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See Defaults/Customization in Getting Started
Field DescriptionsWarn if over credit limit: Enter a check in this checkbox to have the system display a credit limit warning on the data entry form and when the contract is approved. Warn if A/R over [ ] days past due: Enter the number of days a client must be past due to trigger a system display of a credit limit warning on the data entry form and when the contract is approved. Auto Number: Enter the point in which the contract data records should begin auto-numbering. If you want to begin numbering with “1”, leave this field “0”. Note: The number in this field indicates the last contract record number used. Contract import path: Enter the default path for importing new contracts. Use as filler? : Enter the default value for new contracts. Number of Invoice Copies: Enter the default for number of invoice copies that you would like the system to create when you print invoices. The number entered here is generally 1. Note: Entering 0 into this field will mark each new contract entered as “non-billable”. Auto Reschedule: Enter the default parameter for allowing automatic rescheduling of contracts. Auto update revision number: revision number and date on contracts is automatically updated whenever a change is made to a contract. Note: each change causes an update. If you change one field, navigate off the record, then go back to it and make another change, that will be two revisions to the contract. Turn this off if you want to enter revisions yourself.
EMail A/E: check to have email notification sent to the a/e when a contract is approved. EMail Advertiser: check to have email notification sent to the advertiser when a contract is approved. EMail Approver: check to have email notification sent to the user approving a contract when it is approved. Body: enter the body of the email notification sent. Right-click on the memo to insert merge parameters. |
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