Configuration
By Stephen and 3 others4 authors7 articles
Auto Generate Sales Person CodeConfigure to automatically generate SalesPerson code without the need to manually input code
Configuration For Auto Generate Customer CodeGenerate contact code automatically when creating new contact data
Add Product CommissionAdd sales person group commission for some company.
Default Gender Settings When Adding New ContactsLearn more about configuring the default gender in the Contacts menu
Configuration For Default Contact DescriptionSet a default contact description whenever new contact data is created.
Sensitive Field Masking ConfigurationLearn in more details regarding how to masking data using sensitive field access
Using Number Filter Comparator to Search CustomerFind out how to use the filter comparator to search for a customer name/code