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General Marketing Setup

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To ensure every group in your company records data in the same way and is able to view and use the information efficiently, you must first decide how the marketing area manages certain aspects of your contacts. For example, you can decide how number series are defined or what the standard salutation should be when writing to your contacts.

In the Marketing Setup window, the following sections need to be defined:

  • General

  • Inheritance

  • Defaults

  • Interactions

  • Synchronization

  • Numbering

  • Duplicates

  • E-mail Logging

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Determine how and where you want to store attachment documents that you send to and receive from contacts.This setting is available on the General FastTab of the Marketing Setup window.

"Attachment Storage" in the topic About Marketing Setup

See what you need to set up before you use the Contact Search feature.This setting is available on the General FastTab of the Marketing Setup window.

"Search Index Mode" in the topic About Marketing Setup

Automatically copy specific fields from the contact company card to the contact person card.

"Inheritance" in the topic About Marketing Setup

Automatically set default language codes, territory codes, country/region codes, and set up default salutations for your contacts.

"Defaults" in the topic About Marketing Setup

Automatically record sales and purchase documents, e-mails, and phone calls as interactions.

"Automatically Recorded Actions" in the topic About Marketing Setup

Synchronize the contact card with the customer card, vendor card, and bank account card.

"Synchronizing with Customers, Vendors and Bank Accounts" in the topic About Marketing Setup

Set up number series for contacts, campaigns, to-dos, segments, and opportunities.

"Number Series" in the topic About Marketing Setup

Automatically search for duplicates each time you create a contact company.

"Duplicate Search" in the topic About Marketing Setup

Exchange e-mails with your contacts, customers, and vendors.

"E-Mail Logging" in the topic About Marketing Setup