Misc

Note: It is recommended that any changes to options in this section are made when all other users are logged out.

Use default forms for printing – When selected, when a form is named with the same name as the entry screen the user is in, users do not need to choose the form used to print a document.
Print delivery in order – When selected, users are prompted to print a delivery note whenever a delivery note is raised from an order.
Default collect acknowledgements to true – When selected, the Collect Acks option in Wholesaler Comms is selected by default when the module is opened.
Separate lead calls – When selected, calls for Lead type traders are opened in a separate Call Manager window.
Always open copied entries – When selected, when Copy is used from a daybook or transaction toolbar, the copied transaction is opened.
Works order generated by SORD – when cleared, a separate works order is created for each composite product line. When selected, one works order for the sales order is created.
Limit forms – when selected, the forms that are available in the forms selector can be limited to selected logins.
Include Invoices in history – When selected, when within an order and using Ctrl+L to look at previous history, invoices are included.
Send sales invoice emails to invoice account – When selected, emails will be sent to the account contact for the traders' invoice address, instead of the account contact on the main account as default.
Default warn duplicates ticked – when selected, the Warn duplicate option on documents will be selected by default.
Pop-up notes on branches – when selected, pop-up notes for a main account also display on its branches.
Show Contact Copy link button – when selected, the Copy link button is shown on Trader > Contacts > Web > Rules