PDi DMS Link

If PDi DMS (Document Management system) has been purchased, then enter the path to your DMS database. Documents link to customers, suppliers or inventory will then be available within CRM
 

Outlook folder for projects

Sales opportunities can link messages from an Outlook store. A project folder is created in the message store, and then sub-folders are created for each sales opportunity. Emails relating to the sales opportunity can then be added to the folder. If using a global message store, then select from the list of available stores or leave blank to use your default Outlook profile

Master file blocked records

When PDi CRM is started, it loads all customers, suppliers, prospects and inventory items into the sidebar. Use this option to exclude master records that are flagged as blocked. They can still be accessed via the PDi CRM finder, but they will not appear in the sidebar lists.

Customer sidebar load method

Select which customers should be loaded

Use the user setup method

View All

Limit based on user access settings

View only those linked to the user’s sales code
 

Contact date field to use for birthdate

Select the PDi CRM user define date field that will contain the contact’s birth date. This can then use within reports and other data extraction methods.

Field for club members

The general sales import routine can flag which customers user-defined field or tag to use to indicate Club members

Field for newsletter

The general sales import routine can flag which customer user-defined field or tag to indicate newsletter.

Field for VIP

The general sales import routine can flag which customer user-defined field or tag to use to include VIP status

Set sales code on sales opportunity based on contact

By default, when a new sales opportunity is created, the sales code is left blank and can be assigned independently of the sales code assigned to the contact. Tick this box to have the system set the sales code on the sales opportunity header based on the sales code assigned to the customer contact.
 

Sales opportunity document print line order

Suppose you wish to specify a different order for the item lines to appear on the sales opportunity documents, use this drop-down to set. The available settings are Line nr, Your Line Ref, Product Code, Line Type & Product.
 

Sales opportunity cc email address

Enter the email address that will receive carbon copies of the email PDF document of the sales opportunity

Sales opportunity bcc email address

Enter the email address that will receive the blind copy of the email PDF document of the sales opportunity
 
 

Sales opportunity default days to complete

Enter the default days to complete for the date within the sales opportunity
 
 

Display new Task screen on creating new sales opportunities

When a new sales opportunity is created, and this option is ticked, a new Task screen will be displayed
 
 

Add the following option to all purchase orders

When generating a purchase order from a sales opportunity, we can include the customer/client name as remark links by selecting Add Customer/Client Name as Remark Line.

Slack default channel

Enter the default channel that will receive the slack messages

Enable Slack integration

Tick to allow slack integration with CRM

Confirm sending with user

This will force the user to confirm that a message will be sent to the Slack channel. If not ticked and a slack channel is linked to a task, then it will go automatically.

Channels

Enter the channels that have been created within Slack, and that can receive messages from PDi CRM. This list is also used to select the default channel.

Outlook deferred email days

An Outlook calendar entry can be created from a task, and an appointment email can be sent x number of days before the appointment. Enter the number of days before the appointment

Outlook deferred email in minutes

The deferred email connection message can include the number of meetings to remind before the connection is required
 
 

Next Service Document

The next document number that will be used

Default Labour Costs

Service documents can use a labour cost proportioned across the items issued to the service

Service Integration

Select how the service records will be integrated - either create documents in Pastel, Sales Opportunities or Inventory Journals

Repair Integration

Select how the repair records will be integrated - either create documents in Pastel, Sales Opportunities or Inventory Journals

Include Labour charge

If ticked then labour cost assigned to the service document will be posted as a GL code line, if the integration method is Sales Order, Sales Invoice or Sales Opportunity.

Labour GL Code - Service

Enter the GL code to use if service integration is to a document

Labour GL Code - Repair

Enter the GL code to use if repair integration is to a document

Interval in minutes

Enter the number in minutes that the service should check if functions should be run

PDi CRM Ageing

The PDi CRM ageing utility will retrieve Open Item information directly from Pastel; use this option to retrieve new Open Item transactions daily

Map Pastel terms to CRM - Indicate if Pastel terms should be mapped to new PDi CRM Terms.

PDi CRM Actuals / Budgets

To generate accurate budget figures, PDi CRM must retrieve and update actuals; this will force the process to run and ensure that users don't waste time manually running it.

PDi CRM Customer Budget

To generate accurate budget figures, PDi CRM must retrieve and update actuals; this will force the process to run and ensure that users don't waste time manually running it.

PDi CRM Sales Code

To generate accurate budget figures, PDi CRM must retrieve and update actuals; this will force the process to run and ensure that users don't waste time manually running it.

Code

Enter the code link to the type selected

Store

If this is an inventory item then select the store to link to

Details

The code description will be display here

Check Type

Value has changed - The value has changed since the last time the process was run.

Value <= - The value is less than or equal to the amount entered

Value >= - The value is greater than or equal to the amount entered

<= Change (+/-) - The value has changed by the amount less than or equal

>= Change (+/-) - The value has changed by more than the amount entered

% Change (+/-) - The amount has changed by the percentage value entered
 

Check Value

If a value is being checked against then enter the amount

Check for Product last Cost

This is used to check if checking an inventory item’s last cost

Check Value (2)

The amount to check if checking on the inventory cost last change

Add Remark Link

If you have abbreviation code that is the same as the Sage50c Inventory code, then tick this box to have the remark link populated when a sales opportunity line is created

Abbr. Code and Remark Lines

Abbreviation codes can automatically add more than one remark line to the sales opportunity. Enter then abbreviation codes using the code available from the finder.

SharePoint Site name

Enter the site name for your SharePoint install

SharePoint Document Folder

Enter the folder name to add/link documents from