Fields and Options
You establish general system settings in General Configuration.
Related Topics:
- General System Settings Form
Use the General System Settings form to establish settings used across your company, such as automatic numbering and audit trail options. - Custom Method Configuration for Auto Numbering Dialog Box
Use the Custom Method action to call a custom DLL to provide auto numbering information. For the auto numbering feature, the Custom Method must return one value of type String. You cannot use a subroutine to create this value. - Expression Configuration for Auto Numbering Dialog Box
Use the Expression Configuration for Auto Numbering dialog box to create new identification numbers automatically, based on existing fields in the selected Info Center. When you use Expressions, you can create an auto number format based on any of the fields in the Projects, Employees, Vendors, Clients, Opportunities, and Marketing Campaigns Info Centers. - Stored Procedure Configuration for Auto Numbering Dialog Box
Use the Stored Procedure Configuration for Auto Numbering dialog box to execute a stored procedure on the Vision database. For the Vision auto numbering feature, the stored procedure must return one output parameter. - Web Service Configuration for Auto Numbering Dialog Box
Use the Web Service action to invoke a Web service to provide auto numbering information. A Web service is a way to call code located on a different machine, via HTTP.
Parent Topic: General System Settings Overview