Last updated 17/12/2018
The CRM settings are located in the general settings page. To find them:
If you are not using the latest version of the CRM, you can switch it on here by changing the dropdown to "Version 2".
Show B2B Website Options
Enables additional fields that relate to the B2B site. Please see Creating a Customer or Supplier for more information.
Show Advanced Promotional Matrix
Enables the Promotional Matrix fields for CRM contacts. Please see the Promotional Matrix help article for more information.
Show Call Back Dates
Enables Call Back Dates. With this setting enabled a date can be set against a CRM contact for when a call back is required. The CRM list page can then be filtered to show any contacts with a call back date within the selected range.
Here you can add additional text search boxes for certain fields in the CRM. For example, adding Country will allow you to search for 'Australia' and see all relevant contacts.
Use this setting to add additional information into the Contact list.
Currently you can add the following fields to the CRM List:
These settings will add in additional fields within the CRM.
You can make a number of fields in the CRM read-only for Standard Users. This includes:
To control which users have standard and manager access, see Creating New Users. It is possible to choose between Manager and Standard on a module by module basis.
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