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General Settings & Configuration

These articles demonstrate the flexibility of your system settings, so you can start configuring CRM to suit your business needs.

6 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.
Enabling 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.
Setting Territory RestrictionsLearn how to set territory restrictions so that sales managers or sales teams can see their 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 ManagerLearn how to manage your Automation Manager and restart your imports.
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 Word Styles & Setting 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.
Restoring Deleted RecordsThis article outlines how to find deleted records using our 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 ImporterHow to use our new Data Importer to import Companies & Contacts in bulk.
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.
4 Scenarios for using Account Manager RestrictionsWhen you should be enabling CRM Account Manager Restrictions for your users.
Setting 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 NotesThis article outlines how to configure and set urgent notes within the CRM.
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.