Prefix: Symbol before the value (e.g., €10,00)

Suffix: Symbol after the value (e.g.,10,00 €)

Integer Part Name (e.g., euro)

Decimal Part Name (e.g., cent)

Minimum Required Number of Exchange Rate Decimals

Rounding Options:  For expressing a value in a currency other than the default.  Enable 'Apply Rounding' and select the rounding method ('Round-up', 'Round-down', 'Round Half-up'). The integer and decimal scale can be defined.

Define periods with a specific currency rate expressed in terms of the CRM.COM default currency.
Multiple periods can be configured for each currency. Each currency rate period includes:

Rate: The price of the selected currency in terms of the system's default currency (e.g., €1 = $1.16(default)).

Inverse rate: The price of the default currency in terms of the selected currency. This is dynamically calculated and cannot be edited. (E.g., $1(default) = €0.866).

'From' and' To' Date: Define the period during which the rate will apply and will be used for billing customers.

• The system's default currency defined under 'Admin General Settings' cannot be assigned currency rate periods.
• Each currency can only be defined once in the list of currencies.
• Only one currency rate period can apply at a time. 

• The period's start date is set to the system's current date and the end date is left empty. 
• The end date of the previously open period is set to the system's current date (defining it as closed).
• The inverse rate is calculated using the currency rate that was manually specified by the user.

Name of the country (e.g., Cyprus)

Alternative Code: the unique code used to identify the country (e.g., Cy01)

Dialing Code: the country code used for dialing (e.g., +357)

Currency: Used when a multi-country business network is enabled in General Settings. Any currency configured in CRM.COM can be specified as the country currency (e.g., EUR).

Language: Used when a multi-country business network is enabled in General Settings. Any allowed language can be selected even if it is not specified as supported in General Settings (e.g., Greek).

Time Zone (e.g., Europe/Athens), used when a multi-country business network is enabled in General Settings.

Two Character Code (e.g., CY)

Three Character Code (e.g., CYP)

Three Digit Numeric Code (e.g., 196)

Address Registry System: Select Melissa Data to provide

address auto-completion and verification.

Account ID: A unique ID provided by the address registry system.

State: Determines whether the address registry is enabled.

Logging Method for requests sent to the address registry system:

• • Log Request Calls Only (default) with user and date/time information. 
  • Log Requests and Responses with user and date/time information.

Defines whether the feature should be enabled.

Defines a set of address fields that will trigger the address autosuggestion process when a user starts typing. At least one of the following address fields must be specified:

• Town/City
• State/Province/Country
• Postal Code

Define whether the feature should be enabled.

Determines whether new or edited addresses should be verified automatically, or whether users should have to request verification (default).

Multiple servers can be added. It is not mandatory to add 'Allowed' application servers. If none are added, all the registered servers are allowed.

Application Server (filtered on the organization group of the logged in user)

Added By: User (set automatically)

Added On: The date on which the added server was enabled (set automatically).

Address Registry System: Select Google Places Autocomplete.

State: Determines whether the address registry is enabled.

Logging Method for requests sent to the address registry system:

• • Log Request Calls Only (default) with user and date/time information. 
  • Log Requests and Responses with user and date/time information.

API KEY: Taken from the Google API console.

Language: The code that indicates the language in which the results should be returned (if possible). Refer to https://developers.google.com/maps/faq#languagesupport for the available languages.

Place Types: The types of place results to return. 

• All types
• Cities
• Establishment
• Geocode
• Regions

The organisational units that can use the feature.

Enable Geographical Areas Coverage

Criteria Formatting:

• Simple Formatting: Specify multiple criteria values for each attribute (separated with a comma).
• Advanced Formatting: Specify multiple criteria values for each attribute in the form of a regular expression.

Areas covered (mandatory unless any of the other criteria were specified)

Districts covered (mandatory unless any of the other criteria were specified)

Towns / Cities covered (mandatory unless any of the other criteria were specified)

Postal Code covered (mandatory unless any of the other criteria were specified)

Covered Job Types: The (possibly multiple) job types that are covered by the geographical areas specified in the rule.

Rates Tax Model: Whether or not the rates defined in price plans and usage service catalogs include taxes (inclusive by default).

Used to group VAT and other tax rates applied during billing together.  Exceptions can be specified for each code based on accounts receivable classifications to exclude the account from being taxed during billing.  E.g., a hospital could be in a classification excluded from taxes.

Defines the minimum required address-related fields that must be specified as location conditions for VAT and other tax rates. The available location conditions are country, district, and area.

Enable taxation service: theintegration is disabled by default, in which case taxes should be configured in CRM.COM.

Taxation Service with which CRM.COM should integrate. A service must be specified if the integration is enabled.

Settings required for a successful integration with the selected taxation service. Each service might have different settings. 

• • URL/Host
  • Username
  • Password
  • Company ID
  • Calling Client
  • Calling Source
  • Calling System Number
  • Calling User
  • DB Version
  • ERP Version
  • Host Request ID
  • Host Request Login ID
  • Host System Number

Tax Code: Can be used for financial reporting and is required when the same type of tax is different across locations. 

E.g., Sales tax is 9.98% in Louisiana and 8.92% in Washington.  Two different tax rates with the same tax code must be configured.

Refer to the tax definition for more options on tax codes.

Apply VAT Rate (only available in Tax rate): Indicates whether VAT will be applied in addition to the taxed amount.

Country (stated in the customer billing address) associated with the specific VAT rate.Used when a multi-country business network is enabled in General Settings.

Different periods can be defined for each tax rate as long as periods do not overlap (defined using 'From' and 'To').

 The following information is available for each period:

Tax Period Percentage

Tax Period From Date

Tax Period To Date

• • Valid from and Onwards: no specific date for the end of the period is required.
  • Valid To Specific Date: a date for the end of the period is required.

More than one VAT or other tax rate can be defined for the same product and applied according to location conditions.

The system determines the appropriate rate by matching the conditions to location information defined in the customer's billing address.

Multiple sets of conditions can be specified and one or more should be met in order for the rate to be applied.

Each condition set includes a value for one or more of the following: country, district, and area.

The values that must be specified for each period rate are determined by the tax definition.

The products, product types or product families that the rate should be applied to.

Contact Information of type 'Company'.

Company Logo: Displayed across the system on the right of the Top menu and in reports and printouts.

• Valid dimensions are 130px (width) * 70px (height).
• A photo editor (such as Paint) can be used to adjust the size.
• A transparency layer can be added to retain the ratio.
• Default Country used by the system during the creation of records, if no alternative is supplied by the user.

Default Currency used by the system during the creation of records, if no alternative is supplied by the user. Currency can only be set once, during the first general settings configuration and then becomes read-only.

Default Home Page displayed after login, if no alternative is specified by the user. The 'Organisation's default page' is also an option. 

Enable Hot Keys:  

• New (CTRL+ALT+N): Summary and Data Entry page
• Save (CTRL+ALT+S): Data Entry page
• Edit (CTRL+ALT+E): Data Entry page
• Back (CTRL+ALT+B): Data Entry page
• Home (CTRL+ALT+H)
• Close (CTRL+ALT+X): Modal windows
• Cancel (CTRL+ALT+C): Data Entry page

Disable Automatic Search: Stops the display of quick search results after the last keystroke.

Enable multi-country business network ('No' by default)

Automatic Search Delay Time (msec): The period between the last keystroke and the display of search results.

Time Zone: Defined as a combination of UTC (Universal Time Coordinated) offset and DST (Daylight Saving Time). The supported options are populated based on the Olson Time Zone IDs. UTC is the default.
Time zone can only be set once and then becomes read-only.

Defines which of the configured countries can be used in a Business Network consisting of multiple countries. If none are specified, then all are available.

Country: Select to make available when a multiple countries Business Network is applied.

Default Native Language: Used to translate additional information for each label (displayed when the mouse is placed over a specific label) across CRM.COM software.
The default native language is applied to all users that have not selected another native language.

Supported Languages: 'Check' to make available for selection for users or contact information.

Default Number of Threads for Batch Processes (where the number is not explicitly defined by the batch process)

Max Number of Records for Super Users: The maximum number of rows that can be retrieved (through the UI or Web API) by super users on each call.  The restriction does not apply to reports or printouts.

Max Number of Records for Normal Users: The maximum number of rows that can be retrieved (through the UI or Web API) by general users on each call.  This is also validated during the configuration of the number of rows that can be retrieved per Summary page.  The restriction does not apply to reports or printouts.

Upload Max File Size (KB) 

Allowed File Types (which can be uploaded to the system).

Organisation Name

Database Name

Database Type

Database Version Number

Application Version Number

Decimal and Thousands Symbols:

• Dot Comma (e.g., 1.000,00)
• Comma Dot (e.g., 1,000.00)
• Dot (e.g., 1000.00)
• Comma (e.g., 1000,00)

Number of Decimal Digits for the following types of numerical fields: 

• Price rates
• Quantities
• VAT percentages
• Discount percentages
• Other amounts

Date Format: 

• DD/MM/YYYY
• MM/DD/YYYY
• YYYY/MM/DD

Time Format:  

• HH:MM:SS
• HH:MM

Used to define formatting rules (simple or advanced) for creating or editing contact information addresses from each country, using the postal code. 

Simple Formatting: Sets restrictions on the minimum and maximum number of characters.

Advanced Formatting: Uses a regular expression to validate the postal code. The regular expression specifies the pattern that the value must follow to be accepted by the system.

Apply each rule to all or specific address types.

Used to define formatting rules (simple or advanced) for creating or editing contact information phone numbers from each country, using the phone number.

Simple Formatting: Sets restrictions on the minimum and maximum number of characters.

Advanced Formatting: Uses a regular expression to validate the phone number. The regular expression specifies the pattern that the value must follow to be accepted by the system.

Apply each rule to all or specific address types.

Used to define formatting rules (simple or advanced) for creating or editing demographic contact information from each country, using the ID, passport, and social security numbers.

Simple Formatting: Sets restrictions on the minimum and maximum number of characters.

Advanced Formatting: Uses a regular expression to validate the ID number, passport number, and social security number. The regular expression specifies the pattern that the value must follow to be accepted by the system.

Used to define formatting rules (simple or advanced) for creating or editing company contact information from each country, using the registration, VAT, and tax reference numbers.

Simple Formatting: Sets restrictions on the minimum and maximum number of characters.

Advanced Formatting: Uses a regular expression to validate the registration number, VAT number, and tax reference number. The regular expression specifies the pattern that the value must follow to be accepted by the system.

Fields available for the standard address format:

• Country
• Street Name
• Street Number
• Postal Code
• Floor
• Apartment
• Area
• Town/City
• District
• Municipality
• PO Box
• PO Box Postal Code
• Care Of

Fields available for international format:

• Address Line 1
• Address Line 2
• State / Province / County
• Postal Code
• Town / City
• Country

Sequence Name: Selected from a list provided by the system.

Custom Sequence Name

Sequence Code: Unique sequence ID.

Prefix: A letter set by the user that is part of the auto-generated sequence ID. E.g., S10000.) 

Number of Numerical Digits

Latest Used Number

Type:

• DEMO
• COMMERCIAL
• COMMERCIAL PREMIUM

Organisation Group (can be for multiple organizations)

Effective Date

Expiration Date

Number of Allowed Organisations: Set to apply the same license to more than one organization.
E.g., a group, such as AluxSat, may have '2' allowed organizations, AluxSat UK and AluxSat USA.

Number of Existing Organisations: Organisations already used by the specific organization group.

Number of Allowed Active Users from each organization of the specific group; system restrictions may apply if exceeded.

Number of Existing Active Users from each organization of the specific group.

Number of Allowed Active Subscribers that can be managed by each organization of the group. System restrictions may apply if exceeded.

An active subscriber is defined as a distinct accounts receivable with a registered subscription and at least one effective subscription service.

Number of Existing Active Subscribers from each organization of the specific group.

Number of Allowed Active Rewards Participants from each organization of the specific group. System restrictions may apply if exceeded.

By definition, an 'active' rewards participant must participate in at least one effective reward scheme.

Number of Existing Active Rewards Participants from each organization of the specific group.

Applications: Controls access to CRM.COM applications.

Modules: Controls access to CRM.COM Modules.

If an application or module is restricted through the license, then:

• Its features are not accessible through the UI or Web API.
• The menus are not visible.

• Users cannot access the software through the UI or Web API.

• If the number of active users, subscribers or rewards participants exceeds 110% of the allowed value, then all users from the organization are blocked from the system.  

• Users can still access the software through the UI or Web API.
• Super users and developers get a warning each time they log into the system.

Application Server: The currently registered server. Only the servers related to the organization of the logged in user are loaded.

Enabled: 'Check' to run scheduled processes through the scheduler engine. At least one registered application server must be 'Enabled'.

Start Automatically on Starting the System: 'Check' to start the scheduler when the server is restarted.
The application server must also be 'Enabled'.

'Check' only one 'Enabled' Default server for running scheduled processes through the scheduler engine.

The Application Server that is allowed to perform the specified process. Only application servers associated with the organization of the logged in user can be defined.

Module: select a module (e.g., Billing) to make its processes available for scheduling.

The Process that will be allowed to be performed by the specified registered server, e.g., normal billing run.

Attachment: The user can select to upload a file or URL.

Select whether reporting on background processes takes place for erroneous records exclusively, or also for successful records.

For each process the following actions are possible:

• STOP
• START
• Update CPU % usage
• View Logs of the executed runs.

View logs for user-defined processes, optionally filtering by module, process name, and start date.

Status:

• Running
• Idle
• Stopped

Last Execution Date / Time

Last Execution Duration in Seconds

Module related to the batch process.

Batch Process (name)

Error Code 

Error Description 

Module related to the batch process.

Batch Process (name)

Warning Description

From Email Address (sender)

Subject 

Notify on Errors: Whether notifications should be sent each time an error is identified.

Notify on Warnings: Whether notifications should be sent each time a warning is identified.