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The OutlookCRM Extensions utilize an
additional 300+ options designed to provide flexibility and configurability
throughout the OutlookCRM Extensions additions.
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Each option comes configured with the most likely default value to
minimize the initial setup required.
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Quickly and easily set field droplist
values, default values, field labels, hide mini-tabs, etc.
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This “Extensions Projects” tab contains all of the Extensions
options that are specific to the following Extensions forms:
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When multiple selections for a single option are available, a droplist is displayed allowing a specific selection
without typing the value (simplifies configuring OutlookCRM
Options).
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We recommend, for simplicity and ease of learning OutlookCRM,
that all Options tabs are initially set up under Central
Administrative control.
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This “Extensions Financial” tab controls all of the options for
fields and functions on each of the above listed forms. Since these options affect the data that
is stored in the OutlookCRM system, it is
strongly recommended for multi-user implementations that this tab be set
and always remain under Central Administrative Control.
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For additional information on setting Administrative Options within
the OutlookCRM system, please reference the OutlookCRM help file (conveniently located on the OutlookCRM toolbar droplist).
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For a description of each of the above options please see the Extensions
Financial Administrator’s documentation.
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