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Learn how you can configure Formatting Settings |
What does this section cover?
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What are Formatting Settings?
Formatting Settings are used to define how numbers and dates should be formatted within CRM.COM. Formatting settings are configurable and are available as part of the Admin Settings. Formatting settings are mandatory and if not configured then only super users can access the software.
Creating, Editing & Deleting Validations & Restrictions
Action | Validations |
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| General |
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| Create |
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| Save |
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| Edit |
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| Delete |
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Formatting Settings attributes
Name | Description |
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| Number formatting settings | |
| Decimal and Thousands Symbols* | Defines the symbols that will be used to separate decimal and thousand digits. The supported options are the following:
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| Number of Decimal Digits* | Defines the number of digits for various numerical fields. The following types of numerical fields are supported:
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| Date formatting settings | |
| Date Format* | Defines how date values should be formatted within CRM.COM. The supported options are the following:
where DD is the day, MM the month and YYYY the year |
| Time Format* | Defines how time values should be formatted within CRM.COM. The supported options are the following:
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| Contact Information Formatting Settings | |
| Addresses | Defines a list of formatting rules that should comply when a new or an existing Contact Information Address is edited. Formatting Settings for Contact Information Addresses can only be set for Postal Codes (Postal Code and PO BOX Postal Code) and will be defined per Country. Two validation methods exist which indicate how the validation will be performed; Simple and Advanced. Each validation method has different validation rule settings which become available based on the method's selection:
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| Phones | Defines a list of formatting rules that should comply when a new or an existing Contact Information Phone is edited. Only the Phone number will be validated and the allowed format will be defined per Country. Two validation methods exist which indicate how the validation will be performed; Simple and Advanced. Each validation method has different validation rule settings which become available based on the method's selection:
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| Demographic Information | Defines a list of formatting rules that should comply when a new or an existing Contact Information Demographics is edited. The information that will be validated is the ID number, Passport number and Social Security number. The formatting settings rules will be validated per country. Two validation methods exist which indicate how the validation will be performed; Simple and Advanced. Each validation method has different validation rule settings which become available based on the method's selection:
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| Company Information | Defines a list of formatting rules that should comply when a new or an existing Contact Information Company profile is edited. The information that will be validated is the Registration number, VAT number and Tax Reference number. The formatting settings rules will be validated per country. Two validation methods exist which indicate how the validation will be performed; Simple and Advanced. Each validation method has different validation rule settings which become available based on the method's selection:
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Defining your own Formatting Settings tailored to your company's needs
- Navigate to FOUNDATION > PLATFORM > MANAGE ADMIN SETTINGS > SET UP FORMATTING SETTINGS
- Either search for an existing one or from the Top Menu click on NEW
NUMBER FORMATTING SETTINGS
Provide the required information
- Decimal and Thousand Symbols: Use the drop down list to select the symbols
- Number of Decimal Digits
DATE FORMATTING SETTINGS
Provide the required information
- Date Format: Use the drop down list to select Date Format
- Time Format: Use the drop down list to select Time Format
CONTACT INFORMATION FORMATTING SETTINGS
Provide the required information
- ADDRESSES
Define how postal codes will be formatted withing CRM. COM.- Click on ADD to search and select a Country
- Select the Formatting
- Simple Formatting
- Provide minimum and/or maximum characters
- Advanced Formatting
- Provide a regular expression
- Simple Formatting
- PHONES
Define how phone number will be formatted withing CRM. COM.- Click on ADD to search and select a Country
- Select the Formatting
- Simple Formatting
- Provide minimum and/or maximum characters
- Advanced Formatting
- Provide a regular expression
- Simple Formatting
- DEMOGRAPHIC INFORMATION
Define how demographic information will be formatted withing CRM. COM.- Click on ADD to search and select a Country
- Select the Formatting for ID Number, Passport Number and Social Security Number
- Simple Formatting
- Provide minimum and/or maximum characters
- Advanced Formatting
- Provide a regular expression
- Simple Formatting
- COMPANY INFORMATION
Define how company information will be formatted withing CRM. COM.- Click on ADD to search and select a Country
- Select the Formatting for Registration Number, VAT Number and Tax Reference Number
- Simple Formatting
- Provide minimum and/or maximum characters
- Advanced Formatting
- Provide a regular expression
- Simple Formatting
- ADDRESSES
- From the Actions Menu click on SAVE
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