| Field | Description |
|---|
| Company No.
|
This field shows the company number for which the contact management setup should be used. If this field is empty, the contact management setup can be used for all companies.
|
| Default Event Type
|
Select a default event type. When you create an event that is not assigned to an event flow, the event type is initialized to the value that you enter in this field.
|
| Default Event Flow Type
|
Enter a default event flow type. When you create an event flow, the event flow type is initialized to the value that you enter in this field.
|
| Default Opportunity Type
|
Enter a default opportunity type. When you create an opportunity, the opportunity type is initialized to the value that you enter in this field.
|
| Default Campaign Event Flow Type
|
Enter a default campaign event flow. When you create a campaign, the event flow type is initialized to the value that you enter in this field.
|
| Contact Person Note Type
|
Enter a note type to be used when you create notes from a contact person.
|
| Contact Person Position List
|
Enter the name of an option list of positions to use for the position field for contact persons. When you create a contact person, you can select a value for the position field from a drop-down list or you can enter a position manually. Those drop-down list values come from the list whose name you enter in this field.
|
| Contact Person Option List 1-10
|
Enter the names of default option lists in these fields. When you create a contact person the Option List 1-10 fields for that contact person are initialized to the values that you enter in these fields.
|
| Contact Company Note Type
|
Enter a note type to be used when you create notes from a contact company.
|
| Contact Company Option List 1-10
|
Enter the names of default option lists in these fields. When you create a contact company, the Option List 1-10 fields for that contact company are initialized to the values that you enter in these fields.
|
| Relation Type List
|
Enter the name of an option list of relation types to use when you create a contact relation. When you create a relation, you can select a value from a drop-down list or you can enter a value manually. Those drop-down list values come from the list whose name you enter in this field.
|
| Created by
|
This field shows the user name of the person who created the content management setup.
|
| Created on
|
This field shows the date on which the content management setup was created.
|
| Changed by
|
This field shows the user name of the person who changed the content management setup.
|
| Changed on
|
This field shows the date on which the content management setup was changed.
|
| Version
|
This field shows the version number that corresponds to the update made to the content management setup.
|
