To limit the amount of data the app needs to retrieve from the database, it is possible to set time limits on various types of data available in Isah CRM. The app will work faster if only a small amount of data is requested, and limiting the time zone will also eliminate data that is less relevant to your work.
For each of the items, set the way in which you want to limit the data. Once you enter the method, for instance 'Months', a new field will become visible in which you can enter a specification, such as the number of months. Once you have entered this specification, Isah Configuration displays the start date behind the field.
All: show all data
Date: show only data after the date you enter here
Months: show all data going back the number of months you enter here (the current month is included in this number)
Quarters: show all data going back the number of quarters you enter here (the current quarter is included in this number)
Years: show all data going back the number of years you enter here (the current year is included in this number)
Please note: These settings will limit information in the CRM app. If you wish to see turnover data for 10 years, but the setting for your sales turnover is two years, you will either have to change the setting or view the turnover data in Isah.
If you specify a prefix in this field, it will be added in front of the address code whenever someone adds an new address in the CRM app. This way, it is possible to keep track of data added in the app. The prefix has a maximum of 2 characters.
If you specify a prefix in this field, it will be added in front of the customer code whenever someone adds an new customer in the CRM app. This way, it is possible to keep track of data added in the app. The prefix has a maximum of 3 characters.
If you specify a prefix in this field, it will be added in front of the customer relation code whenever someone adds an new customer relation in the CRM app. This way, it is possible to keep track of data added in the app. The prefix has a maximum of 2 characters.
This setting contains the message type groups from Isah. Message type groups are categories of message types. Only message types belonging to the groups you have selected here will be visible in Isah CRM. If you want all message types to be visible in Isah CRM, leave this setting empty.
In the Message type group selection field you specify which message types are visible in Isah CRM. You can further restrict the use of message types with the Add message group type selection field: only message types belonging to the groups you have selected in this field can be used in the CRM app. The others will be visible, but can not be added to an entity.
Please note: When you open the field, you will only see those message type groups you have selected in the Message type group selection field.
This setting contains the selection groups from Isah. Selection groups are categories of selections. Only selections belonging to the groups you have selected here will be visible in Isah CRM. If you want all selections to be visible in Isah CRM, leave this setting empty.
Set the default action type for actions that are added in Isah CRM. This action type will be filled in every time an action is registered in Isah CRM, but it can be changed before saving.
If your company works with KPI's, register here which KPI the app must use to find information to display in the customer cockpit under Sales in the field Budget intake this year.
If your company works with KPI's, register here which KPI the app must use to find information to display in the customer cockpit under Sales turnover in the field Turnover last year.
If your company works with KPI's, register here which KPI the app must use to find information to display in the customer cockpit under Sales turnover in the field Turnover this year.
Prefix for new customer relation