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When configuring or setting up the ChannelCRM system there are a number of values or settings that are common for all users of the system, for instance the shared folders for journalized documents or templates.
By assignin standard settings to the user SYSTEM as seen below, the settings will be shared by all users of the system (unless otherwise defined for individual users).
The Standard Settings are:
DocumentFolder
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This is the folder in which all documents created within ChannelCRM or Journalized into ChannelCRM or synchronized into ChannelCRM are saved. Preferably use the format \\ServerName\ShareName. This is much more robust than using the format like Z:\ChanneCRM\Dokumenter (as an example)
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DocumentFolder2
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This is a secondary folder in which you can archive documents. If a user is opening a document in ChannelCRM the system will try to find it in the document folder. If it is not there the system will continue to the DocuemntFolder2
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TemplateFolder
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This is the folder containing your templates for merging (Word, Excel, e-Mail, PDF or other documents)
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DefaultCountry
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The country that is the default country when creating new companies and contacts. Format is ISO.
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ProjectFolder
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This is the path which is used by the tabfolder "Folder" (requires ChannelCRM/Engineering license) to look up in a dedicated folder for the active project. The folder is described in the format
\\Server\ShareNavn\<<ProjectKey>>. ProjectKey is the actual proect number
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ProjectSubFolders
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This is a list of folders which will be automatically created under ProjectFolder. The list is described with semicolon as a separator. Example: Et eksempel på en folderliste er "Drawings; Contracts;MinutesOfMeetings"
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Page url:
http://www.channelcrm.net/us/index.html?net_administrationglobaldefaults.htm
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