InterConnect for Macola Configuration: Defining CRM Free Fields
There are three free fields that need to be defined in Customer Setup.
To create CRM Free Fields navigate to: Customers > Setup > General Section
You will use the Free Fields: Accounts and Free Fields Contacts links:
The following table provides the required specification for each Free field.
| Field |
Create / Modify |
| Free Fields: Accounts |
Select a Free Date field and label it "Next Follow-up Date" |
| Free Fields: Contacts |
Select a Free Date field and label it "Next Follow-up Date" |
| Free Fields: Contacts |
Select a Free Yes/No field and label it "In Phone Queue" |
InterConnect for Macola Introduction and Document Index (Progression back office)
InterConnect for Macola Introduction and Document Index (Macola ES back office)
| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
21.073.996 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
27-10-2010 |
| Release: |
|
Attachment: |
|
| Disclaimer |