CRM Action Defaults change what is already completed when creating a new action. For each login:
- From the Set-up menu, click Company. The Company Set-up window opens.
- Click the Logins tab and select a login from the list.
- The group CRM action defaults is displayed at the bottom of the window. Set the following options:
- Subject – The default ‘Subject’ that is set on an Action when created by the login.
- Reason – The default ‘Reason’ that is set on an Action when created by the login.
- Alert types – The default ‘Alert Letter/Code’ that is set on an Action when created by the login.
- User defined fields (UDF) Types – The UDF Types to which the login is restricted.
Note: If this is left blank, a user will be able to see all UDF Types. To restrict a user to a UDF, type the letter of the UDF type he or she should see. To restrict to more than one UDF type e.g. A, B and C, list them in a string without commas: ABC.
- Action Flag –
- Type – The default ‘Type’ that is set on an action when created by the login.
See Also
