Group.  Profiles

Type. Setting

Application. PMS

                    S&C

                    ORS (Global)

Activation / Inactivation Rules. 

The Application function FUNCTIONS> CONTACTS must be active for this setting to be visible.

Available Values.

PROMPT - when creating a contact, user will first be prompted with the account search screen to select or create an account profile to link to the contact. User will be allowed to close the account search without selecting an account.

MANDATORY - when creating a contact, user will first be prompted with the account search screen to select or create an account profile to link to the contact. User will not be allowed to proceed with the contact creation until an account profile has been selected.

NULL - when creating a contact, user will not be prompted to select an account profile to link to the contact.

Add On Licenses/Country Specifics.

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Other Application Settings.

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Menus / Screens / Fields.

Contact Creation

Reports & Report Forms.

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Permissions.

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Other Areas.

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