Command : Settings
Keyboard shortcut :
Icon :
This command is accessible from the Prospect Tracking main screen.
'General' Tab
With the exception of the 'International access' area and 'Area code' the different parameters of this tab have their own different stations in the context of use in client/server mode.
Communication
You must adjust the relative composition of telephone numbers.
Modem port: communication port where your modem or communication card is connected.
Initialisation string: Hayes command allows the initialisation of your modem. This information is only necessary if you have problems dialling telephone numbers.
Consult the documentation of your modem to know its initialisation string (for example AT&F1).
Outgoing prefix: For calls made from an interior telephone, a prefix is specified to obtain an outside line. (generally it is a 0).
International access: Numeric sequence to obtain communication out of your national territory (generally 00).
Area code: Indicates the area to be called. This code is not used for calls within the same area.
Hands free mode: If you have a voice modem, you can connect directly by plugging in a microphone or headphones.
This allows you to telephone in 'hands free' mode. If this is not the case, you need to pick up the receive after dialling the telephone N° (the modem must be plugged into the same line as your telephone).
Automatic dialling: In the case of a telemarketing study, automatically dial the N° of the contact record to call.
Note: only the operators with administrators status can modify the information for 'International access' and 'area code' common to the group of stations when client/server mode is in use.
Users country
This information permits, during the creation of a new record on the Contact file, the formatting by default the fields 'phone' and 'fax' according to those you have defined for your user country. You can only do this here if the latter already exists in the Countries file.
Cities
Treatment of doubloons on import city
This option allows to activate or to deactivate, the treatment of doubloons during the import of information stemming from an external source.
By default, this option is not activated and thus permits the cohabitation of several records with an identical postal code and a different town (management of different communes with the same distributing office).
Copy the value of the field '[Cities] Affectation' to the field
You can define from this list the field of record ' Contact ' beneficiary of this information.
Any record 'Contact ' will be automatically enriched by this information in the field targeted according to its city of ratttachement.
Examples: you can allocate to this field the region, the province...
Note : If you are using the Data Exchange command between several sites this information is sent to the distant site.
'Agenda' Tab
Time periods
By default you can define the time periods of the agenda.
Purge delay
This automates the deletion of passed events in function with a specified value (60 day default).
Commercials
Creates the different commercials that you want to manage when making appointments with the agenda of Prospect Tracking.
Notes :
| . | If you are using the Data Exchange command between several sites this information is sent to the distant site.
|
| . | No modification is possible, if in this mode you are not notified as being the main site.
|
| Indeed only this last one can, in that case, create, modify or still delete commercials.
|
This zone allows to define days relative to the W.E. (Saturday/Sunday, Sunday/Monday or still quite other combination) as well as the holidays.
These last ones are to edit in the zone foreseen for that purpose under the shape MM/DD.
Exemple : 05/08 for the 8 of May
'Contacts' Tab
The options of this tab specifies the processing method of the fields 'Surname', 'First name', and 'Address' during :
- The input of information in the 'contact' file.
- Data import in the same file.
The different types of processing are as follows :
Proper names
able informatique becomes Able Informatique
jean-peirre de la MOTTE PIQUET becomes Jean-Pierre de la Motte Piquet
Capitals
All the character strings are put in capitals.
Jean-Pierre de la MOTTE PIQUET becomes JEAN-PIERRE DE LA MOTTE PIQUET
Respecting the entry
No modification is given to the input done.
The 'Apply' button available to each of these 3 fields permits, at any time, to change the type of presentation and to immediately apply it to the group of records of the Contact file.
'Index fields' Tab
Correspondence Field names
From this screen you may personalise the filed names Internal Code 1, Internal Code 2, 'International Identity', and 'Variable', on the contact record as well as the all the fields on the 'Index fields'. The wording that you assign here will systematically be reset afterwards. (record display, searches, printing…).
Note : If you are using the Data Exchange command between several sites this information is sent to the distant site.
'Index table' tab
From this screen you may personalise the name of the 'Index table' file as well as the field names. The wording that you assign here will systematically be reset afterwards. (record display, searches, printing,….).
Note : If you are using the Data Exchange command between several sites this information is sent to the distant site.
'Internet' tab
Parameters used by default during a mailshot by electronic mail (email).
SMPT output mail
Specify your SMPT server for outgoing messages. You can obtain this information from your Internet supplier or the administrator of your local network.
Email dispatching
Specify the address that will be used during a mailshot. The email address must be in the format prefix@suffix, for example info@admiralsoft.com
'Other' tab
This parameter is used by default, during the editing of a letter from the contact record. In order to use a model document within a letter addressed to a contact ('Correspondence' tab), the field references are replaced by the corresponding values, when a document is duplicated in the 'Letters' file.
Note: The field references fields are marked by <<>> and are inserted in the document through the 'Insert' menu command of the word processor of Prospect Tracking.
Examples: <<[contact] company>>, <<[contact]address>>, << Date and Hour>>,…..
Date format: permits you to specify the date format required during the replacement of the reference<<Date and Hour>> by the corresponding value.
Table access
Allows you to specify the type of selection carried out by default on the records, during the opening of an execution window.
Note: the option 'search for contacts to re-contact' automatically displays the re-contact dates, passed or current, when the window is opened.
Search
Indicates to Prospect Tracking, the successive search in a selection. The box to be ticked 'Search in the selection' is therefore activated automatically during a search.
Data Exchange (multi-site management)
Indicatif du site : identifiant unique composé de 3 caractère maximum.
Site principal : Si le site n'est pas 'Site principal', il est donc considéré comme site distant.
Note : dans le cadre des échanges de données il est important de noter qu'il ne peut y avoir qu'un seul site principal (mais plusieurs sites distants).
'Printing' Tab
The information of this tab permits you to personalise the 'contact' record during the printing. You may define the following elements: Record title, left and right header.