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The CRM Extensions utilize an additional 300+ options
designed to provide flexibility and configurability throughout the
CRM Extensions additions.
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Each option comes configured with the most likely default value to
minimize the initial setup required.
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Quickly and easily set field droplist values, default values, field
labels, hide mini-tabs, etc.
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This “Extensions Projects” tab contains all of the Extensions
options that are specific to the following Extensions forms:
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When multiple selections for a single option are available, a
droplist is displayed allowing a specific selection without typing the
value (simplifies configuring CRM Options).
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We recommend, for simplicity and ease of learning CRM, that
all Options tabs are initially set up under Central Administrative control.
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This “Extensions Financial” tab controls all of the options for
fields and functions on each of the above listed forms. Since these options affect the data that
is stored in the CRM system, it is strongly recommended for
multi-user implementations that this tab be set and always remain under
Central Administrative Control.
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For additional information on setting Administrative Options within
the CRM system, please reference the CRM help file
(conveniently located on the CRM toolbar droplist).
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For a description of each of the above options please see the Extensions
Financial Administrator’s documentation.
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