Balances to Primary on Split

When splitting linked customer accounts (Spouse/Partner), whether all balances go to primary or are split between the two.

Convert Customer Name and Address on Receipts to Mixed Case

Whether to convert the customer name and address to mixed case on receipts.

Custom Field Names

Labels for custom fields.

Customer Duplicate Check




 

Days to Include in Customer Rankings

What action to take with regard to check for duplicate customers before adding a new one.  Options are:

Check All Relevant Fields

Check on Phone and Email Only

Disable Only.
 

When ranking customers they should be ranked for this number of days. 3652 max.

Enable Customer Activity Tab Green Dot

Allows you to activate or deactivate the green dot indicating activity in the Customer Activity tab.  The feature does demand database activity, so it might not be desired.

Guess Gender if Not Specified

Whether to try to guess the gender when not specified on a customer record.

Include Spouse/Partner Column on Customer List Views

Whether or not to include extra column for spouse information on customer list windows.

Include Spouse/Partner Name

Whether to include the spouse/partner’s name throughout The Edge.

Number of Customers to Rank

Permission Required to See Sale from Customer Activity

When ranking customers, only this number should be ranked. Max 1000.

If set to True, a permission is required to view the sale.

Phone Number Format

Template that controls how phone numbers are formatted.  Use ‘x’ in place of numbers, e.g. (xxx)xxx-xxxx, xxx.xxx.xxxx, xxx-xxx-xxxx. 

Note: This option can potentially conflict with the Validate That Phone Numbers Have 10 Digits option if your phone number template contains less than 10 digits.

Show Dial and Email buttons on contacts screen

Show Email Button on Contacts Screen

Show Ranks on Customer Display

Show Social Button on Contacts Screen

Show Dial and Email buttons on contacts screen next to the Edit controls.
 

Show the Email button on the contact screen next to the edit controls.

Show ranks and perform re-ranking once a day.
 

Show the Social button on the contact screen next to the edit controls.

Sort Customer Statements

Title Case Names

Controls how Customer Statements are sorted when printed: by Last Name, by Customer Number, or Not Sorted.

Whether to automatically set title case (capitalization) on names, addresses, and titles throughout the program.

Use Comma After City and Before State in Mailings and on Reports

Use Customer Display for Edits

Whether a comma should appear after the city and before the state in mailings and reports.

 

In places that customer edit is opened use the Customer Display screen. This does not include customer lists.

Use Period After Title in Customer’s Name in Mailings and on Reports

Whether a period should appear after the title of part of a customer name on mailings and reports.

Validate That Phone Numbers Have 10 Digits

Validate that phone numbers have 10 digits in them. This is important if you will be using texting/SMS features.