Default Number for Contacts, Campaign, Segment, To do and Opportunity

Default Number for Contacts, Campaign, Segment, To do and Opportunity can be defined in Sales & Marketing --> Setup --> Marketing Setup --> Default tab.

Default Value for Contact Card

Navision can assign a default language code, territory code, salesperson code, country code and sales cycle code to a new Contact. The default value can be defined at Default tab in Marketing Relation Management Setup form. Please note that the Inheritance value will overrides Default values.

Inherit Information from Companies to Contacts

Some information such as salesperson code, territory code, country code, language code, address details and communication details for contacts are same as the company the contacts are attached to. To save you from data entry work, this information can be inherited from Companies to Contacts. You can define what information to be inherited and what information not to be inherited at the Inheritance tab in Relationship Managment Setup Form. Please note that Relation Management Setup is accessed from the Sales & Marketing --> Setup --> Marketing Setup

Navision will copy the information to Contact Card when the contact is first created for the company. Later, when you change the information in the company, the information in the contacts will also get updated accordingly.

Besides using Inheritance, you can also setup Default value to be used while creating a new contact. But, Please note that the Inheritance value will overrides Default values.

Search Index Mode in Marketing Setup / Relationship Management Setup

You have the choice of Auto or Manual. Auto means Navision will automatically index the search contact information each time you add or modify any contact information. If Manual mode is selected, the you need to run the Generate Search Index batch job for Navision to process the search index.

Attachment Storage Type in Marketing Setup / Relationship Management Setup

The Attachment Storage Type field in the Marketing Setup allow you to define where you want Navision to store attachments. 2 options are available.
1) Embeded - stored within Navision
2) Disk File - stored in a physical disk drive. You need to specify a directory in your harddisk for storage and must grant all Sales & Marketing users access to the directory.