Setup
Before creating contacts in OC, you need to set up various codes in the code list tables that you will use to assign information to companies and people. The subchapters of this chapter describe the settings of the basic dial.
Navigation:
- Marketing Setup
- Business relations
- Interaction Template Setup
- Salutation
- Salutation Formula
- Job Responsibility
- Post Code
- Territory
- Language
- Country/Region
- Legal Forms
- Legal Subjectivity
- Personal document types
- Comment types
- API Cont. Rating Source/Type
- Rating Values
- Atributes
- Incident Sources
- Incident Reasons
- Customer templates
- Vendor templates
- API Acquisition Segment
- Setup for opportunity
- Setup for consents
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