The CRM Extensions utilize an additional 300+ options designed
to provide flexibility and configurability throughout the CRM
Each option comes configured with the most likely default value to
minimize the initial setup required.
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).
This “Extensions General” tab contains all of the Extensions options
that are general in nature and that do not affect the data that is stored
in the CRM system. This
allows this tab to be under either user or central administrative control
We recommend, for simplicity and ease of learning CRM, that
all Options tabs are initially set up under Central Administrative control.
This “Extensions General” tab is the only Extensions Option tab that
may be set to local control (since it does not affect system data values).
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
General Administrator’s documentation.