Company Settings

From Admin > General > Company Settings you can determine a number of system defaults that will apply to your customers i.e. Companies and Contacts.

When working with these settings, make sure you click on Save at the top of the page to apply your changes.

Enable Contact Grid

Selecting this box means that from Company records, the Contacts tab will be available for selection and use. If the box is NOT selected, you will not be able to view or add the tab.

Learn more about working with Record Tabs here.

Default Company Type

The options you can select from here pull from Admin > Settings > Customers > Company Types and you can customise the options to suit you with this guide.

In Company records, there is a Company Type field; this setting allows you to choose a default value for this field.

Default Contact Type

The options you can select from here pull from Admin > Settings > Customers > Contact Types and you can customise the options to suit you with this guide.

In Contact records, there is a Contact Type field; this setting allows you to choose a default value for this field.

Require PO Number

On Company and Contact records there is a field where you can determine whether or not PO numbers need to ALWAYS be entered into CRM for a customer.

This setting lets you turn on this requirement by default, if desired.