DEF-O Contact Manager Defaults (Evo-ERP)

Evo Settings Tab

Contact Manager for Quotes

If you choose to use the Contact Manager when entering Sales Quotes in SO-P-A  Enter Sales Quotations  thus not adding prospects to the Customer file until an actual order is placed, enter Y.

Allow CM-A to Make Customer

If this is set to N, the Make Customer button in CM-A  Enter Contact Accounts will be disabled.

 

Legacy Settings Tab

Title 1 thru 9

These are default job titles that correspond with contacts 1 thru 10 defined within CM-A, Enter Contact Accounts.  For example, Title 1 could be reserved for your primary contact, Title 2 could be the President, Title 3 could be the Controller, Title 4 could be the Plant Manager, etc.  You would always enter your contact names against the appropriate title.  If you wanted to make a mail-out just to company presidents, for example, you would specify Contact 3 when selecting mailing labels, and all company presidents would be selected.  Whatever titles you enter here will default into the screen when entering multiple contacts through CM-A  Enter Contact Accounts  The default title can be accepted or overridden.

Make Rep mandatory field?

If set to Y, you will not be allowed to save a new account record in CM-A  Enter Contact Accounts without assigning the account to a Rep.  If multiple Reps will be using the system, this field should be set to Y.  If the Contact Manager will be used by just one person and you don't want to bother entering a Rep code each time a new account is created, set this field to N.

Display Credit Hold Message

If a customer is put on credit hold through AR-A  Enter Customers and you want personnel using the Contact Manager to be aware of that customer's credit status, set this field to Y.  If so, when this customer's account record is displayed through CM-A  Enter Contact Accounts, a message will display indicating this customer is on credit hold.

Label Printer Type

Indicate the type of printer you will be using for printing labels.  There are slight spacing differences between LaserJet printers and Ink Jet printers, so this field is used by the label printing programs to bring in the correct spacing.  Enter a 1 if you will be using a LaserJet or compatible printer, a 2 if you will be using an Ink Jet or compatible printer, and a 3 if you will be using a dot matrix printer.

Contact Manager for Quotes

If you choose to use the Contact Manager when entering Sales Quotes in SO-P-A  Enter Sales Quotations  thus not adding prospects to the Customer file until an actual order is placed, enter Y.

Allow CM-A to Make Customer

If this is set to N, the Make Customer button in CM-A  Enter Contact Accounts will be disabled.

Allow CM-A to access AR

If this is set to N, the AR  button in CM-A  Enter Contact Accounts will be disabled preventing CM Reps from editing customer records to change fields such as Credit Hold and commission percentage.

Coordinate AR and CM Edits

If this is set to Y, when fields such as name, phone number, etc are changed in either CM-A or AR-A the corresponding record in the other program will be updated..  If it is set to A, then you will be prompted whether to update the other record.