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Customer Options - General Tab
Please be aware that any field with a green background is a local setting, meaning that the value may vary from computer to computer.
Fields with a blue background are server settings and will apply to all computers.
Age Analysis Method:
Select month if you want to specify a month that is not a calendar month. For example, If you send your customer statements on the 25th of each month. Say today's date is the 27th of August and your Default Statement Date is the 25th, then your periods will be as follows:
Current from 26th July - 25 August
30 days from 26th June - 25 July
60 days from 26th May - 25 June
etc.
Select Calendar Month if you work in calendar months. Most companies use this option. The Default Statement Day will have no effect if you have selected Calendar Month.
When you print your age analysis, choose the last date of the month, example 31st August. All transactionsmade in August will now fall under Current.
Update customer sales pipeline, only by conversation.
You can't directly change the sales pipeline status in the classification tab. The Status will be set via Conversations.
Credit Limit Require Address: If you give the client credit, you can force the user to fill in the address.
Quick Conversation - Automatic Timer
Prevent invoice when exceed terms or credit limit.
Follow-up Pop-up: Select if you wish to get a warning of any uncompleted conversations (conversations which have not as yet been followed up and or resolved).
The warning will appear on your screen as follows:
Click on the Flag to get a list of outstanding conversations
http://bit.ly/SiCustomerOptionsGeneral
