*Ext Forms tab

CRM Extensions Option Descriptions

 

CRM Options Overview for “Extensions Forms” (Administrator’s Guide)

Options on this tab control all of the settings on all of the pages of the following Extensions forms:

Each option has a “tool tip” that contains a brief description of option’s settings and usage.  This tool tip is displayed at the top of the Options window when the Option’s row is clicked in the “Value(s)” column. 

Additional Options information for Administrator’s and CRM system implementers is contained in the section below for each option.   

Click any item in the list below to go to the information for that option.

 

Quick Links to the section of options for each Extensions form

Extension Forms tab

General tab

Projects tab

Financial tab

 

List of Options on ‘Extensions Forms’ tab

Contact Options

(back to Options overview)

Company Options

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Task Options

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Appointment Options

(back to Options overview)

Journal Options

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Options Descriptions

Description: Droplist contents for the 'Custom Actions' droplist on all CRM Extensions forms. If one of the built in tags (Attach Item shortcut, Attach Item, Phone Call, Next Action, Follow-on, Billable or Personal, etc.) is used then special built in processing occurs. You may also optionally add one of 3 control tags (Copy Notes, No Notes and Blank) to override the typical behavior of the 'built in tags'. If other text is use within the parens then the Journal/Task/Appointment Types are set to the text value. The only valid text values before the parens are: E-mail, Journal, Task, Meeting, Dial, Opportunity, Project, Copy, WorkFlow. Text in Parens, and the Parens are optional. Admin Note: This default list of Custom Actions is illustrative but should be reduced to just the items that your users will be using in your business / operational environment (you can always Right-Click/Restore this list.)

To assist you in getting quickly to the desired documentation section for each Custom Action, here are some quick access links:

Default Value:

  1. Dial (Business)

  2. Dial (Mobile)

  3. Dial (Company)

  4. Opportunity

  5. Project

  6. View (Projects)

  7. View (Opportunities)

  8. View (Appointments)

  9. Copy this Item

  10. WorkFlow (Workflow Name)

  11. E-mail

  12. E-mail (Reply To Selected E-mail)

  13. E-mail (Attach Item shortcut)

  14. E-mail (Attach Item)

  15. E-mail (Copy Notes)

  16. E-mail (No Notes)

  17. E-mail (Blank)

  18. E-mail (Email2)

  19. E-mail (Email3)

  20. E-mail (EmailAll)

  21. Journal

  22. Journal (Phone Call)

  23. Journal (Next Action)

  24. Journal (Billable)

  25. Journal (Selected E-mail)

  26. Journal (Selected E-mail to Project)

  27. Journal (Personal)

  28. Journal (Copy Notes)

  29. Journal (No Notes)

  30. Journal (Blank)

  31. Task

  32. Task (Phone Call)

  33. Task (Next Action)

  34. Task (Next Action No Reminder)

  35. Task (Follow-on)

  36. Task (Personal)

  37. Task (Copy Notes)

  38. Task (No Notes)

  39. Task (Blank)

  40. Meeting

  41. Meeting (Phone Call)

  42. Meeting (Next Action)

  43. Meeting (Follow-on)

  44. Meeting (Personal)

  45. Meeting (Copy Notes)

  46. Meeting (No Notes)

  47. Meeting (Blank)

Back to Custom Actions Index

Possible Values:

All of the items listed in the "Default Value" section above are a subset of the currently available "Possible Values". Additional items that may be used as "Custom Actions" are:

  • All items in the above "Default Value" list

  • View (Contact)

  • View (Contacts at Same Company)

  • View (Company)

  • View (Activities (Journals))

  • View (Tasks)

  • View (Appointments)

  • View (Projects)

  • View (Opportunities)

  • View (Portfolios) [Financial version only]

  • View (Files for Company/Contact)

  • View (Dashboard for Contact/Company)

  • View Notes: When any of the above "View" functions are used as "Custom Actions" they perform exactly the same function as the corresponding "CRM / View" menu function. So why also have the "View" functions on the "Custom Actions" list? While, yes, this is duplicate functionality on the "CRM" menu, the "View" menu is not accessible on any of the Extensions forms but the list of "Custom Actions" are on each form, which makes this a VERY handy and quick way to, for example, display a list of all "Appointments" for a contact when you are looking at the Contact's form... The most handy are "View (Tasks)" and "View (Appointments)"...

  • Dial (phone number name)

  • Dial Notes: The "Dial" function is very handy for auto-dialing your Contact's phone numbers using the built-in Outlook phone dialer. These Extensions "Custom Actions" integrate the standard Outlook phone dialer witht the CRM Contact's phone numbers. If you are frequently dialing your contact's phone numbers you will find that these "Dialer" functions give you quick and error free dialing (eliminating the frustration of misdialed numbers).

    There are 18 different phone numbers available in Microsoft Outlook. Any of the names of the standard Outlook phone numbers may be used with the "Dial" function.

The maximum number of "Custom Actions" that can be displayed on the "CRM" menu is 36. All "Custom Actions" will, however, be displayed in the droplist for "Custom Actions" on each of the Extensions forms.

Back to Custom Actions Index

Usage Notes: In general the "Custom Actions" function is used to create new CRM items for an CRM Contact. The item that is created is identified by the first word of each "Custom Action" (i.e. "Journal" will create an CRM Journal). After the first word is a "tag" that is enclosed in parenthesis. This tag tells the Extensions processor that you want a specific kind of new item. Please see below in this section for a description of each of the available tags.

When using "Custom Actions" from the CRM menu this may be done in 2 different ways:

  • "For Selected Item(s) in folder", will first look at each of the currently selected folder items to determine if it is linked or related in some way (i.e. E-mail from a contact) to one of your CRM contacts. If a contact is found, then, the "Custom Action" function is performed for that contact. You could go to and open the same contact and use the "Custom Actions" function on the Contact form, however, using this function from the CRM menu greatly speeds up the process and eliminates the need to open a form. Let the Extensions find the linked contact for you and perform any of these "Custom Actions" functions all with ONE CLICK!.

  • "For the Active Contact", will perform any of the "Custom Actions" functions for the current CRM "Active Contact". For creating simple Journal, Task and Appointment items we recommend using the normal CRM functions, however, many Extensions users find "Custom Actions" so valuable that they want the available whenever possible, so we have included all of them for the Active Contact as well. For example: you may launch the Outlook phone dialer for the Active Contact with one click, or create a new Opportunity with one click... use "Custom Actions" for a while and you too will appreciate their simplicity and efficiency.

  • The list of "Custom Actions" is the same for each of the above, the only difference is the Contact they are launched for.

All "Custom Actions" are also available on each of the Extensions forms so that your "Custom Actions" are never more than one click away. "Custom Actions" always operate for the Contact they are on or, in the case of Journals, Tasks, Appointments, Opportunities, Projects, Portfolios they will operate for the linked CRM Contact.
When "Custom Actions" are launched from a Company form they will operate for the "Primary Contact" that has been identified and linked to the Company.

Back to Custom Actions Index

Custom Action Definitions

Dial Launches the standard Microsoft Outlook phone dialer. All of the Contacts phone numbers will be loaded into the Dialer for quick reference. The number displayed in the dialer (default) will be the number identified by the "Tag" for the "Custom Action". For example: Dial (Business) will launch the dialer with the Contact's Business phone number displayed.
Opportunity Creates a new CRM Extensions Opportunity for the specified Contact. If a "Tag" is included then the new Opportunity will be modified according to the Tag (see "Tag Definitions" below).
Project Creates a new CRM Extensions Project for the specified Contact. If a "Tag" is included then the new Project will be modified according to the Tag (see "Tag Definitions" below).
View Executes the CRM "View" menu function as specified by the "Tag". For example: "View (Appointments)" will display a list of all of the Appointments for the specified Contact sorted in Date order. The list has check boxes so that you can view more than one Appointment by clicking multiple boxes.

Please see the description of the CRM View menu for additional information on each of the "View" menu items.

When displayed on the CRM menu this Custom Action is redundant with the "View" menu selections.  "View" Custom Actions are available so that you may also have the "View" menu functionality on all of the Extensions forms.
Copy this Item Creates a copy of the specified item. When this "Custom Action" is launched from an Extensions form it will create a copy of the item (form) it was launched from.

When a new Contact is created all of the data in the first Contact is copied to the new copy but the Name, E-mail addresses, Business Phone and Mobile Phone values are blanked out to assist in making sure the data for your new Contact is correct.

When a new Journal, Task, Appointment, Opportunity, Project, WorkFlow are created all of the data in the original item is copied to the new copy and the user is prompted to identify the Contact that the new Journal is to be linked to (to avoid duplicate Journal's for the same Contact).
E-mail Creates a new CRM Extensions Journal for the specified Contact. If a "Tag" is included then the new Journal will be modified according to the Tag (see "Tag Definitions" below).
Journal Creates a new CRM Extensions Journal for the specified Contact. If a "Tag" is included then the new Journal will be modified according to the Tag (see "Tag Definitions" below).

You may also use any of the CRM "Actions" or any of the standard Outlook Journal "Entry Type" values as a tag for a Journal. If the specified tag is identical (case sensitive) to an CRM "Action" or Journal "Entry Type" then the "Entry Type" of the Journal that is created will be set to the text of the tag. Example: Journal (Lead Followup)
Task Creates a new CRM Extensions Task for the specified Contact. If a "Tag" is included then the new Task will be modified according to the Tag (see "Tag Definitions" below).
Meeting Creates a new CRM Extensions Appointment for the specified Contact. If a "Tag" is included then the new Appointment will be modified according to the Tag (see "Tag Definitions" below).
Workflow Creates a new CRM Extensions WorkFlow for the specified Contact. If a "Tag" is included then the new WorkFlow will be modified according to the Tag (see "Tag Definitions" below). WorkFlow items are supported by TeamScope's TeamWork workflow product. TeamWork is completely based within Microsoft Outlook.

Back to Custom Actions Index

Tag Definitions
Tag Name Description

Custom Actions

(valid for)
Phone Number Name This tag value is used to specify which of the 18 different standard Outlook phone numbers is to be displayed in the Outlook phone dialer when this Custom Action is selected. This list is avalable in the phone droplist on any Outlook Contact from. This tag may be any of the Phone number names spelled exactly as they appear in the droplist. Dial
View menu names See the CRM "View" menu for a list of the available views that may be used here. Any "View" menu item may be used as a tag for the "View" Custom Action. Example: View (Contacts at Same Company). View
Phone Call Specifies that the created Item (Journal, Task or Meeting) will be setup as a "Phone Call" item. The text "[Phone Call]" will be placed at the end of the Subject of the created item. This is most significant for use in creating Journals which will also set the "Entry Type" of the Journal to be "Phone Call". Journal, Task, Meeting
Next Action The "Next Action" tag is a very handy one if you are actively using the "Next Action" field to track what the next action should be for each of your contacts. When used to create a Journal, Task or Appointment/Meeting this tag will append to the Subject the Contact's current "Next Action" value and also the "Next Action Date". For Tasks the "Due Date" will be set to the "Next Action Date" and for Appointments the "Start Date" will be set to "Next Action Date". This is a very quick and handy way to create Tasks, Appointments and Journals for the "Next Action". Journal, Task, Meeting
Next Action No Reminder Same as "Next Action" above except the Outlook Reminder will not be turned on. This is only applicable if your CRM Task or Calendar folders are pointed to / using your personal Task or Calendar folder. Journal, Task, Meeting (when CRM is pointed to your personal folders)
Follow-on Often a Task or Meeting necessitates another "Follow-on" Task or Meeting. In this case it is nice to have Follow-on Task/Meeting marked as "Follow-on" and to copy the notes from the previous Task/Meeting into the notes for the new Follow-on Task/Meeting. This is what the "Follow-on" tag does for you. The text "Follow-on" will be appended to the Subject of the new "Follow-on" Task/Meeting. Multiple Follow-on items will be noted by "Follow-on2" for the third Follow-on of the same Task/Meeting. Task, Meeting
Billable The Billable tag will create a Journal with the "Billable Item" checked which will also turn the Journal timer on when the Journal is displayed. Journal
Copy Notes On each of the "CRM Functions" tabs there is a "Copy Notes" checkbox next to the "Custom Actions" function. This tag will override the setting of this checkbox and always copy the notes of the current item into the notes of the item that the "Custom Action" is to create.

This function is also handy when using a "Custom Action" from the "CRM" menu (where you can't see how the "Copy Notes" checkbox is set since the item the Custom Action is operating for is not open).		 E-mail, Journal, Task, Meeting, Opportunity, Project
No Notes Same as "Copy Notes" above except that the notes are NOT copied. E-mail, Journal, Task, Meeting, Opportunity, Project
Blank Items with this tag will be created with a blank Subject and Notes fields.

The user's Outlook signature (if any) is not removed.

 E-mail, Journal, Task, Meeting, Opportunity, Project
Personal Using the "Personal" tag will create the item in your corresponding personal Outlook folder. Example: Meeting (Personal) will create the meeting on your personal Outlook Calendar. Journal, Task, Meeting
Selected E-mail
 		 This tag requires that the selected folder item be any of the different types of email (normal email, meeting invite, task request, etc.). This tag has different behaviors depending on where the Custom Action was launched from. From the "CRM" menue it could be for the "Selected Folder Item(s) or the Active Contact... or... it could be from one of the Extensions forms (Contact, Journal, Task, Opportunity, etc).

CRM Menu / Selected Folder Item(s) is perhaps the most useful and powerful. You may have any number of items highlighted and this function will create a separate Journal item for each on and the Journal will be linked to the sender's contact record. This is done completely independently of who the current CRM "Active Contact" is.

The CRM menu / Active Contact / Custom Action and the Custom Actions on the Extensions forms operate the same as each other. Still very useful but slightly different than the "Selected Folder Item(s)" version. This will create a Journal for the first selected E-mail but will always Journal it (link the Journal to) the Active Contact (or the when launched from an Extensions form, the primary contact linked to the form). This can be very useful when you want to Journal an email to a contact that did not send the email to you.  Note: if multiple E-mails are selected only the first one will be Journaled with this function.

In all the above cases (and all Extensions Journaling of E-mail), the Journal "Notes" field will contain the text of the email AND the original E-mail will be added to the Journal as an attachment. If the E-mail had attachments they will still be there in the E-mail that is embedded as an attachment in the Journal. This way you never loose that email and you have an original copy.		 Journal
Selected E-mail to Project This has much the same behavior as the "Selected E-mail" tag above. The selected E-mail may now be Journaled directly to a project in one step. The user will be prompted to select the Project (or Opportunity) that the Journal is to be linked to. The Journal will also be linked to the Contact and Company of the Project/Opportunity.

The Project/Opportunity selection dialog is very flexible allowing the user to use many different filtering options to quickly get to the Project/Opportunity to Journal the E-mail for.

As with all Extensions Journaling of E-mail the E-mail message will be embedded (preserved) into the Journal (in its entirety, attachments and all) as an attachment.		 Journal
Selected E-mail to Opportunity
 		 Same as "Selected E-mail to Project" above Journal
Reply To Selected E-mail You may now reply to any selected E-mail without changing the CRM "Active Contact"... The E-mail that is created by this Custom Action will be a reply to the selected item(s)... and... the reply E-mail will be Journaled to the Contact that sent the selected item... and a copy of the reply E-mail will be embedded as an attachment in the Journal. The Journal is created at the time the Reply is sent. This function is not affected by who the Active Contact is when the E-mail is sent... this function is completely independent of the CRM "Active Contact".

Which Contact the Reply E-mail will be addressed to uses the following rules:

  1. When launched from the "CRM" menu for "Selected Folder Item(s)" the Reply E-mail will be addressed to and Journaled to the Contact that sent you the selected E-mail.

  2. When launched from the "CRM" menu for "Active Contact" the Reply E-mail will be addressed to and Journaled to the Active Contact.
    Similiarly, when launched from a form, the Reply E-mail will be addressed to and Journaled to the Contact the form is linked to (the Contact if launched from a Contact).

Creative use of these rules can be very productive to quickly process and manage your E-mail.

 E-mail
Attach Item shortcut
 		 Attach a shortcut to the Item that the Custom Action was launched from into the item that is created by this Custom Action. The text of this tag ("Attach Item shortcut") may be placed within the parens surrounding the tag or at the end of the Custom Action.

This tag may be combined with any of the other tags.		 All Custom Actions that create items
Attach Item Attach the Item that the Custom Action was launched from into the item that is created by this Custom Action. The text of this tag ("Attach Item shortcut") may be placed within the parens surrounding the tag or at the end of the Custom Action.

This tag may be combined with any of the other tags.		 All Custom Actions that create items
Email2 By default an E-mail in CRM when created is addressed to the Contact's first E-mail address. This tag provides for creating an E-mail that is addressed to the Contact's 2nd E-mail address. One click and you will have an E-mail to the Contact's second E-mail address and the E-mail will be Journaled to that Contact. E-mail
Email3 Same as "Email2" above except using the 3rd E-mail address of the Contact. E-mail
EmailAll Same as "Email2" above except using ALL of the E-mail addresses of the Contact. Any and all of the Contact's E-mail addresses will appear in the "To" line of the E-mail that is created. This E-mail will also be Journaled to the same Contact. E-mail
Workflow Name The TeamScope Software company has another Outlook based product called TeamWork. This is a very flexible and very strong product for managing, processing and supporting workflows within your organization. Just like CRM, TeamWork stores the workflow data in the Exchange Public Folders and the user interface is completely within Microsoft Outlook.

TeamWork is a beautiful solution for the typical tracking, ordering, processing, approval routing types of processes commonly found in today's workplace.

This tag provides for
Creating any of your TeamWork workflow items right from within CRM The workflow item will be linked to the CRM Contact.
You can view/open any and all of the workflow items for a Contact on the Contact's "Data Views" tab.
Specify an Outlook folder View for the TeamWork workflow folder to display the desired workflow data (right on the Extensions Contact form).

Each Workflow folder is identified to CRM through the CRM Options Manager on the "Extensions General" tab. The "Data Views Other Folders" option provides for specifing the Workflow name, the folder path and the default view to be used in the Data Views grid when the folder is selected. Together these provide a complete link between CRM and the TeamWork workflow product.

Track support tickets, Order supplies, route documents for review and approval... anyone with Microsoft Office connected to your Exchange server can participate in the workflow.

Please Contact Us for additional information on TeamWork workflow product from TeamScope Software.

Back to Custom Actions Index

WorkFlow

Admin Notes: The maximum number of "Custom Actions" that can be displayed on the "CRM" menu is 36. All "Custom Actions" will, however, be displayed in the droplist for "Custom Actions" on each of the Extensions forms.

The Extensions installation process includes all of the Default Values listed above. The value of each of the different "Custom Actions" will vary for each company's use of CRM, so it is expected that the CRM admin will adjust the list (using the CRM Options manager, pictured above, to add / remove as appropriate to match their company's usage requirements.

You may want to start with a reduced list of "Custom Actions" to simplify the learning curve for your new users and then after they have been using CRM for a week or two then send them the reference to this page so that they can review all "Custom Actions" that are available and request that some be added for them to try out.

Back to Custom Actions Index

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Description: CRM Extensions Contact 'Custom Actions' will often include some additional text in the Subject of the item created by the Action (ex. [Next Action: Follow-up sales call, Date: 5/19/02]). This option entry is to specify the 2 characters to enclose this text within. In this example the default value of '[' and ']' are used. If this option is blank then no additional text is added to the subject of the new item except in the case when a Task is created and then then new Task Subject will still contain the Full Name (Company Name) of the Contact the Task was created for.
Default Value: []
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: External Functions allow dynamic linking and launching of processes external to CRM system (internal web, external web and other organizational processes via ASP pages, Word & Excel Docs, Excel DataFeeds, etc). Any valid CRM field name (enclosed in {{Field Name}} braces) maybe used in the associated 'Contact External Functions Links' strings to build dynamic context sensitive URLs to access your processes, webpages and documents. These values here will be displayed in the CRM Menu and in the External Functions droplist on the CRM Extensions forms.
Default Value:

  1. Display Sample Files folder

  2. Excel Example

  3. Excel DataFeed Example

  4. Word Example

  5. Access Example

  6. PowerPoint Example

  7. FTP Download

  8. Fed Ex Package Tracking

  9. Charts

  10. Recent News

  11. Company Report

  12. SEC Filings

  13. Advisor FYI

  14. Analyst Info

  15. Financial Results

  16. Research Wizard

  17. Community

  18. Print Report

  19. Current Time in Business Address City

  20. Weather in Business Address City

  21. Travel Planning

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist of URL strings that correspond on a one-to-one basis with the 'Contact External Functions' droplist values. When the user selects a ‘Contact External Function’ droplist item and then clicks the ‘Go’ button, then the corresponding ‘Contact External Functions Links’ string is retrieved, then processed for CRM field substitutions and then executed as a URL in the MS Internet Explorer brower (launching web pages, ASP pages, etc.), or passed to the appropriate MS Office application (ie. Word, Excel, PowerPoint, Access, open Word/Excel documents, text files, etc.). Note: if the link text displays as a blue hyperlink then you must break the hyperlink formatting by putting a space after the colon (ex http: //www.website.com).
Default Value:

  1. FILE: {{App.Path}}\Sample Files\

  2. Excel:{{App.Path}}\Sample Files\Excel Example.xls

  3. Excel:{{App.Path}}\Sample Files\Excel DataFeed Example.xls, FileType=DataFeed, Journal=Link, JournalDisplay=Yes, EntryType=Microsoft Excel, UpdateLinks=0, PSW=, ExcelDisplay=Yes

  4. Word:{{App.Path}}\Sample Files\Word Example.doc

  5. Access:{{App.Path}}\Sample Files\Access Example.mdb

  6. PowerPoint:{{App.Path}}\Sample Files\PowerPoint Example.ppt

  7. ftp: //ThisFTPLinkIsJustAnExample.com/SampleFile.doc

  8. http: //www.fedex.com/cgi-bin/tracking?action=track&last_action=alttrack&ascend_header=1 &cntry_code=us&initial=x&mps=y&tracknumbers={{Custom Field2}}

  9. http: //moneycentral.msn.com/investor/charts/charting.asp?symbol={{Custom Field1}}

  10. http: //moneycentral.msn.com/scripts/webquote.dll?iPage=news&symbol={{Custom Field1}}

  11. http: //moneycentral.msn.com/investor/research/profile.asp?symbol={{Custom Field1}}

  12. http: //moneycentral.msn.com/investor/sec/mda.asp?symbol={{Custom Field1}}

  13. http: //moneycentral.msn.com/investor/invsub/advisor/advisor.asp?symbol={{Custom Field1}}

  14. http: //moneycentral.msn.com/investor/invsub/analyst/earnest.asp?symbol={{Custom Field1}}

  15. http: //moneycentral.msn.com/investor/invsub/results/hilite.asp?symbol={{Custom Field1}}

  16. http: //moneycentral.msn.com/investor/research/wizards/SRW.asp?symbol={{Custom Field1}}

  17. http: //moneycentral.msn.com/community/recommend/recticker.asp?symbol={{Custom Field1}}

  18. http: //moneycentral.msn.com/investor/research/printrep.asp?symbol={{Custom Field1}}

  19. http: //www.mich.com/~timezone/result.cgi?typed-list= {{Business Address City}}

  20. http: //www.msnbc.com/news/wea_front.asp?ta=y&tab=BW&tp=&czstr= {{Business Address City}}

  21. http: //www.Expedia.com/

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Specify your desired minitab names on the first major tab of the CRM Contact form (to hide one of the minitabs set the name to blank). 4 values are required, blank values hide the corresponding tab.
Default Value:

  1. CRM Info

  2. Contact Type

  3. Custom Fields

  4. Notes

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Field labels for the fields on the CRM Info mini-tab (first mini-tab) which is on the CRM Contact form (‘Contact Info’ major tab).
Default Value:

  1. Next Action:

  2. Next Action Date:

  3. Sales Region:

  4. Contact Type:

  5. Buying Role:

  6. Assigned To:

  7. Referred By:

  8. Customer ID:

  9. Created By:

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action' droplist on the CRM Contact form. Users may type in their own Next Action, this list just provides a standard or often used set to choose from.
Default Value:

  1. None

  2. Intro Sales Call

  3. Introduce Services

  4. Collect Project Requirements

  5. Submit Project Proposal

  6. Project Review

  7. Project Installation

  8. TLC Follow-up Call

  9. Check for Resume Receipt

  10. Call for Interview

  11. Call Interview Follow-up

  12. E-mail Interview Thank You

  13. Check Back for Open Opportunities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action Date' droplist on the CRM Contact form. Users may type in their own ‘Next Action Dates’, this list simply provides a standard or often used set to choose from. Outlook is very smart in interpreting these strings (ex. 'Friday' , 'Monday', '2 weeks from today'). Validate the values you would like to use by typing the value into any date field on standard Outlook Contact form.
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Keeping track of the "Next Action" (NA) and "Next Action Date" (NAD) can be critical for successful sales or customer intereaction. The primary values for NA/NAD are stored in the Contact item. The Extensions also provides NA/NAD fields on the "Child" (Journal/Task/Appt/Opportunity) forms. Each of these "Child" forms also have an "Update" button so that when the NA/NAD values are changed on the "Child" form the user can easily (manually) update the primary(master) NA/NAD values in the Contact item. When this option is set to "Yes" then, anytime the NA/NAD values are changed in the "Child" forms then the NA/NAD fields in the associated Contact item will automatically be updated with the same value, thus keeping the Contact NA/NAD values always up to date automatically. This function does not apply to the Company form.
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Job Title' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list).
Default Value:

  1. CEO

  2. CTO

  3. CFO

  4. COO

  5. President

  6. Principle

  7. VP Sales

  8. VP Marketing

  9. VP Operations

  10. Director

  11. Regional Sales Manager

  12. Sales Manager

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Sales Region' droplist on the CRM Contact form. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Northwest

  2. Southwest

  3. Northcentral

  4. Southcentral

  5. Northeast

  6. Southeast

  7. Europe

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Contact Type' droplist on the CRM Contact form. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Prospect

  2. Customer

  3. Prospective Partner

  4. Partner

  5. Consultant

  6. Dealer

  7. Service Provider

  8. Marketing Resource

  9. Tech Resource

  10. Tester

  11. Competitor

  12. Vendor

  13. Other

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Buying Role' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list).
Default Value:

  1. Analyst

  2. Influencer

  3. Recommender

  4. Decision Maker

  5. Budget Controller

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Assigned To' droplist on the CRM Contact form. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. SteveD

  2. CraigL

  3. CRM Users

  4. Your Employees

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: List of E-mail addresses corresponding to each of the 'Assigned To' droplist entries on the CRM Contact form. When an CRM Contact is reassigned to another person (in the 'Contact Assigned To' list) then the user is prompted to send an E-mail notification of this change TO the new Assignee and CC to the previous Contact Assignee. Leave this list Blank to turn off this E-mail notification functionality. The number of 'Contact Assigned To Email' entries must be equal to the number of 'Contact Assigned To' entries (the first matches with the first, 2nd with 2nd, etc.)
Default Value:

  1. steved_AT_swdittmar.com

  2. craigl_AT_swdittmar.com

  3. outlookcrmuser1_AT_swdittmar.com

  4. outlookcrmuser2_AT_swdittmar.com

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Referred By' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list).
Default Value:

  1. Customer names

  2. Vendor names

  3. Partner names

  4. whoever refers business to you

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Field labels for the custom fields on the 'Custom Fields' minitab on the CRM Contact form (third mini-tab).
Default Value:

  1. Custom Field1

  2. Custom Field2

  3. Custom Field3

  4. Custom Field4

  5. Custom Field5

  6. Custom Field6

  7. Custom Field7

  8. Custom Field8

  9. Custom Field9

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field1' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field2' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field3' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field4' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field5' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field6' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field7' droplist on the CRM Contact form. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for 'Custom Field8' on the CRM Contact form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean)
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for 'Custom Field9' on the CRM Contact form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean)
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Notes' droplist (fourth mini-tab) on the CRM Contact form. This function will allow the user to type in a unique note for each of these droplist values. This is a very nice way to capture notes that are specific to your business environment and usage of the CRM Extensions forms.
Default Value:

  1. Detail on Next Action

  2. Referral Notes

  3. Sales Strategy

  4. Specific Buying Role

  5. Follow-on Sales Ideas

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Same functionality as the 'Contact External Functions' except specific to the CRM Company form. External Functions allow dynamic linking and launching of processes external to CRM system (internal web, external web and other organizational processes via ASP pages, etc). Any valid CRM field name (enclosed in {{Field Name}}) maybe used in the associated 'Company External Functions Links' strings to build dynamic context sensitive URLs to access your processes and webpages. These values here will be displayed in the External Functions droplist on the CRM Extensions Company form. Leave this value blank to use the ‘Contact External Functions’ values in this droplist.
Default Value:

  1. Reuters

  2. Stock Quote

  3. Snapshot

  4. Charts

  5. Recent News

  6. Company Report

  7. SEC Filings

  8. Advisor FYI

  9. Analyst Info

  10. Financial Results

  11. Insider Trading

  12. Research Wizard

  13. Community

  14. Print Report

  15. Current Time in Business Address City

  16. Weather in Business Address City

  17. Travel Planning

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Same functionality as the 'Contact External Functions Links' except specific to the CRM Company form. Droplist of URL strings that correspond on a one-to-one basis with the 'Contact External Functions' droplist values. When the user selects a ‘Company External Function’ droplist item and then clicks the ‘Go’ button, then the corresponding ‘Company External Functions Links’ string is retrieved, then processed for CRM field substitutions and then executed as a URL in the MS Internet Explorer brower (launching web pages, ASP pages, open Word/Excel documents, text files, etc.).
Default Value:

  1. http: //www.reuters.com/home.jhtml

  2. http: //moneycentral.msn.com/scripts/webquote.dll?ipage=qd&symbol={{Contact.Custom Field1}}

  3. http: //moneycentral.msn.com/investor/research/newsnap.asp?symbol={{Contact.Custom Field1}}

  4. http: //moneycentral.msn.com/investor/charts/charting.asp?symbol={{Contact.Custom Field1}}

  5. http: //moneycentral.msn.com/scripts/webquote.dll?iPage=news&symbol={{Contact.Custom Field1}}

  6. http: //moneycentral.msn.com/investor/research/profile.asp?symbol={{Contact.Custom Field1}}

  7. http: //moneycentral.msn.com/investor/sec/mda.asp?symbol={{Contact.Custom Field1}}

  8. http: //moneycentral.msn.com/investor/invsub/advisor/advisor.asp?symbol={{Contact.Custom Field1}}

  9. http: //moneycentral.msn.com/investor/invsub/analyst/earnest.asp?symbol={{Contact.Custom Field1}}

  10. http: //moneycentral.msn.com/investor/invsub/results/hilite.asp?symbol={{Contact.Custom Field1}}

  11. http: //moneycentral.msn.com/investor/invsub/insider/trans.asp?symbol={{Contact.Custom Field1}}

  12. http: //moneycentral.msn.com/investor/research/wizards/SRW.asp?symbol={{Contact.Custom Field1}}

  13. http: //moneycentral.msn.com/community/recommend/recticker.asp?symbol={{Contact.Custom Field1}}

  14. http: //moneycentral.msn.com/investor/research/printrep.asp?symbol={{Contact.Custom Field1}}

  15. http: //www.mich.com/~timezone/result.cgi?typed-list= {{Business Address City}}

  16. http: //www.msnbc.com/news/wea_front.asp?ta=y&tab=BW&tp=&czstr= {{Business Address City}}

  17. http: //www.Expedia.com/

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Specify your desired minitab names on the first major tab of the CRM Company form (to hide one of the minitabs set the name to blank). 5 values are required, blank values hide the corresponding tab.
Default Value:

  1. CRM Info

  2. Company Type

  3. Custom Fields

  4. Notes

  5. Industries

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Field labels for the fields on the CRM Info mini-tab (first mini-tab) which is on the CRM Company form (‘Company Info’ major tab).
Default Value:

  1. Next Action:

  2. Next Action Date:

  3. Sales Region:

  4. Company Type:

  5. Assigned To:

  6. Referred By:

  7. Customer ID:

  8. Primary Contact:

  9. Created By:

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action' droplist on the CRM Company form. If this list is blank(empty) the 'Next Action' droplist on the Company form will be loaded with the Contact 'Next Action' droplist values. Users may type in their own Next Action, this list just provides a standard or often used set to choose from.
Default Value:

  1. None

  2. Intro Sales Call

  3. Introduce Services

  4. Collect Project Requirements

  5. Submit Project Proposal

  6. Project Review

  7. Project Installation

  8. TLC Follow-up Call

  9. Check for Resume Receipt

  10. Call for Interview

  11. Call Interview Follow-up

  12. E-mail Interview Thank You

  13. Check Back for Open Opportunities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action Date' droplist on the CRM Company form. If this list is blank(empty) the 'Next Action Date' droplist on the Company form will be loaded with the Contact 'Next Action Date' droplist values. Users may type in their own ‘Next Action Dates’, this list just provides a standard or often used set to choose from. Outlook is very smart in interpreting these strings (validate the values you would like to use by typing the value into any date field on standard Outlook Contact form).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Company Type' droplist on the CRM Company form. If this list is blank(empty) the 'Contact Type' droplist values from the CRM Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Lead

  2. Prospect

  3. Customer

  4. Vendor

  5. Supplier

  6. Partner

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Sales Region' droplist on the CRM Company form. If this list is blank(empty) the 'Sales Region' droplist values from the Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Northwest

  2. Southwest

  3. Northcentral

  4. Southcentral

  5. Northeast

  6. Southeast

  7. Europe

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Assigned To' droplist on the CRM Company form. If this list is blank(empty) the 'Assigned To' droplist values from the Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. SteveD

  2. CraigL

  3. CRM Users

  4. Your Employees

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: List of E-mail addresses corresponding to each of the 'Assigned To' droplist entries on the CRM Company form. When an CRM Company is reassigned to another person (in the 'Company Assigned To' list) then the user is prompted to send an E-mail notification of this change TO the new Assignee and CC to the previous Company Assignee. If this list is blank(empty) the 'Contact Assign To Email' values from the Contact form will be used. The number of 'Company Assigned To Email' entries must be equal to the number of 'Company Assigned To' entries (the first matches with the first, 2nd with 2nd, etc.)
Default Value:

  1. steved_AT_swdittmar.com

  2. craigl_AT_swdittmar.com

  3. CRMuser1_AT_swdittmar.com

  4. CRMuser2_AT_swdittmar.com

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Referred By' droplist on the CRM Company form. If this list is blank(empty) the 'Referred By' droplist values from the Contact form will be used.
Default Value:

  1. Customer names

  2. Vendor names

  3. Partner names

  4. whoever refers business to you

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Field labels for the custom fields on the CRM Company form (3rd minitab on the 'CRM Functions' tab). If this list is blank(empty) the Custom Field labels from the Contact form will be used.
Default Value:

  1. Custom Field1

  2. Custom Field2

  3. Custom Field3

  4. Custom Field4

  5. Custom Field5

  6. Custom Field6

  7. Custom Field7

  8. Custom Field8

  9. Custom Field9

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field1' droplist on the CRM Company form. If this list is blank(empty) the Custom Field1 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field2' droplist on the CRM Company form. If this list is blank(empty) the Custom Field2 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field3' droplist on the CRM Company form. If this list is blank(empty) the Custom Field3 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field4' droplist on the CRM Company form. If this list is blank(empty) the Custom Field4 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field5' droplist on the CRM Company form. If this list is blank(empty) the Custom Field5 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field6' droplist on the CRM Company form. If this list is blank(empty) the Custom Field6 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field7' droplist on the CRM Company form. If this list is blank(empty) the Custom Field7 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field8 on the CRM Company form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field9 on the CRM Company form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Notes' droplist (fourth mini-tab) on the CRM Company form. This function will allow the user to type in a unique note for each of these droplist values. This is a very nice way to capture notes that are specific to your business environment and usage of the CRM Extensions forms. If this list is blank(empty) the ‘Contact Custom Notes’ droplist values will be loaded into this droplist on the Company form.
Default Value:

  1. Detail on Next Action

  2. Referral Notes

  3. Sales Strategy

  4. Specific Buying Role

  5. Follow-on Sales Ideas

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: This list populates the Company Category selections on the 'CRM Info' mini-tab. This any of the Company Categories are selected from the mini-tab field then those selected Company Categories will also be added to the list of Categories that is displayed when the user clicks the 'Categories' button.
Default Value:

  1. Aerospace

  2. Energy/Oil & Gas

  3. Materials

  4. Capital Goods

  5. Commercial Services & Supplies

  6. Transportation

  7. Automobiles & Components

  8. Consumer Durables & Apparel

  9. Hotels Restaurants & Leisure

  10. Media

  11. Retailing

  12. Food & Drug Retailing

  13. Food Beverage & Tobacco

  14. Household & Personal Products

  15. Health Care Equipment & Services

  16. Pharmaceuticals & Biotechnology

  17. Banks

  18. Diversified Financial Services

  19. Insurance

  20. Real Estate

  21. Software & Services

  22. Technology Hardware & Equipment

  23. Telecommunication Services

  24. Utilities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Account Manager' droplist on the CRM Company form. This field is displayed as a droplist after droplist entries are entered here. Users will be able to type in unique values into this field, select from this droplist or use the address picker button.
Default Value:
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: List of E-mail addresses corresponding to each of the 'Account Manager' droplist entries on the CRM Company form. When an CRM Company/Account is reassigned to another person (in the 'Account Manager' list) then the user is prompted to send an E-mail notification of this change TO the new Assignee and CC to the previous Account Manager. Leave this list Blank to turn off this E-mail notification functionality. The number of 'Account Manager Email' entries must be equal to the number of 'Account Manager' entries (the first matches with the first, 2nd with 2nd, etc.)
Default Value:
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: If Yes, then automatically start the Journal timer for all Journal Entry Type values that contain 'Phone'
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: If Yes, then automatically start the Journal timer for all Journal items marked as 'Billable'
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Journal Subjects' droplist on the CRM Journal form. This is a nice way to provide standardized ‘Subjects’ for some of your Journal items to support easier reference to this data in the future. For example you may have standard process steps that should be Journaled, put the process step names into this list so the user won’t have to remember the exact phrase.
Default Value:

  1. Follow-up notes

  2. Introduce services

  3. Project estimate/quote

  4. Project design change request

  5. Project issue report

  6. Invoice sent

  7. Payment received

  8. TLC Follow-up notes

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Sets the default selection for where the Insert Text function on the Journal form inserts the text. 'Notes' will insert the text string at the beginning of the Journal Notes field. ‘Clipboard’ will be place the text (with field substitutions) into the users clipboard so that they may paste the text into any Windows application. Field substitutions (i.e. {{Field Name}}) are performed on the string before being inserted.
Default Value: Notes
Possible Values:

  1. Notes

  2. Clip Board

Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Insert Text' droplist on the CRM Journal form. These are the user friendly names for the 'Journal Insert Text Strings'. The number of Journal Insert Text Names must be equal to the number of Journal Insert Text Strings (the first matches with the first, 2nd with 2nd, etc.)
Default Value:

  1. Text without fields

  2. Text with field substitutions

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Text strings that are paired with the corresponding ‘Journal Insert Text Names’. Any valid CRM field '{{Field Name}}' is supported in these strings. To reference the 'Parent' of the Journal item, prefix the field name with 'Parent.' (ex. {{Parent.Subject}}, may also use {{Contact.Business Telephone Number}} or {{Company.Business Address}}). Use to indicate a new line.
Default Value:

  1. This is the text with no fields

  2. Here is an example of fields in a string Journal Subject = {{Subject}}, Parent Subject = {{Parent.Subject}}, Contact Business Phone = {{Contact.Business Telephone Number}}, and Company Categories = {{Company.Categories}}

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Sets the 'Copy Notes' default value for the Custom Actions function on the Journal form. If Yes, then a copy the Journal notes from current Journal item will be copied to the notes of the new item being created (Journal or Task). This setting can be overridden by the 'Custom Action' control tags ('Copy Notes', 'No Notes', 'Blank') for a specific 'Custom Action'.
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Same functionality as the 'Contact External Functions' except specific to the CRM Company form. External Functions allow dynamic linking and launching of processes external to CRM system (internal web, external web and other organizational processes via ASP pages, etc). Any valid CRM field name (enclosed in {{Field Name}}) maybe used in the associated 'Journal External Functions Links' strings to build dynamic context sensitive URLs to access your processes and webpages. These values here will be displayed in the External Functions droplist on the CRM Extensions Journal form. Leave this value blank to use the ‘Contact External Functions’ values in this droplist.
Default Value:

  1. Display company folder

  2. Reuters

  3. Reuters Finance

  4. Reuters News

  5. Reuters Quote

  6. Stock Quote

  7. Snapshot

  8. Charts

  9. Recent News

  10. Company Report

  11. SEC Filings

  12. Advisor FYI

  13. Analyst Info

  14. Financial Results

  15. Insider Trading

  16. Research Wizard

  17. Community

  18. Print Report

  19. Current Time in Business Address City

  20. Weather in Business Address City

  21. Travel Planning

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Same functionality as the 'Contact External Functions Links' except specific to the CRM Company form. Droplist of URL strings that correspond on a one-to-one basis with the 'Contact External Functions' droplist values. When the user selects a ‘Journal External Function’ droplist item and then clicks the ‘Go’ button, then the corresponding ‘Journal External Functions Links’ string is retrieved, then processed for CRM field substitutions and then executed as a URL in the MS Internet Explorer brower (launching web pages, ASP pages, open Word/Excel documents, text files, etc.).
Default Value:

  1. {{TPersonal Home Page}}

  2. http: //www.reuters.com/home.jhtml

  3. http: //www.reuters.com/finance.jhtml

  4. http: //www.reuters.com/news.jhtml

  5. http: //www.reuters.com/financeQuoteLookup.jhtml?qtype=sym&qcat=sbox&infotype=info&ticker={{Contact.Custom Field1}}&x=13&y=8

  6. http: //moneycentral.msn.com/scripts/webquote.dll?ipage=qd&symbol={{Contact.Custom Field1}}

  7. http: //moneycentral.msn.com/investor/research/newsnap.asp?symbol={{Contact.Custom Field1}}

  8. http: //moneycentral.msn.com/investor/charts/charting.asp?symbol={{Contact.Custom Field1}}

  9. http: //moneycentral.msn.com/scripts/webquote.dll?iPage=news&symbol={{Contact.Custom Field1}}

  10. http: //moneycentral.msn.com/investor/research/profile.asp?symbol={{Contact.Custom Field1}}

  11. http: //moneycentral.msn.com/investor/sec/mda.asp?symbol={{Contact.Custom Field1}}

  12. http: //moneycentral.msn.com/investor/invsub/advisor/advisor.asp?symbol={{Contact.Custom Field1}}

  13. http: //moneycentral.msn.com/investor/invsub/analyst/earnest.asp?symbol={{Contact.Custom Field1}}

  14. http: //moneycentral.msn.com/investor/invsub/results/hilite.asp?symbol={{Contact.Custom Field1}}

  15. http: //moneycentral.msn.com/investor/invsub/insider/trans.asp?symbol={{Contact.Custom Field1}}

  16. http: //moneycentral.msn.com/investor/research/wizards/SRW.asp?symbol={{Contact.Custom Field1}}

  17. http: //moneycentral.msn.com/community/recommend/recticker.asp?symbol={{Contact.Custom Field1}}

  18. http: //moneycentral.msn.com/investor/research/printrep.asp?symbol={{Contact.Custom Field1}}

  19. http: //www.mich.com/~timezone/result.cgi?typed-list= {{Business Address City}}

  20. http: //www.msnbc.com/news/wea_front.asp?ta=y&tab=BW&tp=&czstr= {{Business Address City}}

  21. http: //www.Expedia.com/

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: 'Yes' to hide the 'Next Action' function controls on the CRM Journal form. Since a Journal is typically used make records of past events it could be confusing to your users to have 'Next Action' controls on a Journal form (they are on the Journal form for visual consistency with the Task form). If you organization has a use for the 'Next Action' function on the Journal form then set this value to 'No'.
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action' droplist on the CRM Journal form. If this list is blank(empty) the 'Next Action' droplist on the Journal form will be loaded with the Contact 'Next Action' droplist values. Users may type in their own Next Action, this list just provides a standard or often used set to choose from.
Default Value:

  1. None

  2. Intro Sales Call

  3. Introduce Services

  4. Collect Project Requirements

  5. Submit Project Proposal

  6. Project Review

  7. Project Installation

  8. TLC Follow-up Call

  9. Check for Resume Receipt

  10. Call for Interview

  11. Call Interview Follow-up

  12. E-mail Interview Thank You

  13. Check Back for Open Opportunities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action Date' droplist on the CRM Journal form. If this list is blank(empty) the 'Next Action Date' droplist on the Journal form will be loaded with the Contact 'Next Action Date' droplist values. Users may type in their own ‘Next Action Dates’, this list just provides a standard or often used set to choose from. Outlook is very smart in interpreting these strings (validate the values you would like to use by typing the value into any date field on standard Outlook Contact form).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for the checkbox that controls if the 'Next Action' and 'Next Action Date' fields on the CRM Contact are updated when the 'Update' button is clicked. The user my override this value on the Journal form.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Default value for the checkbox that controls if the Journal Subject is updated with 'Next Action' and 'Next Action Date' values when the 'Update' button is clicked. The user my override this value on the Journal form.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Specify your desired minitab names on the 'CRM Functions' tab of the CRM Journal form (to hide one of the minitabs set the name to blank). 4 values are required, blank values hide the corresponding tab.
Default Value:

  1. CRM Info

  2. Journal Type

  3. Custom Fields

  4. Notes

Possible Values:
Usage Notes:  
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Description: Field label for the 'Journal Type' field (just above 'Modified By'). You may use this field to further classify or categorize your Journal items and may 'Group' the Journal folder by the 'Journal Type' field to view your Journal items by these classifications. This field is tied to the multi selectable field on the second minitab (by default labeled 'Journal Type').
Default Value: Journal Type
Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Journal Type' droplist on the CRM Journal form. If this list is blank(empty) the 'Contact Type' droplist values from the CRM Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Lead

  2. Prospect

  3. Customer

  4. Vendor

  5. Supplier

  6. Partner

Possible Values:
Usage Notes:  
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Description: Field labels for the custom fields on the CRM Journal form (3rd minitab on the 'CRM Functions' tab). If this list is blank(empty) the Custom Field labels from the Contact form will be used.
Default Value:

  1. Custom Field1

  2. Custom Field2

  3. Custom Field3

  4. Custom Field4

  5. Custom Field5

  6. Custom Field6

  7. Custom Field7

  8. Custom Field8

  9. Custom Field9

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Custom Field1' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field1 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field2' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field2 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field3' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field3 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field4' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field4 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field5' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field5 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field6' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field6 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field7' droplist on the CRM Journal form. If this list is blank(empty) the Custom Field7 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field8 on the CRM Journal form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
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Description: Default value for Custom Field9 on the CRM Journal form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Notes' droplist (fourth mini-tab) on the CRM Journal form. This function will allow the user to type in a unique note for each of these droplist values. This is a very nice way to capture notes that are specific to your business environment and usage of the CRM Extensions forms. If this list is blank(empty) the ‘Contact Custom Notes’ droplist values will be loaded into this droplist on the Journal form.
Default Value:

  1. Detail on Next Action

  2. Referral Notes

  3. Sales Strategy

  4. Specific Buying Role

  5. Follow-on Sales Ideas

Possible Values:
Usage Notes:  
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Description: Background color value for the Journal form ‘CRM Functions’ title banner. The purpose for this color banner is to help users quickly have a visual distinction between the Extensions Journal and Task forms (both are very similar for ease of use). If no value is given then the Outlook default is used. Color value formats must be in the vbScript 'hex' format of (&&H00e1c49f), don't use the parens. These Color values are most easily obtained by editing an Outlook form, right click on the background and select 'Advanced Properties'. Then experiment with different custom colors for the 'Backcolor' property. The hex value will be displayed for your custom color, use it here.
Default Value: &H00e1c49f
Possible Values:
Usage Notes:  
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Description: When recording Billable time that will be invoiced to one of your Contacts, the customer often prefers to be notified of each billable action/Journal record. When this option is not blank then, when a Billable Journal item is saved the user will be prompted to send an E-mail summary of the Journal to the linked Contact's E-mail1 address. The list of available selections here come from the "Reply Templates" Options tab. Leave Blank to turn this option OFF. To use this option select 2 items in the list, first for the E-mail Subject and second for the E-mail note text. If the Subject selection is lower in the list, then click the little grey box and move it above the note text selection.
Default Value:
Possible Values: {{User.Reply Templates}}
Usage Notes:  
Admin Notes:  

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Description: For the Billable Time calculations, this is the increment of time for billing. As the billable minutes increase the Billable Time will increase by this increment (rounded either up or down depending on 'Journal Increment Round Up" setting).
Default Value: 10
Possible Values:
Usage Notes:  
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Description: Controls billing increment rounding for Billable Time calculations. As the billable minutes increase the Billable Time will increase the specified 'Journal Billable Increment' (rounded either up or down depending on this setting).
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Default hourly rate for Billable Time calculations. This value can be overridden on the Journal form for a specific billing activity. This entry here may also be an CRM field name referencing the field on the Journal, Contact or Company form that will contain the Hourly Rate. Use any valid CRM field reference (ex. {{Contact.Custom Field6}} ). Upward searching from Journal to Contact to Company will occur to find the first non-zero value to use for ‘Hourly Rate’ (ie. Use a field that exists in all 3 of these forms like {{Journal.Custom Field6}}, if the Journal is blank/zero then ‘Contact.’ Will be substituted for Journal and then Company for Contact looking for a value greater than zero.
Default Value: 150
Possible Values:
Usage Notes:  
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Description: If a Journal activity is 'Billable' with a ‘Billable Time’ value greater than zero, then the Billable Time used in the calculations will not be less than this value.
Default Value: 75
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Journal Other Charges' droplist on the CRM Journal form. These are paired on a one-to-one basis with the corresponding entry in the ‘Journal Other Charges Amounts’ entries.
Default Value:

  1. Meals

  2. Parking

  3. Documentation

  4. Shop rags

Possible Values:
Usage Notes:  
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Description: Droplist of Other Charge Amounts that correspond on a one-to-one basis with the 'Other Charges' droplist on the CRM Journal form. The user may also enter unique ‘Other Charges Amounts’. This pair of lists to make data entry for your typical charges easy for your users.
Default Value:

  1. 25

  2. 10

  3. 49.95

  4. 4.95

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Journal Payment Due' droplist on the CRM Journal form. Outlook is very good at translating word phrases into the corresponding date values. These values are simply shortcut ways to set the Payment Due date (user can type in a specific date as well).
Default Value:

  1. 10 days

  2. 15 days

  3. 30 days

  4. 45 days

  5. 60 days

  6. 90 days

  7. 1 week

  8. 2 weeks

  9. 3 weeks

  10. 4 weeks

  11. End of this month

  12. First of next month

Possible Values:
Usage Notes:  
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Description: This is the default number of days from "today" (when the billing is sent out) that the "Payment Due" field is set to if the user has not specified a Due Date. This is used by the "E-mail Bill" button. This value is numberic (the number of days).
Default Value: 30
Possible Values:
Usage Notes:  
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Description: When creating Task reminders to make sure your payments are received on time this value is the number of days that will be added to the Payment Due date to set the Due Date for the Task that is created ('Reminder' button on Journal Billing Info tab, Billing mini tab).
Default Value: 5
Possible Values:
Usage Notes:  
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Description: Default value for the 'Auto Create Task Reminder' checkbox. If Yes, then a reminder CRM Task will be created for the user when they click the 'E-mail Bill' button.
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Journal Payment Type' droplist on the CRM Journal form. Modify this list for the types of Payments that you receive from your customers. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Cash

  2. Check

  3. Visa

  4. Master Card

  5. AMEX

  6. Discover

  7. EFT

  8. ACH

  9. Wire

  10. Receivable

  11. Material Items

  12. Services

  13. Other

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Task Subject' droplist on the CRM Task form. This is a nice way to provide standardized ‘Subjects’ for some of your Task items to support easier reference to this data in the future. For example you may have standard process steps that need independent Tasks, put the process step names into this list so the user won’t have to remember the exact phrase.
Default Value:

  1. Follow-up lead referral

  2. Introduce services

  3. Prepare project estimate/quote

  4. Start project

  5. Deliver project

  6. Send invoice

  7. Check payment received

  8. TLC Follow-up E-mail

  9. TLC Follow-up Call

Possible Values:
Usage Notes:  
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Description: Sets the default selection for where the Insert Text function on the Task form inserts the text. 'Notes' will insert the text string at the beginning of the Task Notes field. ‘Clipboard’ will be place the text (with field substitutions) into the users clipboard so that they may paste the text into any Windows application. Field substitutions (i.e. {{Field Name}}) are performed on the string before being inserted.
Default Value: Notes
Possible Values:

  1. Notes

  2. Clip Board

Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Insert Text' droplist on the CRM Task form. These are the user friendly names for the 'Task Insert Text Strings'. The number of Task Insert Text Names must be equal to the number of Task Insert Text Strings (the first matches with the first, 2nd with 2nd, etc.)
Default Value:

  1. Text without fields

  2. Text with field substitutions

Possible Values:
Usage Notes:  
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Description: Text strings that are paired with the corresponding ‘Task Insert Text Names’. Any valid CRM field '{{Field Name}}' is supported in these strings. To reference the 'Parent' of the Task item, prefix the field name with 'Parent.' (ex. {{Parent.Subject}}, may also use {{Contact.Business Telephone Number}} or {{Company.Business Address}}). Use to indicate a new line.
Default Value:

  1. This is the text with no fields

  2. Here is an example of fields in a string Journal Subject = {{Subject}}, Parent Subject = {{Parent.Subject}}, Contact Business Phone = {{Contact.Business Telephone Number}}, and Company Categories = {{Company.Categories}}

Possible Values:
Usage Notes:  
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Description: Sets the 'Copy Notes' default value for the Custom Actions function on the Task form. If Yes, then a copy of the Task notes from current Task item will be copied to the notes of the new item being created (Journal or Task). This setting can be overridden by the 'Custom Action' control tags ('Copy Notes', 'No Notes', 'Blank') for a specific 'Custom Action'.
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Same functionality as the 'Contact External Functions' except specific to the CRM Company form. External Functions allow dynamic linking and launching of processes external to CRM system (internal web, external web and other organizational processes via ASP pages, etc). Any valid CRM field name (enclosed in {{Field Name}}) maybe used in the associated 'Task External Functions Links' strings to build dynamic context sensitive URLs to access your processes and webpages. These values here will be displayed in the External Functions droplist on the CRM Extensions Task form. Leave this value blank to use the ‘Contact External Functions’ values in this droplist.
Default Value:

  1. Display company folder

  2. Reuters

  3. Reuters Finance

  4. Reuters News

  5. Reuters Quote

  6. Stock Quote

  7. Snapshot

  8. Charts

  9. Recent News

  10. Company Report

  11. SEC Filings

  12. Advisor FYI

  13. Analyst Info

  14. Financial Results

  15. Insider Trading

  16. Research Wizard

  17. Community

  18. Print Report

  19. Current Time in Business Address City

  20. Weather in Business Address City

  21. Travel Planning

Possible Values:
Usage Notes:  
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Description: Same functionality as the 'Contact External Functions Links' except specific to the CRM Company form. Droplist of URL strings that correspond on a one-to-one basis with the 'Contact External Functions' droplist values. When the user selects a ‘Task External Function’ droplist item and then clicks the ‘Go’ button, then the corresponding ‘Task External Functions Links’ string is retrieved, then processed for CRM field substitutions and then executed as a URL in the MS Internet Explorer brower (launching web pages, ASP pages, open Word/Excel documents, text files, etc.).
Default Value:

  1. {{TPersonal Home Page}}

  2. http: //www.reuters.com/home.jhtml

  3. http: //www.reuters.com/finance.jhtml

  4. http: //www.reuters.com/news.jhtml

  5. http: //www.reuters.com/financeQuoteLookup.jhtml?qtype=sym&qcat=sbox&infotype=info&ticker={{Contact.Custom Field1}}&x=13&y=8

  6. http: //moneycentral.msn.com/scripts/webquote.dll?ipage=qd&symbol={{Contact.Custom Field1}}

  7. http: //moneycentral.msn.com/investor/research/newsnap.asp?symbol={{Contact.Custom Field1}}

  8. http: //moneycentral.msn.com/investor/charts/charting.asp?symbol={{Contact.Custom Field1}}

  9. http: //moneycentral.msn.com/scripts/webquote.dll?iPage=news&symbol={{Contact.Custom Field1}}

  10. http: //moneycentral.msn.com/investor/research/profile.asp?symbol={{Contact.Custom Field1}}

  11. http: //moneycentral.msn.com/investor/sec/mda.asp?symbol={{Contact.Custom Field1}}

  12. http: //moneycentral.msn.com/investor/invsub/advisor/advisor.asp?symbol={{Contact.Custom Field1}}

  13. http: //moneycentral.msn.com/investor/invsub/analyst/earnest.asp?symbol={{Contact.Custom Field1}}

  14. http: //moneycentral.msn.com/investor/invsub/results/hilite.asp?symbol={{Contact.Custom Field1}}

  15. http: //moneycentral.msn.com/investor/invsub/insider/trans.asp?symbol={{Contact.Custom Field1}}

  16. http: //moneycentral.msn.com/investor/research/wizards/SRW.asp?symbol={{Contact.Custom Field1}}

  17. http: //moneycentral.msn.com/community/recommend/recticker.asp?symbol={{Contact.Custom Field1}}

  18. http: //moneycentral.msn.com/investor/research/printrep.asp?symbol={{Contact.Custom Field1}}

  19. http: //www.mich.com/~timezone/result.cgi?typed-list= {{Business Address City}}

  20. http: //www.msnbc.com/news/wea_front.asp?ta=y&tab=BW&tp=&czstr= {{Business Address City}}

  21. http: //www.Expedia.com/

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action' droplist on the CRM Task form. If this list is blank(empty) the 'Next Action' droplist on the Task form will be loaded with the Contact 'Next Action' droplist values. Users may type in their own Next Action, this list just provides a standard or often used set to choose from.
Default Value:

  1. None

  2. Intro Sales Call

  3. Introduce Services

  4. Collect Project Requirements

  5. Submit Project Proposal

  6. Project Review

  7. Project Installation

  8. TLC Follow-up Call

  9. Check for Resume Receipt

  10. Call for Interview

  11. Call Interview Follow-up

  12. E-mail Interview Thank You

  13. Check Back for Open Opportunities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action Date' droplist on the CRM Task form. If this list is blank(empty) the 'Next Action Date' droplist on the Task form will be loaded with the Contact 'Next Action Date' droplist values. Users may type in their own ‘Next Action Dates’, this list just provides a standard or often used set to choose from. Outlook is very smart in interpreting these strings (validate the values you would like to use by typing the value into any date field on standard Outlook Contact form).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for the checkbox that controls if the 'Next Action' and 'Next Action Date' fields on the CRM Contact are updated when the 'Update' button is clicked. The user my override this value on the Task form.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Default value for the checkbox that controls if the Task Subject is updated with 'Next Action' and 'Next Action Date' values when the 'Update' button is clicked. The user my override this value on the Task form.
Default Value: 1
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Specify your desired minitab names on the 'CRM Functions' tab of the CRM Task form (to hide one of the minitabs set the name to blank). 4 values are required, blank values hide the corresponding tab.
Default Value:

  1. CRM Info

  2. Task Type

  3. Custom Fields

  4. Notes

Possible Values:
Usage Notes:  
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Description: Field label for the 'Task Type' field (just above 'Modified By'). You may use this field to further classify or categorize your Task items and may 'Group' the Task folder by the 'Task Type' field to view your Task items by these classifications. This field is tied to the multi selectable field on the second minitab (by default labeled 'Task Type').
Default Value: Task Type
Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Task Type' droplist on the CRM Task form. If this list is blank(empty) the 'Contact Type' droplist values from the CRM Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Lead

  2. Prospect

  3. Customer

  4. Vendor

  5. Supplier

  6. Partner

Possible Values:
Usage Notes:  
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Description: Field labels for the custom fields on the CRM Task form (3rd minitab on the 'CRM Functions' tab). If this list is blank(empty) the Custom Field labels from the Contact form will be used.
Default Value:

  1. Custom Field1

  2. Custom Field2

  3. Custom Field3

  4. Custom Field4

  5. Custom Field5

  6. Custom Field6

  7. Custom Field7

  8. Custom Field8

  9. Custom Field9

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Custom Field1' droplist on the CRM Task form. If this list is blank(empty) the Custom Field1 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field2' droplist on the CRM Task form. If this list is blank(empty) the Custom Field2 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field3' droplist on the CRM Task form. If this list is blank(empty) the Custom Field3 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field4' droplist on the CRM Task form. If this list is blank(empty) the Custom Field4 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Custom Field5' droplist on the CRM Task form. If this list is blank(empty) the Custom Field5 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Custom Field6' droplist on the CRM Task form. If this list is blank(empty) the Custom Field6 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field7' droplist on the CRM Task form. If this list is blank(empty) the Custom Field7 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field8 on the CRM Task form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
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Description: Default value for Custom Field9 on the CRM Task form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Custom Notes' droplist (fourth mini-tab) on the CRM Task form. This function will allow the user to type in a unique note for each of these droplist values. This is a very nice way to capture notes that are specific to your business environment and usage of the CRM Extensions forms. If this list is blank(empty) the ‘Contact Custom Notes’ droplist values will be loaded into this droplist on the Task form.
Default Value:

  1. Detail on Next Action

  2. Referral Notes

  3. Sales Strategy

  4. Specific Buying Role

  5. Follow-on Sales Ideas

Possible Values:
Usage Notes:  
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Description: Background color value for the Task form ‘CRM Functions’ title banner. The purpose for this color banner is to help users quickly have a visual distinction between the Extensions Task and Journal forms (both are very similar for ease of use). If no value is given then the Outlook default is used. Color value formats must be in the vbScript 'hex' format of (&&H009de3a6), don't use the parens. These Color values are most easily obtained by editing an Outlook form, right click on the background and select 'Advanced Properties'. Then experiment with different custom colors for the 'Backcolor' property. The hex value will be displayed for your custom color, use it here.
Default Value:
Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Subject' droplist on the CRM Appointment form. This is a nice way to provide standardized ‘Subjects’ for some of your Appointment items to support easier reference to this data in the future. For example you may have standard process steps that need independent Appointments, put the process step names into this list so the user won’t have to remember the exact phrase.
Default Value:

  1. Follow-up lead referral

  2. Introduce services

  3. Prepare project estimate/quote

  4. Start project

  5. Deliver project

  6. Send invoice

  7. Check payment received

  8. TLC Follow-up E-mail

  9. TLC Follow-up Call

Possible Values:
Usage Notes:  
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Description: Sets the default selection for where the Insert Text function on the Appointment form inserts the text. 'Notes' will insert the text string at the beginning of the Appointment Notes field. ‘Clipboard’ will be place the text (with field substitutions) into the users clipboard so that they may paste the text into any Windows application. Field substitutions (i.e. {{Field Name}}) are performed on the string before being inserted.
Default Value: Notes
Possible Values:

  1. Notes

  2. Clip Board

Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Insert Text' droplist on the CRM Appointment form. These are the user friendly names for the 'Insert Text Strings'. The number of Appointment Insert Text Names must be equal to the number of Appointment Insert Text Strings (the first matches with the first, 2nd with 2nd, etc.)
Default Value:

  1. Text without fields

  2. Text with field substitutions

Possible Values:
Usage Notes:  
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Description: Text strings that are paired with the corresponding ‘Appt Insert Text Names’. Any valid CRM field '{{Field Name}}' is supported in these strings. To reference the 'Parent' of the Appointment item, prefix the field name with 'Parent.' (ex. {{Parent.Subject}}, may also use {{Contact.Business Telephone Number}} or {{Company.Business Address}}). Use to indicate a new line.
Default Value:

  1. This is the text with no fields

  2. Here is an example of fields in a string Journal Subject = {{Subject}}, Parent Subject = {{Parent.Subject}}, Contact Business Phone = {{Contact.Business Telephone Number}}, and Company Categories = {{Company.Categories}}

Possible Values:
Usage Notes:  
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Description: Sets the 'Copy Notes' default value for the Custom Actions function on the Appointment form. If Yes, then a copy of the Appointment notes from current Appointment item will be copied to the notes of the new item being created (Journal or Appointment). This setting can be overridden by the 'Custom Action' control tags ('Copy Notes', 'No Notes', 'Blank') for a specific 'Custom Action'.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Same functionality as the 'Contact External Functions' except specific to the CRM Company form. External Functions allow dynamic linking and launching of processes external to CRM system (internal web, external web and other organizational processes via ASP pages, etc). Any valid CRM field name (enclosed in {{Field Name}}) maybe used in the associated 'External Functions Links' strings to build dynamic context sensitive URLs to access your processes and webpages. These values here will be displayed in the External Functions droplist on the CRM Extensions Appointment form. Leave this value blank to use the ‘Contact External Functions’ values in this droplist.
Default Value:

  1. Display company folder

  2. Reuters

  3. Reuters Finance

  4. Reuters News

  5. Reuters Quote

  6. Stock Quote

  7. Snapshot

  8. Charts

  9. Recent News

  10. Company Report

  11. SEC Filings

  12. Advisor FYI

  13. Analyst Info

  14. Financial Results

  15. Insider Trading

  16. Research Wizard

  17. Community

  18. Print Report

  19. Current Time in Business Address City

  20. Weather in Business Address City

  21. Travel Planning

Possible Values:
Usage Notes:  
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Description: Same functionality as the 'Contact External Functions Links' except specific to the CRM Company form. Droplist of URL strings that correspond on a one-to-one basis with the 'Contact External Functions' droplist values. When the user selects a ‘Appt External Function’ droplist item and then clicks the ‘Go’ button, then the corresponding ‘Appt External Functions Links’ string is retrieved, then processed for CRM field substitutions and then executed as a URL in the MS Internet Explorer brower (launching web pages, ASP pages, open Word/Excel documents, text files, etc.).
Default Value:

  1. {{TPersonal Home Page}}

  2. http: //www.reuters.com/home.jhtml

  3. http: //www.reuters.com/finance.jhtml

  4. http: //www.reuters.com/news.jhtml

  5. http: //www.reuters.com/financeQuoteLookup.jhtml?qtype=sym&qcat=sbox&infotype=info&ticker={{Contact.Custom Field1}}&x=13&y=8

  6. http: //moneycentral.msn.com/scripts/webquote.dll?ipage=qd&symbol={{Contact.Custom Field1}}

  7. http: //moneycentral.msn.com/investor/research/newsnap.asp?symbol={{Contact.Custom Field1}}

  8. http: //moneycentral.msn.com/investor/charts/charting.asp?symbol={{Contact.Custom Field1}}

  9. http: //moneycentral.msn.com/scripts/webquote.dll?iPage=news&symbol={{Contact.Custom Field1}}

  10. http: //moneycentral.msn.com/investor/research/profile.asp?symbol={{Contact.Custom Field1}}

  11. http: //moneycentral.msn.com/investor/sec/mda.asp?symbol={{Contact.Custom Field1}}

  12. http: //moneycentral.msn.com/investor/invsub/advisor/advisor.asp?symbol={{Contact.Custom Field1}}

  13. http: //moneycentral.msn.com/investor/invsub/analyst/earnest.asp?

Possible Values:
Usage Notes:  
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Description: Droplist contents for the 'Next Action' droplist on the CRM Appointment form. If this list is blank(empty) the 'Next Action' droplist on the Appointment form will be loaded with the Contact 'Next Action' droplist values. Users may type in their own Next Action, this list just provides a standard or often used set to choose from.
Default Value:

  1. None

  2. Intro Sales Call

  3. Introduce Services

  4. Collect Project Requirements

  5. Submit Project Proposal

  6. Project Review

  7. Project Installation

  8. TLC Follow-up Call

  9. Check for Resume Receipt

  10. Call for Interview

  11. Call Interview Follow-up

  12. E-mail Interview Thank You

  13. Check Back for Open Opportunities

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Next Action Date' droplist on the CRM Appointment form. If this list is blank(empty) the 'Next Action Date' droplist on the Appointment form will be loaded with the Contact 'Next Action Date' droplist values. Users may type in their own ‘Next Action Dates’, this list just provides a standard or often used set to choose from. Outlook is very smart in interpreting these strings (validate the values you would like to use by typing the value into any date field on standard Outlook Contact form).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for the checkbox that controls if the 'Next Action' and 'Next Action Date' fields on the CRM Contact are updated when the 'Update' button is clicked. The user my override this value on the Appointment form.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Default value for the checkbox that controls if the Appointment Subject is updated with 'Next Action' and 'Next Action Date' values when the 'Update' button is clicked. The user my override this value on the Appointment form.
Default Value: 1
Possible Values:
Usage Notes:  
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Description: Specify your desired minitab names on the 'CRM Functions' tab of the CRM Appointment form (to hide one of the minitabs set the name to blank). 4 values are required, blank values hide the corresponding tab.
Default Value:

  1. CRM Info

  2. Appt Type

  3. Custom Fields

  4. Notes

Possible Values:
Usage Notes:  
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Description: Field label for the 'Appointment Type' field (just above 'Modified By'). You may use this field to further classify or categorize your Appointment items and may 'Group' the Appointment folder by the 'Appointment Type' field to view your Appointment items by these classifications. This field is tied to the multi selectable field on the second minitab (by default labeled 'Appointment Type').
Default Value: Appt Type
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Appointment Type' droplist on the CRM Appointment form. If this list is blank(empty) the 'Contact Type' droplist values from the CRM Contact form will be used. Users will not be able to type in unique values into this field (values will be locked to this list).
Default Value:

  1. Lead

  2. Prospect

  3. Customer

  4. Vendor

  5. Supplier

  6. Partner

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Field labels for the custom fields on the CRM Appointment form (3rd minitab on the 'CRM Functions' tab). If this list is blank(empty) the Custom Field labels from the Contact form will be used.
Default Value:

  1. Custom Field1

  2. Custom Field2

  3. Custom Field3

  4. Custom Field4

  5. Custom Field5

  6. Custom Field6

  7. Custom Field7

  8. Custom Field8

  9. Custom Field9

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field1' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field1 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field2' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field2 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field3' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field3 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Text
Default Value:

  1. List item 1

  2. List item 2

  3. List item 3

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field4' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field4 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field5' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field5 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Date (These values may be specific dates or text strings that can be interpreted by Outlook as a date like ‘Next Action Date’ droplist values).
Default Value:

  1. None

  2. Today

  3. Tomorrow

  4. Monday

  5. Tuesday

  6. Wednesday

  7. Thursday

  8. Friday

  9. Saturday

  10. Sunday

  11. 1 week from now

  12. 2 weeks from now

  13. 3 weeks from now

  14. 4 weeks from now

  15. 1 month from now

  16. 2 months from now

  17. 3 months from now

  18. End of this month

  19. First of next month

  20. End of next month

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field6' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field6 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Field7' droplist on the CRM Appointment form. If this list is blank(empty) the Custom Field7 droplist values from the Contact form will be used. Users will be able to type in unique values into this field (values are not locked to this list). Field Type: Currency (Windows local formatting is used).
Default Value:

  1. 99.95

  2. 100

  3. 200

  4. 300

  5. 400

  6. 500

  7. 600

  8. 700

  9. 800

  10. 1000

  11. 20000

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field8 on the CRM Appointment form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Default value for Custom Field9 on the CRM Appointment form (used only to set the initial value for this field when each of these forms is created). Field Type: Yes/No (Boolean).
Default Value: 0
Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Droplist contents for the 'Custom Notes' droplist (fourth mini-tab) on the CRM Appointment form. This function will allow the user to type in a unique note for each of these droplist values. This is a very nice way to capture notes that are specific to your business environment and usage of the CRM Extensions forms. If this list is blank(empty) the ‘Contact Custom Notes’ droplist values will be loaded into this droplist on the Appt form.
Default Value:

  1. Detail on Next Action

  2. Referral Notes

  3. Sales Strategy

  4. Specific Buying Role

  5. Follow-on Sales Ideas

Possible Values:
Usage Notes:  
Admin Notes:  

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Description: Background color value for the Appointment form ‘CRM Functions’ title banner. The purpose for this color banner is to help users quickly have a visual distinction between the Extensions Appointment and Journal forms (both are very similar for ease of use). If no value is given then the Outlook default is used. Color value formats must be in the vbScript 'hex' format of (&&H009de3a6), don't use the parens. These Color values are most easily obtained by editing an Outlook form, right click on the background and select 'Advanced Properties'. Then experiment with different custom colors for the 'Backcolor' property. The hex value will be displayed for your custom color, use it here.
Default Value:
Possible Values:
Usage Notes:  
Admin Notes:  

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