CRM: administration settings

Adresses

• Zipcode in capitals. Check box to always present the postal code in capital letters.
• City names in capitals. Check box to always present the city name in capital letters.

Contact roles

• Allocate roles on contacts automatically. Check box to indicate whether the roles on contacts should be divided automatically.

Document management

• Documents folder. Specify here the destination folder where files will be saved. Think carefully about the location of the folder. In a multi-user environment this will be a network location.
• E-mail address. This e-mail address is used to manage e-mails in MKG. When sending a message to this e-mail address, MKG will automatically use the module Documents
  start up, if MKG is running.
• Check receiving e-mail. When receiving e-mail in Microsoft Outlook, MKG checks whether the e-mail address is known in the module CRM
  . If there is a match, the module Documents
  should be started automatically if MKG is running.
• Check sending e-mail. When sending e-mail from the e-mail application, MKG checks whether the e-mail address is known in the module CRM
  . If there is a match, the module Documents
  should be started automatically if MKG is running.
• Use MS-Outlook plug-in to save e-mail in MKG. This activates an add-in for Microsoft Outlook, so that you can determine the time to link e-mail in MKG.
• Block deleting processes with documents. During the deletion of a process, a check is made to see whether any documents are still present with the process. If so, the message "Cannot delete [process][number] because there are still documents.".