How to access from the navigation bar: CRM →  Customer & Vendor settings

The Customers & Vendors settings’ module includes multiple settings that determine what information is mandatory on customer or vendor profiles, as well as the visibility of some of the optional fields.

The form consists of two tabs which list the customer and vendor settings separately:

The settings can be accessed by clicking one of the tabs. Since the forms for both the vendor and the customer settings are identical, the following information about the available fields and options are valid for both customers and vendors:

Customer/Vendor settings

1. Category is mandatory: if enabled, specifying a customer/vendor category is mandatory on the customer/vendor profile.
2. Email is mandatory: if enabled, specifying an email-address is mandatory on the customer/vendor profile.
3. Address is mandatory: if enabled, specifying a billing address is mandatory on the customer/vendor profile.
4. Phone 1 is mandatory: if enabled, specifying the main phone number is mandatory on the customer/vendor profile.
5. Phone 2 is mandatory: if enabled, specifying the secondary phone number is mandatory on the customer/vendor profile.
6. Fax is mandatory: if enabled, specifying the fax number is mandatory on the customer/vendor profile.
7. Cell Phone is mandatory: if enabled, specifying a cell phone number is mandatory on the customer/vendor profile.
8. Website is mandatory: if enabled, specifying the website is mandatory on the customer/vendor profile.
9. Payment term is mandatory: if enabled, specifying a payment term is mandatory on the customer profile.
10. Use credit limit: if enabled, PIRO Fusion users will receive a warning message if the customer/vendor’s credit limit has been reached and the customer/vendor is selected as the customer/vendor of an order.
11. Assign extra attributes to customers’ (vendors’) profile: if enabled, allows assigning a custom attribute list to the customer/vendor profile and the attributes of the attribute list will then be displayed on the ‘Preferences’ tab of the customer/vendor profile. Enabling this option will bring up the Assigned attribute list field where the custom attribute list may be selected.
12. Assigned attribute list: this field is only shown if the Assign extra attributes to customers’ profile (Assign extra attributes to vendors’ profile in case of vendors’ settings) option is enabled. The custom attribute list used to display custom attributes on customer/vendor profile can be specified here. Only the custom attributes lists that are of the Customer extra attributes type are shown as possible options in this list. Custom attribute lists and their attributes can be managed from the Custom attributes management module.