CRM Settings
The CRM module has its own settings screen, reached from the configuration area rather than from the CRM menu itself: open Administration → Settings → System Settings and pick the CRM Settings record. It is refreshingly short — six options and one grid.
Two of the options change how staff enter data every day, so it is worth setting them deliberately rather than leaving the defaults.
The options
| Setting | Arabic label | Field id | What it does |
|---|---|---|---|
| Compliant Source | مصدر الشكوي | value.compliantSource | Pre-fills the Source field on a new complaint. Default is Sales Invoice. Set it to whatever your support desk sees most often. |
| fill Responsible Employee With Current Employee | السماح بجعل القيمة الافتراضية للموظف بالمسئول بالحالي | value.fillResponsibleEmployeeWithCurrentEmployee | On a new lead, defaults the responsible employee to the employee linked to the logged-in user. On by default. |
| Number Of Result Sources Of Complaint | عدد مصادر الشكوى | value.numberOfRows | Caps how many rows the complaint screen's search action brings back when it looks up a customer's source documents. |
| Allow Creating Maintenance Invoice With Customer Different From Machine Customer | إنشاء فاتورة الصيانة بعميل مختلف عن العميل الموجود في الآلة | value.createInvoiceWithDifferentCustomer | Relaxes the maintenance-invoice rule that the invoice customer must match the machine's customer. Switch this on if you bill a landlord, a head office or an insurer for work on someone else's machine. |
| Allow Editing CRM Lead After Connection | السماح بتعديل خيط البيع بعد ربطه | value.allowEditingLeadAfterConnection | Lets a lead stay editable after it has been converted. Without it, a converted lead is locked. |
| Do Not Filter Machine By Customer | عدم الفلترة على الآلة بالعميل | value.doNotFilterMachineByCustomer | Removes the customer filter from the machine picker on maintenance documents, so any machine can be selected regardless of who owns it. |
| Add Questionairs Page To (grid) | إضافة صفحة الاستبيانات الي | value.addQuestionairsPageTo | Lists the screens that should gain a related-questionnaires page. Add an entity type here and its edit screen grows a page showing questionnaires linked to that record. |
One option that is narrower than it sounds
fill Responsible Employee With Current Employee reads as a module-wide default. It is not — it is honoured by the lead screen only.
Several other screens in the module fill the responsible employee with the current user regardless of this setting, and switching it off will not stop them. If you turn it off expecting the auto-fill to stop everywhere, you will be surprised. Treat it as a lead-screen setting and nothing more.
What is not here
The settings screen carries no options at all for the risk register or the Kitchen Net screens, and only two for the whole maintenance suite — the invoice-customer relaxation and the machine-filter switch. Everything else about how maintenance behaves is configured on the document terms instead. See Maintenance Document Terms.
If you want users to raise a Trouble Ticket straight from an error message, that is not set here either: choose Trouble Ticket as the Entity Type For Reporting Errors in Global Config — see Error reporting. The tickets it creates are ordinary ones that your staff handle in the Support folder.
Reporting: none. This module ships no system reports, and this screen has no print form.