ARM and ARM Pro both have the ability to customise settings to adjust defaults, enable certain items to be displayed or hidden and automatically delete defaults. This includes the ability to enable:
- Self client staff visibility – Hide self client staff members from main contact autocomplete search
- Client type automatically defaults to ‘Individual’ as opposed to ‘organisation/group’.
- Default enables new contacts to receive emails.
NB: Please consider SPAM and Data Protection laws when making your selection.
- Contact photos to be uploaded in ARM
- Duplicate email addresses to be created in ARM where a contact is attached to a number of clients
- The account manager’s assistant to also receive client birthday reminders
- All staff to be allocated to a team
- Enable the automated generation of a read only ‘email placeholder’ for staff who do not have the required email address. These emails are placeholders only + do not trigger any system emails.
- Display staff member avatars in ticket communication to MYP support team.
- Financial links to be created between contacts +/or clients
- Integration of ARM meetings + tasks with Google, Outlook + other calendars
- Documents to be attached to an opportunity (myDocs Subscribers only)
- Tasks to be allocated to specific opportunities and for these tasks to be tracked and captured in relevant reports e.g. Management Report
- Sale items to be allocated to an opportunity (ARM Pro)
- Prevent the creation of multiple invoices from an opportunity (ARM Pro)
- Automatic archiving of successful opportunities
- Opportunities to be copied to other clients +/or contacts + linked e.g. for tenders and quotes
- Opportunities to be copied to a project when it has been identified as successful
- Custom reports for ARM projects
- Documents to be attached to a project
- Documents to be attached to a project task
- Set the default graphic display options in ARM reports
- Activity selection when manually adding to history
- Enable setting product pricing specific to a client
- Enable viewing programs in ARM
- Hide self-client staff members from main contact autocomplete search
- Adjust the default period for automated history from the 7 years to an alternative period
- Adjust the default period for automated ticket deletion from 2 years to an alternative period (Support Centre module Subscribers only)
- formSPACE PRO – Signature reminder frequency – set reminder email frequency (reminder period 2 weeks)
To customise settings:
- Select ‘Customisation’ from the side navigation
- Select ‘Settings’
- Select the relevant ‘Yes’ or ‘No’ radio buttons
- Select ‘Save’
Customise iCalendar support
- Select ‘Yes’ to have iCalendar files attached to emails
- Select ‘No’ for Outlook integration provided set-up has been completed
NB: For meetings booked to go into each staff member’s personal calendar, the Outlook/Exchange integration must be set for each person individually.
Customise accepts eMarketing setting
The default value for new contacts is set to ‘Yes’ for accepts marketing.
- To change the default to ‘No’
- Select ‘Customisation’
- Select ‘Settings’
Default enables new contacts to receive emails.
NB: Please consider SPAM and Data Protection laws when making your selection.