| Balances to Primary on Split |
When splitting linked customer accounts (Spouse/Partner), whether all balances go to primary or are split between the two. |
| Convert Customer Name and Address on Receipts to Mixed Case |
Whether to convert the customer name and address to mixed case on receipts. |
| Custom Field Names |
Labels for custom fields. |
| Customer Duplicate Check |
What action to take with regard to checking for duplicate customers before adding a new one. Options are:
Check All Relevant FieldsCheck on Phone and Email OnlyDisable Only
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| Days to Include in Customer Rankings |
When ranking customers, they should be ranked for this number of days. 3652 max. |
| Enable Customer Activity Tab Green Dot |
Allows you to activate or deactivate the green dot indicating activity in the Customer Activity tab. This feature demands database activity. |
| Guess Gender if Not Specified |
Whether to try to guess the gender when not specified on a customer record. |
| Include Spouse/Partner Column on Customer List Views |
Whether or not to include extra column for spouse information on customer list windows. |
| Include Spouse/Partner Name |
Whether to include the spouse/partner’s name throughout The Edge. |
| Number of Customers to Rank |
When ranking customers, only this number should be ranked. Max 1000. |
| Permission Required to See Sale from Customer Activity |
If set to True, a permission is required to view the sale. |
| Phone Number Format |
Template that controls how phone numbers are formatted. Use ‘x’ in place of numbers, e.g. (xxx)xxx-xxxx, xxx.xxx.xxxx, xxx-xxx-xxxx.
Note: This option can potentially conflict with the Validate That Phone Numbers Have 10 Digits option if your phone number template contains less than 10 digits.
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| Show Dial and Email buttons on contacts screen |
Show Dial and Email buttons on contacts screen next to the Edit controls. |
| Show Email Button on Contacts Screen |
Show the Email button on the contact screen next to the edit controls. |
| Show Ranks on Customer Display |
Show ranks and perform re-ranking once a day. |
| Show Social Button on Contacts Screen |
Show the Social button on the contact screen next to the edit controls. |
| Sort Customer Statements |
Controls how Customer Statements are sorted when printed: by Last Name, by Customer Number, or Not Sorted. |
| Title Case Names |
Whether to automatically set title case (capitalization) on names, addresses, and titles throughout the program. |
| Use Comma After City and Before State in Mailings and on Reports |
Whether a comma should appear after the city and before the state in mailings and reports. |
| Use Customer Display for Edits |
In places that customer edit is opened, use the Customer Display screen. This does not include customer lists. |
| Use Period After Title in Customer’s Name in Mailings and on Reports |
Whether a period should appear after the title of part of a customer name on mailings and reports. |
| Validate That Phone Numbers Have 10 Digits |
Validate that phone numbers have 10 digits in them. This is important if you will be using texting/SMS features. |