthly
Per Order: Budget applies per individual order
Whole Period: Budget applies to entire period
Contracts
Description: Enable contract records and contract management features in the CRM.
How to Configure:
Search for "Contracts"
Enable to activate contract functionality
Equipment Management
Description: Enable equipment records and equipment management features.
How to Configure:
Search for "Equipment"
Enable to activate equipment functionality
Knowledge Base (Preview)
Description: Enable creation and management of knowledge base records for common problems and solutions.
How to Configure:
Search for "Knowledge Base"
Enable to activate knowledge base features
Cost Centres (Preview)
Description: Enable cost centres to work with budgets for granular control over ordering and reporting.
How to Configure:
Search for "Cost Centres"
Enable and configure cost centre list
Magic Matrix
Description: Enable the Magic Matrix to identify, track and capitalise on cross-selling opportunities.
How to Configure:
Search for "Magic Matrix"
Enable to activate cross-selling features
Goals (Preview)
Description: Enable goal setting and performance tracking for customers and account managers.
How to Configure:
Search for "Goals"
Enable goal functionality
Filter Goals to Users
Description: Restrict non-admin users to only see goals relevant to them.
How to Configure:
Search for "Filter Goals to Users"
Enable to restrict goal visibility
Automation Flows (Preview)
Description: Configure automation flows for automated action sequences following specific triggers.
How to Configure:
Search for "Automation Flows"
Click "Configure Automation Flows"
Webhooks
Description: Configure webhooks to extend CRM functionality using custom web services.
How to Configure:
Search for "Webhooks"
Set up HTTP endpoints for change events
Address & Location Settings
Address Lookup in CRM
Description: Enable postcode database searching for address lookup functionality.
Note: This feature is subject to fair use policy and may incur additional charges.
Allow Editing of Country Field
Description: Control whether users can type custom country values or must select from a predefined list.
Options:
Fixed List: Users must select from the country dropdown
Editable with suggestions list: Users can type custom values with suggestions
Delivery Address Formatting
Description: Control how delivery addresses appear on quotes and orders.
Options:
Compact: Remove empty address lines
Preserve: Keep all address lines as they appear in the CRM
US State Address Field
Description: Specify which address field contains the ANSI state code for US addresses.
Options:
Address 1 through Address 5
Automatically Populate Delivery Address on Quotes
Description: Set default delivery address population behavior for new quotes.
Options:
Leave Blank: No automatic population
Use Company Address: Use company's main address
Use Contact Address: Use contact's address
Use Sales Ledger Delivery Address: Use ledger delivery address
Use Sales Ledger Address: Use ledger main address
Integration & Accounting
Two Way Syncing
Description: Enable synchronization of certain fields between the CRM and your ERP system.
Features:
Sync account managers between systems
Sync company addresses
Fix incorrect account managers overnight
Default Sales Ledger Account
Description: Set the default model account Sales Ledger ID for creating new sales ledgers and web accounts.
Enable Product Creation
Description: Allow the CRM to automatically create products in your accounting system when confirming orders.
Note: Only users with Product Manager roles can create products.
Operating Companies, Inventory Management, Accounts & ERP Integrations
Description: Configure operating companies and integrations to inventory management, accounting, or ERP systems.
How to Configure:
Search for "Operating Companies"
Set up companies and system integrations
Enable Automatic Allocation & Invoicing
Description: Configure how far through the auto allocation and invoicing process orders should be processed.
Options:
None: No automatic processing
Pick Lines: Automatically pick lines
Create Delivery Note: Create delivery notes
Create Invoice: Create invoices
Check for Duplicate Orders
Description: Enable warning messages when duplicate orders are detected during confirmation.
How to Configure:
Search for "Check for Duplicate Orders"
Enable duplicate detection warnings
Allow Order Confirmation to On-Stop Accounts
Description: Control whether orders can be confirmed for accounts marked as 'On Stop'.
Options:
Prevent: Orders cannot be confirmed for on-stop accounts
Allow: Orders can be confirmed despite on-stop status
Post Quote Number Into Customer Reference
Description: Control whether quote numbers are posted into customer reference fields when left blank.
Options:
Only when left blank: Post quote number if reference is empty
Never: Never post quote number
Warn When Confirming Superseded Products
Description: Handle superseded products during order confirmation.
Options:
Replace: Automatically replace superseded products
Warning: Show warning when superseded products are detected
Product Management
Product Packs
Description: Configure different pack sizes for products that can be sold in multiple quantities.
How to Configure:
Search for "Product Packs"
Define pack configurations
Product Restrictions & Authorisations
Description: Set up product restrictions for specific customers or requirements.
How to Configure:
Search for "Product Restrictions"
Configure restriction rules
Product Catalogue
Description: Configure your product catalogue settings.
How to Configure:
Search for "Product Catalogue"
Configure catalogue options
Product Search
Description: Choose between basic and standard product search methods.
Options:
Basic: Simple search for systems with fewer than 5,000 products
Standard: Advanced search with multiple terms and relevance ranking
Order Confirmation - Product Descriptions
Description: Choose whether to use quote line descriptions or default product descriptions when confirming orders.
Options:
Quote Line: Use descriptions from quote lines
Product: Use default product descriptions
Product Description Target Field
Description: Define which CRM field receives long product descriptions from your inventory management system.
Options:
Extended Description: Plain text field for quote/order lines
Specification: HTML field for detailed specifications
Import Product Images
Description: Enable automatic import of product images from your inventory management system.
How to Configure:
Search for "Import Product Images"
Enable to import images automatically
Manage Attributes in the CRM
Description: Enable creation and assignment of product attributes via the CRM UI instead of importing from ERP.
How to Configure:
Search for "Manage Attributes in the CRM"
Enable to manage attributes locally
Use Web Product Description
Description: Control when to overwrite default product descriptions with web descriptions.
Options:
Do Not Overwrite: Keep original descriptions
Overwrite on Customer Portal: Use web descriptions for portal only
Always Overwrite: Always use web descriptions
Use Web Extended Product Description
Description: Control when to overwrite default extended descriptions with web extended descriptions.
Options:
Do Not Overwrite: Keep original descriptions
Overwrite on Customer Portal: Use web descriptions for portal only
Always Overwrite: Always use web descriptions
Use Web Allow Split
Description: Control when to use web 'Allow Split' settings instead of accounting system settings.
Options:
Do Not Overwrite: Keep original settings
Overwrite on Customer Portal: Use web settings for portal only
Always Overwrite: Always use web settings
Upsell Prompts
Description: Configure upsell prompts to suggest additional items when creating quotes.
How to Configure:
Search for "Upsell Prompts"
Enable and configure upsell settings
Pricing & Discounts
Built-in Customer Pricing & Discounts
Description: Use CRM's built-in pricing system instead of your accounting system's pricing.
Options:
Use CRM Pricing: Use CRM pricing system
Use Accounts/ERP Pricing: Use accounting system pricing
Cost Price for Products
Description: Select which cost price should be used for stock items in quotations and orders.
Options:
Standard Cost: Use standard cost price
Re-order Price: Use re-order price
Last Cost Price (Standard): Use last cost price
Last Cost Price (Discounted): Use last discounted cost price
Average Cost: Use average cost price
Bulk Uplift
Description: Enable bulk uplift functionality for quote lines.
How to Configure:
Search for "Bulk Uplift"
Enable bulk uplift features
Simple Quote Inputs
Description: Control decimal place display in quote inputs.
Options:
Enabled: Show minimum decimal places required
Disabled: Show maximum decimal places available
Stock & Inventory
Available Stock
Description: Configure how stock availability is calculated and displayed.
Options:
Disabled: Don't track stock availability
Standard: Use free stock minus reserved quotes
Advanced: Advanced forward planning calculations
Delivery Schedules by Availability
Description: Automatically calculate delivery schedules based on stock availability.
How to Configure:
Search for "Delivery Schedules by Availability"
Configure availability settings
Highlight Oversell
Description: Highlight oversold items in the quote lines list.
How to Configure:
Search for "Highlight Oversell"
Enable oversell highlighting
Limit the Quote Quantity for Tracked Equipment
Description: Limit quote quantities to 1 for products with equipment tracking enabled.
How to Configure:
Search for "Limit the Quote Quantity for Tracked Equipment"
Enable quantity limitation
Delivery & Shipping
Delivery Charges
Description: Configure delivery charge calculations and options.
Features:
Manual entry controls
Automatic calculations (standard or custom)
Collection options
Popup confirmations
Delivery Charge Popup on Confirm Order
Description: Control when delivery charges popup appears during order confirmation.
Options:
Never: Don't show popup
Always: Always show popup
No Longer Valid: Show when charges are no longer valid
Delivery Charge Popup on Send Quote
Description: Control when delivery charges popup appears when sending quotes.
Options:
Never: Don't show popup
Always: Always show popup
No Longer Valid: Show when charges are no longer valid
Delivery Address Popup Before Delivery Charges
Description: Control delivery address popup behavior before entering delivery charges.
Options:
Enable: Show popup if address not populated
Disable: Don't show popup
Prompt User: Always prompt for delivery address
Order Due Date Days Ahead
Description: Set default due date for orders (e.g., next day delivery).
How to Configure:
Search for "Order Due Date Days Ahead"
Enter number of days ahead
Customer Management
Company Types
Description: Configure company types for categorizing records with color coding and lapse periods.
How to Configure:
Search for "Company Types"
Configure types, colors, and lapse periods
Company Priority Levels
Description: Set up priority levels for companies with engagement periods.
How to Configure:
Search for "Company Priority Levels"
Configure priority levels and engagement periods
Company Turnover
Description: Configure turnover ranges for company categorization.
How to Configure:
Search for "Company Turnover"
Set up turnover ranges
Company Incorporation Types
Description: Configure incorporation types for company categorization.
How to Configure:
Search for "Company Incorporation Types"
Set up incorporation types
Contact Roles
Description: Configure contact roles for categorizing contacts based on their relevance to your business.
How to Configure:
Search for "Contact Roles"
Set up role categories
Contact Online Authorities
Description: Configure authority levels for contacts accessing online customer portals.
How to Configure:
Search for "Contact Online Authorities"
Set up authority levels
Phone Number Types
Description: Configure different types of phone numbers (Mobile, Home, Work, etc.).
How to Configure:
Search for "Phone Number Types"
Configure phone number types
Set Account Managers at Company or Company Group Level
Description: Choose whether account managers are set at company or company group level.
Options:
Company Level: Set account managers per company
Company Group Level: Set account managers per company group
Needs Engagement Period
Description: Set how many days before non-contacted companies are marked as 'Needs Engagement'.
How to Configure:
Search for "Needs Engagement Period"
Enter number of days
Opportunity Management
Opportunity Types
Description: Configure opportunity types for categorization and reporting.
How to Configure:
Search for "Opportunity Types"
Set up opportunity types
Opportunity Statuses
Description: Configure opportunity statuses with active/closed and outcome settings.
How to Configure:
Search for "Opportunity Statuses"
Configure statuses and outcomes
Opportunity Pipelines
Description: Configure pipelines to manage opportunity processes with sequential steps.
How to Configure:
Search for "Opportunity Pipelines"
Set up pipeline workflows
Opportunity Sources
Description: Configure standardized opportunity sources for marketing analysis.
How to Configure:
Search for "Opportunity Sources"
Set up source options
Opportunity Sizes
Description: Configure opportunity size ranges with average values.
How to Configure:
Search for "Opportunity Sizes"
Set up size ranges and values
Opportunity Analysis
Description: Configure opportunity analysis categories for improved reporting.
How to Configure:
Search for "Opportunity Analysis"
Set up analysis categories
Mandatory Opportunity Pipelines
Description: Make pipeline selection mandatory when creating opportunities.
How to Configure:
Search for "Mandatory Opportunity Pipelines"
Enable mandatory pipeline selection
Default Action for Opportunities
Description: Choose default action when viewing opportunities.
Options:
Convert to Simple Quote: Default to simple quote conversion
Create Sub-Quotes: Default to sub-quote creation
Problem Management
Problem Types
Description: Configure problem types for customer service ticket categorization.
How to Configure:
Search for "Problem Types"
Set up problem types
Problem Statuses
Description: Configure problem statuses with active/closed and outcome settings.
How to Configure:
Search for "Problem Statuses"
Configure statuses and outcomes
Problem Pipelines
Description: Configure pipelines to manage customer service processes.
How to Configure:
Search for "Problem Pipelines"
Set up pipeline workflows
Problem Sources
Description: Configure problem sources for reporting and analysis.
How to Configure:
Search for "Problem Sources"
Set up source options
Problem Analysis Matrices
Description: Configure links between problem types and analysis fields.
How to Configure:
Search for "Problem Analysis Matrices"
Set up type-analysis links
Problem Types Mode
Description: Choose between simple or advanced problem type configuration.
Options:
Simple: Single level of problem types
Advanced: Up to 5 levels of types and analysis dropdowns
Mandatory Problem Pipelines
Description: Make pipeline selection mandatory when creating problems.
How to Configure:
Search for "Mandatory Problem Pipelines"
Enable mandatory pipeline selection
Activity Management
Activity Types
Description: Configure activity types for notes and interactions.
How to Configure:
Search for "Activity Types"
Set up activity categories
Default Activity Code
Description: Set default activity type when adding activities.
How to Configure:
Search for "Default Activity Code"
Select default activity type
Default Note Activity Code
Description: Set default activity code for notes on contacts, opportunities, and problems.
How to Configure:
Search for "Default Note Activity Code"
Select default note activity type
Default Status Change Activity Code
Description: Set default activity code when changing opportunity or problem status.
How to Configure:
Search for "Default Status Change Activity Code"
Select default status change activity type
Default Activity Code for Tasks
Description: Set default activity type when assigning tasks.
How to Configure:
Search for "Default Activity Code for Tasks"
Select default task activity type
Default Phone Link Activity Type
Description: Configure automatic activity popup when clicking telephone links.
How to Configure:
Search for "Default Phone Link Activity Type"
Select phone link activity type
Activity & Note Editing
Description: Configure which users can edit notes and when.
Options:
Disabled for all users: No editing allowed
Enabled for all users: All users can edit
Admins only: Only admins can edit
Users can edit their own notes, admins can edit any notes
Users can edit their own notes for up to 10 minutes, admins can edit any notes
Require a Note on Tasks
Description: Make entering notes mandatory when assigning or updating tasks.
How to Configure:
Search for "Require a Note on Tasks"
Enable mandatory note requirement
Urgent Notes
Description: Configure urgent activity notes display and permissions.
Display Options:
Disabled: Don't show urgent notes
Banner: Show as banner
Pop up: Show as popup
Location Options:
Company Only: Show on company records only
All Records: Show on all related records
Expiry Options:
No expiry: Never expire
1 week, 1 month, 3 months, 1 year: Set expiry period
Enable New Tasks
Description: Enable the new and improved tasks system.
How to Configure:
Search for "Enable New Tasks"
Enable and migrate existing tasks
Equipment Management
Equipment Types
Description: Configure equipment types for categorization.
How to Configure:
Search for "Equipment Types"
Set up equipment categories
Equipment Statuses
Description: Configure equipment statuses (Active, Returned, Written off, etc.).
How to Configure:
Search for "Equipment Statuses"
Configure status options
Equipment Manufacturers
Description: Configure equipment manufacturers for service contract coverage.
How to Configure:
Search for "Equipment Manufacturers"
Set up manufacturer list
Contract Management
Contract Types
Description: Configure contract types for categorization and reporting.
How to Configure:
Search for "Contract Types"
Set up contract types
Contract Statuses
Description: Configure contract iteration statuses with workflow status links.
How to Configure:
Search for "Contract Statuses"
Configure statuses and workflow links
Countries & Locations
Countries
Description: Configure the list of countries available in address fields.
How to Configure:
Search for "Countries"
Show/hide countries relevant to your market
Configure Territories
Description: Set up territories for company categorization and user access control.
How to Configure:
Search for "Configure Territories"
Set up territory structure
Relationship Management
Relationship Types
Description: Configure relationship types for linking records across the CRM hierarchy.
How to Configure:
Search for "Relationship Types"
Set up relationship configurations
Social Media Platforms
Description: Configure social media platform types for contact records.
How to Configure:
Search for "Social Media Platforms"
Set up platform types
Quote Tables & Formatting
Quote Tables
Description: Configure quote table formats for Word document templates.
How to Configure:
Search for "Quote Tables"
Configure table formats and styling
Quote Table Styles
Description: Create and customize quote table styles for documents and emails.
How to Configure:
Search for "Quote Table Styles"
Create and customize table styles
Email Quote Tables (Legacy)
Description: Configure styling for HTML quote tables in emails.
How to Configure:
Search for "Email Quote Tables"
Configure colors and styling
Display Images in Quote Email Tables
Description: Enable product images in email quote tables.
Options:
Show Images: Display product images
Don't Show Images: Hide product images
User Management
Configure Users
Description: Manage user profiles, roles, and settings.
How to Configure:
Search for "Configure Users"
Manage user accounts and permissions
User Dictionaries
Description: Group users for customization purposes.
How to Configure:
Search for "User Dictionaries"
Create and manage user groupings
Sales Ledger Account Creation Roles
Description: Control who can create sales ledger accounts.
Options:
All Users: Everyone can create accounts
Admins Only: Only admins can create accounts
Tag Management
Tag Configuration
Description: Configure who can manage tags in the CRM.
Options:
All Users: Everyone can create and modify tags
Admin Only: Only admins can create/modify tags (users can still add/remove)
Financial Management
Foreign Currencies
Description: Configure foreign currencies and view exchange rates.
How to Configure:
Search for "Foreign Currencies"
Configure currencies and rates
Automatically Update Currency Exchange Rates
Description: Control automatic currency rate updates.
Options:
Import currencies: Automatically update rates
Do not import currencies: Manual rate setting
Financial Year
Description: Set the first month of your financial year for analysis and comparisons.
How to Configure:
Search for "Financial Year"
Select financial year start month
Use WET Tax
Description: Enable automatic WET tax calculation and surcharge addition.
How to Configure:
Search for "Use WET Tax"
Enable and set default percentage
Configure Payment Types
Description: Set up payment types for receipt posting to your accounting system.
How to Configure:
Search for "Configure Payment Types"
Configure payment type options
Configure Price Tiers
Description: Configure price tiers and identify which represent B2C accounts.
How to Configure:
Search for "Configure Price Tiers"
Set up price tier structure
Marketing Integration
Mailchimp Integration
Description: Connect to Mailchimp for email marketing with contact synchronization.
How to Configure:
Search for "Mailchimp Integration"
Configure API connection and sync settings
Klaviyo Integration (Preview)
Description: Connect to Klaviyo for email marketing with contact synchronization.
How to Configure:
Search for "Klaviyo Integration"
Configure API connection and sync settings
Default Email Subscription Flag
Description: Set default email marketing subscription flag for new contacts.
How to Configure:
Search for "Default Email Subscription Flag"
Set default subscription status
Default Physical Mail Subscription Flag
Description: Set default physical mail marketing subscription flag for new contacts.
How to Configure:
Search for "Default Physical Mail Subscription Flag"
Set default subscription status
B2B/B2C Management
B2C Matching Rules
Description: Configure how the CRM identifies B2B vs B2C customers.
Options:
Manual: Review each new account manually
Automatic: Use data from ERP system with regex rules
How to Classify B2B and B2C Customers
Description: Set classification method for customer types.
How to Configure:
Search for "How to Classify B2B and B2C Customers"
Choose manual or automatic classification
Create B2C Contacts During Accounts Imports
Description: Control whether B2C contacts are imported from your accounting system.
Options:
Create: Import B2C contacts into CRM
Skip: Skip B2C contacts (Sales Ledger still created)
Customer Types
Description: Configure which customer types represent B2C accounts.
How to Configure:
Search for "Customer Types"
Mark B2C customer types
Sales Order Groups
Description: Configure which sales order groups represent B2C accounts.
How to Configure:
Search for "Sales Order Groups"
Mark B2C sales order groups
Detect Duplicates During Automatic Customer Creation
Description: Enable duplicate detection when importing new customers.
How to Configure:
Search for "Detect Duplicates During Automatic Customer Creation"
Enable duplicate detection and configure alert emails
Industry Classification
Industry Classification
Description: Configure industry classification codes for company categorization.
How to Configure:
Search for "Industry Classification"
Set up industry codes and categories
RFM Analysis
RFM History
Description: Control whether RFM history is visible in activity feeds.
How to Configure:
Search for "RFM History"
Enable/disable RFM history visibility
Analyse RFM by Delivery Address
Description: Calculate RFM by delivery location rather than account.
How to Configure:
Search for "Analyse RFM by Delivery Address"
Enable address-based RFM analysis
Time & Scheduling
Default Time Zone
Description: Set preferred time zone for document generation and background services.
How to Configure:
Search for "Default Time Zone"
Select your company's time zone
Event Templates
Description: Configure event templates with custom descriptions for event emails.
How to Configure:
Search for "Event Templates"
Create and manage event templates
Notifications
Internal Notifications When a New Order Is Processed
Description: Configure internal email notifications for new orders.
Options:
CMS Orders: Notify only for website orders
All Orders: Notify for all orders
Disabled: No notifications
Internal Notifications When a New Order Has Failed
Description: Configure notifications for failed order confirmations.
How to Configure:
Search for "Internal Notifications When a New Order Has Failed"
Enable and configure recipient emails
New Order Notification Recipients
Description: Specify who receives new order notifications.
How to Configure:
Search for "New Order Notification Recipients"
Enter email addresses separated by semicolons
Failed Order Notification Recipients
Description: Specify who receives failed order notifications.
How to Configure:
Search for "Failed Order Notification Recipients"
Enter email addresses separated by semicolons
Security & Domains
Configure Domains
Description: Associate your organization's domains with your CRM account for enhanced functionality.
How to Configure:
Search for "Configure Domains"
Verify and configure your domains
reCAPTCHA V3
Description: Configure Google reCAPTCHA v3 for spam protection.
How to Configure:
Search for "reCAPTCHA V3"
Enter site key and secret key
Microsoft 365 Integration
Description: Connect Microsoft 365 account for calendar synchronization.
How to Configure:
Search for "Microsoft 365 Integration"
Configure calendar sync settings
Payment Integration
Stripe Integration
Description: Connect to Stripe for credit card payment processing.
How to Configure:
Search for "Stripe Integration"
Configure Stripe connection
Stripe Express Payment Options
Description: Configure payment options for Stripe Express Checkout.
Options:
Apple Pay: Enable Apple Pay
Google Pay: Enable Google Pay
Stripe Webhook Signing Secret
Description: Configure webhook signing secret for payment confirmations.
How to Configure:
Search for "Stripe Webhook Signing Secret"
Enter signing secret and webhook URL
Default Expected Quote Payment Method
Description: Set default payment method for quote authorization workflow.
How to Configure:
Search for "Default Expected Quote Payment Method"
Select default payment method
Purchase Order Management
Purchase Order Creation
Description: Enable purchase order creation with automatic wizard after quote confirmation.
How to Configure:
Search for "Purchase Order Creation"
Enable and configure default settings
Require Customer Order Reference
Description: Control when customer order references are required.
Options:
Always: Always require PO reference
Never: Never require PO reference
By Customer: Set per customer basis
Default Web Cash Account
Description: Set default cash account sales ledger for new web accounts.
How to Configure:
Search for "Default Web Cash Account"
Select default cash account
Advanced Configuration
Custom Enquiry Field Mappings
Description: Configure which enquiry fields map to company, contact, problem, opportunity, or address fields.
How to Configure:
Search for "Custom Enquiry Field Mappings"
Configure field mappings
Configure Entity Custom Fields
Description: Configure custom fields for each entity in your workspace.
How to Configure:
Search for "Configure Entity Custom Fields"
Set up custom field configurations
Configure Translation Overrides
Description: Configure translation overrides for your workspace.
How to Configure:
Search for "Configure Translation Overrides"
Set up translation customizations
Recycle Bin
Description: View and restore recently deleted records.
How to Configure:
Search for "Recycle Bin"
Access deleted records
Integration Errors
Description: View integration error tracking and troubleshooting information.
How to Configure:
Search for "Integration Errors"
View error reports
Migrate Entity IDs
Description: Migrate entity IDs to new IDs of your choice.
How to Configure:
Search for "Migrate Entity IDs"
Generate template and upload ID mappings
AI Features
AI Email Sentiment Analysis
Description: Enable AI analysis of customer emails for sentiment and content summaries.
How to Configure:
Search for "AI Email Sentiment Analysis"
Enable AI sentiment analysis
System-Specific Integrations
Cin7 Omni Configuration
Description: Configure settings specific to Cin7 Omni integration.
Settings Include:
Default Cost Price: Set cost price column for imports
Default Tax Code: Set default tax code for quotes/orders
Explode BOMs: Handle Bill of Materials explosion
Set Tax Per Line: Enable per-line tax calculation
Cin7 Core Configuration
Description: Configure settings specific to Cin7 Core integration.
Settings Include:
Order Confirmation Status: Set Authorised or Draft status
Sales Type: Set Simple or Advanced sale types
Set Order Sales Rep: Match CRM salesperson to Cin7 sales rep
Payments: Send payment details for Stripe orders
QuickBooks Configuration
Description: Configure settings specific to QuickBooks integration.
Settings Include:
Custom Fields: Map customer reference and quote ID fields
Order Type: Choose Invoice or Accepted Estimate
Unit Price Setting: Control rate field population
Exchequer Configuration
Description: Configure settings specific to Exchequer integration.
Settings Include:
Department Code: Set default department code
Cost Centre: Set default cost centre
Database Type: Specify Pervasive or SQL Server
Price Band Settings: Configure RRP and excluded bands
Access Dimensions Configuration
Description: Configure settings specific to Access Dimensions integration.
Settings Include:
Auto-Allocate Stock: Enable automatic stock allocation
Push Quote Line ID: Push quote line IDs to dimensions
Import Publish to WWW: Import web catalogue flags
Xero Configuration
Description: Configure settings specific to Xero integration.
Settings Include:
Combine Descriptions: Merge description fields
Display Account Number: Show account names or numbers
Unleashed Configuration
Description: Configure settings specific to Unleashed integration.
Settings Include:
Product Description Target: Set description field mapping
Default Cost Price: Choose cost price type
Automatic Batch Numbers: Enable automatic batch/serial assignment
Sage 50 Configuration
Description: Configure settings specific to Sage 50 integration.
Settings Include:
Currency Decimal Places: Set decimal places for currencies
Specialized Features
Distributor Sales (Preview)
Description: Import sales reports from distributors to track end customer purchases.
How to Configure:
Search for "Distributor Sales"
Configure distributor account code mappings
Project Creation
Description: Enable project creation in Financials via the CRM.
How to Configure:
Search for "Project Creation"
Enable project creation functionality
Magic Matrix Product Category Mapping
Description: Configure automatic product category assignment based on product categories.
How to Configure:
Search for "Magic Matrix Product Category Mapping"
Set up category mappings
Branding
Description: Configure branding colors and logo for Quote-to-Order Workflow.
How to Configure:
Search for "Branding"
Set up brand colors and logo
Enable Description Lines on Quotes & Orders
Description: Allow description-only lines without SKUs on quotes and orders.
How to Configure:
Search for "Enable Description Lines"
Enable and configure description line settings
Convert to Order or Quotation
Description: Determine what type of record is created in accounting system when orders are confirmed.
Options:
Quotation: Create quotations in accounting system
Order: Create orders in accounting system
Per Quote: Set on quote-by-quote basis
Popup Confirmation on Quotes & Orders
Description: Force users to confirm important details before sending quotes or confirming orders.
How to Configure:
Search for "Popup Confirmation on Quotes & Orders"
Configure confirmation requirements
Missing Customers/Suppliers Imports
Description: Automatically create CRM records for accounting system ledgers not linked to CRM.
Options:
All ledgers: Create records for all ledgers
Open ledgers: Create records for open ledgers only
Don't create records: Disable automatic creation
Automatically Create CRM Records for Suppliers
Description: Automatically create CRM records for suppliers from your ERP system.
How to Configure:
Search for "Automatically Create CRM Records for Suppliers"
Enable supplier record creation