Navigation in main menu: Tools → Company Settings → Settings → CustomerSettings
| Function | Description | Comments |
|---|---|---|
| CustomerDefaultFinanceAccount | Default Finance Account which is automatically filled for newly created customer. | |
| InvoicePrintCopiesCount | Invoice copies to be printed. | |
| CustomerObligatoryEmail | Checked – Customer cannot be saved without filled email address. Unchecked - Customer can be saved without filled email address. | |
| CustomerAddWebUserOnCreation | Checked – After adding a new customer the user is offered to create a new FareWise account for this customer. (Feature for Billetkontoret A/S only). Unchecked – After adding a new customer the user is not offered to create a new FareWise account for this customer. | |
| CustomerAddOldTWAgentOnCreation | (For Billetkontoret A/S only). Checked – Newly created customer can use ‘Flight’ module in Farewise, whether his Farewise account was created automatically or manually. Unchecked – Newly created customer cannot use ‘Flight’ module in ‘Farewise’.. | |
| NewOrderUseAdvancedCustomerSearch | Checked – ‘Advanced Search Customers’ form is opened after ‘Search Customer’ button has been pressed during creation of new Order. Unchecked - ‘Search Customers’ form is opened after ‘Search Customer’ button has been pressed during creation of new Order. | |
| CustomerIdentification | Checked – ‘Customer Identification’ form appears if there is no possibility to identify customer fom PNR text.Unchecked - ‘Customer Identification’ form does not appear, ‘Search Customers’ form appears if there is no possibility to identify customer fom PNR text.. | |
| SuggestRecNoForCustomerPayment | Checked – Customer Payment: ‘ RecNo’ field is filled in automatically, but can be changed. Unchecked - Customer Payment: ‘ RecNo’ field is not filled in automatically, should be filled in by user. | |
| CustomerPaymentNotifyCustomer | Checked – Customer Payment: The user is offered to send notification e-mail to the customer every time he adds payment or prepayment to Draft.Unchecked - Customer Payment: The user is not offered to send notification e-mail to the customer every time he adds payment or prepayment to Draft. | |
| CustomerPaymentNotificationText | Text of the e-mail which is sent to the customer when payment has been added to Draft. | |
| OnlyNameIsMandatoryForCreation | Checked - it is possible to create and save new customer with only name entered on Customer form. Unchecked - it is not possible to create and save new customer with only name entered on Customer form, obligatory fields are: Name, Street Address, City, Zip Code, E-mail. | |
| AllowOneCustomerTypeOnly | Checked - it is possible to select and save customer with only one customer type. Unchecked - it is possible to select and save customer with many customer types. |