Customer Miscellaneous (Settings)

The Customer Miscellaneous Settings screen provides access to settings that cannot be categorised under other available Customer Settings. Each of the miscellaneous settings is global (affects all CommTrak users).

Accessing Customer Miscellaneous Settings

Settings > Customer Settings > Miscellaneous

Available Settings

The available miscellaneous customer settings are:

Default state for new customers (appropriate default applied during CommTrak commissioning)

When a new Customer or Lead is created, the default state (as displayed with the address fields) for the record is determined by this option.

How many company history entries to show for each staff (default 15)

The number of company records displayed in the Recent History drop-down panel, on the Information Bar, is specified in this field.

The available selection is 10-50 records.

Show expired or cancelled contracts in customer's Main Info tab (default No)

By default, the Contracts field on the Customer Screen does not display expired contracts but, instead, indicates the number of expired contracts (if any) in orange text, below the Contracts field label.

If desired, expired contracts can be displayed in the main Contracts field. Expired contracts are displayed in red, strike-through text.

Expand customer Special Comments message by default regardless of screen size

The Special Comments field in the Customer Screen can contain very large quantities of text. By default, the Special Comments banner is collapsed when first viewing the Customer Screen to avoid the requirement to scroll down the screen to see the standard customer fields.

If preferred, the this settings can be changed to Yes, which will display the Special Comments banner in its expanded state when first viewing the Customer Screen.