CRM Parameters (tdsmi0100m000)
Use this session to set the parameters for customer relation management (CRM).
Field Information
- Number Group
-
The number group for all opportunities.
- Series
-
The series for all opportunities.
- Default Opportunity Type
-
The default opportunity type for all opportunities.
- Default Source
-
The default source for all opportunities.
- Default Sales Process
-
The default sales process for all opportunities.
- Default Attribute Set
-
The default attribute set for all opportunities.
- Default Attribute Set
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The default attribute set for all contacts.
- General
-
The default attribute set for the general business partner.
- Sold-to
-
The default attribute set for the sold-to business partner.
- Ship-to
-
The default attribute set for the ship-to business partner.
- Invoice-to
-
The default attribute set for the invoice-to business partner.
- Pay-to
-
The default attribute set for the pay-to business partner.
- Pay-by
-
The default attribute set for the pay-by business partner.
- Buy-from
-
The default attribute set for the buy-from business partner.
- Ship-from
-
The default attribute set for the ship-from business partner.
- Invoice-from
-
The default attribute set for the invoice-from business partner.
- General
-
The default attribute set for the potential general business partner.
- Sold-to
-
The default attribute set for the potential sold-to business partner.
- Ship-to
-
The default attribute set for the potential ship-to business partner.
- Invoice-to
-
The default attribute set for the potential invoice-to business partner.
- Pay-to
-
The default attribute set for the potential pay-to business partner.
- Pay-by
-
The default attribute set for the potential pay-by business partner.
- Buy-from
-
The default attribute set for the potential buy-from business partner.
- Ship-from
-
The default attribute set for the potential ship-from business partner.
- Invoice-from
-
The default attribute set for the potential invoice-from business partner.
- Date Format
-
Specify the date format you want to use in the Mail Merge by Standard Letter (tdsmi2410m000) session.