*Ext Financial Tab

Administrator’s documentation (click here)

CRM Options for Extensions Financial Features and Functions

·          The CRM Extensions utilize an additional 300+ options designed to provide flexibility and configurability throughout the CRM Extensions additions.

·          Each option comes configured with the most likely default value to minimize the initial setup required.

·          Quickly and easily set field droplist values, default values, field labels, hide mini-tabs, etc.

·          This “Extensions Projects” tab contains all of the Extensions options that are specific to the following Extensions forms:

·          When multiple selections for a single option are available, a droplist is displayed allowing a specific selection without typing the value (simplifies configuring CRM Options).

·          We recommend, for simplicity and ease of learning CRM, that all Options tabs are initially set up under Central Administrative control.

·          This “Extensions Financial” tab controls all of the options for fields and functions on each of the above listed forms.  Since these options affect the data that is stored in the CRM system, it is strongly recommended for multi-user implementations that this tab be set and always remain under Central Administrative Control.

·          For additional information on setting Administrative Options within the CRM system, please reference the CRM help file (conveniently located on the CRM toolbar droplist).

·          For a description of each of the above options please see the Extensions Financial Administrator’s documentation.