General Settings & Configuration
These articles demonstrate the flexibility of your system settings, so you can start configuring CRM to suit your business needs.
By Jessica and 4 others5 authors97 articles
- Compact or Preserve Delivery Address FormattingDetermine how the delivery address appears on quotes and orders.
- Bulk Updating TagsLearn how you can update Tags on lots of records at once using our Bulk Update tool.
- Product Item Upsell Import (Preview)This article outlines how to use the Product Item Upsell Importer tool.
- Enquiry ImporterUse our Bulk Enquiry Importer to import all your Enquiries.
- How to Restrict Goals to Individual UsersThis article outlines how to place restrictions on Users so they can only see their Goals in the CRM.
- How to Enable Sales Distributor History ImportsIf you sell your products via distributors and want to record the sales they make, enable this feature!
- Missing Customer ImportHow to change how customers are imported from your Inventory Management/Accounting system.
- How to Enable Postcode Lookup for Other CountriesThis article outlines how to turn on postcode lookup for other countries to auto-fill address fields.
- Enable Email NotificationsHow to enable daily/weekly/monthly emails in your personal settings to get notified about key CRM activity.
- How to Set Default Model Account for Account CreationSome ERP systems require a model account for account creation - here's how to set up a model account.
- Excel Pricing ImportsThis article will outline how to perform an import of your special pricing.
- Bulk Converting B2C & B2B ContactsLearn how to bulk convert B2C to B2B Contacts and vice versa!
- Adding Search Term FieldLearn how to add the Search Terms field to help find records quickly.
- Notes ImporterUse our Notes Importer to bulk import notes to the CRM Activity.
- Sync Account Managers from your Inventory Management SystemThis article will outline how to synchronise Account Managers from your ERP, directly onto your CRM.
- Bulk Updating Products via Excel (Preview)Maintain accurate product information in your CRM.
- Detect Duplicate Companies from Cloud ERP SystemUse CRM System Option to detect duplicate companies from your Cloud ERP System.
- Set Column Widths for Quote TableThis article outlines how to specify the widths of Quote table columns on a column-by-column basis.
- Set territory restrictionsSteps to configure territory restrictions so that sales managers and sales teams can access their assigned customers within the CRM.
- How to Access the API Usage GraphThis article will help you navigate to the CRM's built-in API Usage Graph.
- Changing the Initial Quote IDChange the initial Quote ID to bring this unique reference in line with your internal referencing methods.
- Manage imports through Automation ManagerSteps to check your Automation Manager import status and restart them if they stop running.
- Controlling Editing of Activity Feed NotesSpecify who can/cannot edit notes in the Activity Feed.
- Editing Email Quote TablesLearn how to edit an Email Quote Table in the CRM to then send to your customers.
- Edit and set up Custom Quote Table Styles in WordLearn how to configure the Word table for your Quote Document through following this guide.
- Use the CRM on a mobile deviceA guide on how to access the CRM on an Android or iPhone mobile device.
- Setting the Filename on Document TemplatesLearn how to change the filename on your Document Templates to make them more personalised.
- Restore Deleted RecordsHow to find deleted records from your Recycle Bin and restore them back to the CRM.
- Identify B2C Customers Based on Unleashed Customer TypeUnleashed customers can auto-detect customer accounts that are B2C using Unleashed's Customer Type field.
- How to Bulk Update Account ManagersThe quickest way to update multiple Account Managers at once is by using our bulk update tool.
- Change No. of Decimal Places in Quote TableChange the number of decimal places that display within a Quote table for information like Unit Price.
- Importing Images from your Inventory Management SystemLearn how to import images to the CRM from your Inventory Management System & use them on Quotes!
- Data Importer: Import companies and contacts in bulkSteps to bulk import your company and contact records into Prospect CRM using the Data Importer.
- Setting up Gmail Forwarding for CRM Inbox AddressForward emails to your CRM Inbox Address to automatically save emails into your CRM.
- Changing Default Time ZoneChanging your default time zone for CRM Services such as Task notification emails & document merge fields.
- Sending Emails to CRM Inbox AddressSend emails to your CRM Inbox Address to automatically save emails into the CRM.
- US Date Format for Document Search & Replace FieldsChanging Search & Replace date fields to US date format e.g. 11/21/2021.
- Bulk Update the CRM Special Pricing via ExcelBulk update your CRM Special Pricing efficiently via Excel.
- Selecting Warehouses for Available Stock LevelSelect which Warehouses are included within the CRM's Available Stock Level.
- Single Sign on (SSO) with Azure AD (AAD)This article provides a step-by-step guide on how to set up your SSO.
- Setting Manual CurrenciesIf you don't want to import the currency from your Inventory Management/Accounting System, you can set it manually following these steps.
- Scenarios for using Account Manager RestrictionsWhen you should be enabling CRM Account Manager Restrictions for your users.
- Create and assign Account ManagersLearn how to set a CRM user as an Account Manager & then how to assign a Company to an Account Manager.
- Adding Users to Restricted DictionaryThe Restricted Dictionary allows you to remove Margin & Cost Price fields from certain user's view.
- Adding Custom Drop-down FieldsHow to add custom drop-down fields helping to categorise your CRM records.
- Configuring Custom Contact Preference FlagsSetting Contact Preference Flags for marketing purposes.
- Installing Save To CRM Add-in (Outlook on the web)This article will walk you through how to install the Save to CRM add-in in Outlook on the web.
- Searchable Custom FieldsAdd searchable custom fields to help you find records quickly within the Global Search.
- Configuring Cost Centres (Preview)Configuring cost centres to help control who can order what & help improve quotation reporting.
- Configure and set Urgent NotesEnable Urgent Notes in the CRM to highlight important records for your attention.
- Configure Advanced Problem Analysis MatrixThis article outlines how to configure the Advanced Problem Analysis Matrix in the CRM.
- Configure Account Manager RestrictionsThis article outlines how to restrict users to only be able to access the records of customers that they manage.
- Configuring Fallback Delivery OptionThis article outlines how to configure a Fallback Delivery option default within the CRM.
- Setting Collection/No Delivery as a Delivery OptionThis article outlines how to set collection/No Delivery as a delivery method in the CRM.
- Configuring Standard Document TextThis article outlines how to configure a Standard Company Document Text Search & Replace Field.
- Configuring Subtotals Table for Quote GroupingThis article outlines how to configure the Subtotals Table for Quote Grouping.
- Configuring Custom FieldsWant to add bespoke fields to your CRM to help better segment your customers? Use our Customiser to add Custom Fields.
- Exporting Product InformationThis article outlines how to export product information from the CRM.
- Configuring your Equipment StatusesThis article outlines how to configure your Equipment Statuses within the CRM.
- Configuring your Equipment ManufacturersThis article outlines how to configure your Equipment Manufacturers within the CRM.
- Configuring your Contract StatusesThis article outlines how to configure your Contract Statuses within the CRM.
- Configuring your Document Template GroupsThis article outlines how to configure your Document Template Groups within the CRM.
- Configuring Company TurnoverThis article outlines how to configure Company Turnover Ranges within the CRM.
- Configure your Company PrioritiesConfigure you Company Priorities within the CRM to help identify your high, medium & low priority Customers or Prospects.
- Configuring your Company Incorporation TypesThis article outlines how to configure your Company Incorporation Types, set at Company level within the CRM.
- Configuring your Countries ListThis article outlines how to configure your Countries List within the CRM.
- Configuring Additional Phone Number TypesThis article outlines how to configure Additional Phone Number Types within the CRM.
- Configuring where Account Managers are set at (Company or Company Group Level)This article outlines how to configure where Account Managers are set at, either Company or Company Group Level.
- Configuring Default Quote Expiry DateThis article outlines how to configure your Default Quote Expiry Date within the CRM.
- Configuring Default Order Due DateThis article outlines how to configure a Default Order Due Date within the CRM.
- Customising your Global Record Creations MenuThis article outlines how to customise your Global Record Creations Menu within the CRM.
- Configuring your Customisation DictionariesThis article outlines how to configure your User Dictionaries within the CRM.
- Configuring Relationship TypesThis article outlines how to configure your Relationship Types within the CRM.
- Customising CRM Records Based on User DictionaryThis article outlines how to customise CRM records based on User Dictionaries within the CRM.
- Configuring your Activity TypesThis article will outline how to configure your Activity Types within the CRM.
- Preventing Users Editing Quote Records in Certain StatusesThis article outlines how to prevent users from editing Quotes in certain statuses.
- Configuring CRM Built-in Special PricingThis article outlines how to configure the CRM Built-in Special Pricing.
- Configuring Product RestrictionsThis article outlines how to configure your Product Restrictions within the CRM.
- Setting up Integration to Access DimensionsIf you'd like to request for your Free Trial to be integrated to your Access Dimensions Accounting System, follow these simple steps!
- Installing Save To CRM Add-in (Desktop Outlook)This article will walk you through how to install the Save to CRM add-in in Outlook.
- Operating CompaniesWhat are Operating Companies and why do we use them?
- Editing/Uploading your Profile PictureThis article outlines how to edit or upload your CRM profile picture.
- Customising your CRM InterfaceNeed to change the label of a CRM field to help with segmenting your customers? Check out our Customiser to edit your CRM record layouts.
- Build your Word Quote TablesThis article outlines how to create Quote tables within a Word standard document in the CRM.
- Configure Drop-down Menus (Status Codes & Types)This article outlines how to set Status Codes and Types within the CRM for Opportunities and Problems.
- How to Disable Syncing of SuppliersThis article outlines how to stop the CRM from syncing suppliers from your ERP/Accounting/Inventory Management system.
- Changing the Extended Description's Display Mode on Quote TablesThis article outlines how to configure the Extended Description on Quote Tables
- Upgrading Automation ManagerLearn how to upgrade your version of Automation Manager for on-premise accounts integration imports
- Setting your Financial YearSet and manage the Financial Year (FY) your reports will populate your data for.
- Enabling Advanced LedgersThis article outlines how to specify multiple ledgers per CRM Company and select a specific target ledger on Quotes and Orders.
- Configuring Task Types (Preview)This article outlines how to configure your Task Types.
- Stock Levels in your CRMUnderstanding stock levels in your CRM including delivery schedules.
- Configuring your Personal SettingsThis article outlines where to configure your Personal Settings and highlights key settings to review.
- Viewing your CRM Calendar & Events (Preview)This article outlines the different viewing options for your CRM Calendar and where you can view Events.
- Enabling New Tasks (Preview)A quick guide on how to enable the new Tasks within the Settings Centre.
- Sales History ImporterUse our Sales History Importer to bulk import sales transactions that are not within your connected Inventory/Accounting System.
- Setting and Using GoalsGoals allow users and admins to track performance metrics across individuals and operating companies.