Marketing Setup Table

  • Article

Specifies information about the way you want certain aspects of your contacts to be managed.

This table contains:

  • The method to use to search for duplicate contacts.

  • Information that is copied from a company's contact card to the contact cards of the persons working for this company.

  • Default information that is used when you enter a new contact: salesperson, territory, country/region.

  • Default information that is used when you enter a new opportunity: sales cycle settings.

  • Default information that is used when you enter a new sales or purchase document: virtual customer number settings.

  • The location where attachments are stored.

  • Information about the synchronization with customer, bank account, and vendor records.

  • The numbering of contacts, segments, opportunities, campaigns, and to-dos.

List of Fields in the Table

Field Location
Def. Company Salutation Code Field, Marketing Setup Table Relationship Management
Attachment Storage Location Field, Marketing Setup Table Relationship Management
Default Correspondence Type Field, Marketing Setup Table Relationship Management
Search Hit % Field, Marketing Setup Table Relationship Management
Default Country/Region Code Field, Marketing Setup Table Relationship Management
Bus. Rel. Code for Vendors Field, Marketing Setup Table Relationship Management
Email Batch Size Field, Marketing Setup Table Relationship Management
Storage Folder Path Field, Marketing Setup Table Relationship Management
Autodiscovery E-Mail Address Field, Marketing Setup Table Relationship Management
Enable Connector Field, Marketing Setup Table Relationship Management
Primary Key Field, Marketing Setup Table Relationship Management
Autosearch for Duplicates Field, Marketing Setup Table Relationship Management
Default Territory Code Field, Marketing Setup Table Relationship Management
Inherit Territory Code Field, Marketing Setup Table Relationship Management
Default To-do Date Calculation Field, Marketing Setup Table Relationship Management
Default Salesperson Code Field, Marketing Setup Table Relationship Management
Mergefield Language ID Field, Marketing Setup Table Relationship Management
Storage Folder UID Field, Marketing Setup Table Relationship Management
Inherit Communication Details Field, Marketing Setup Table Relationship Management
Bus. Rel. Code for Customers Field, Marketing Setup Table Relationship Management
Inherit Country/Region Code Field, Marketing Setup Table Relationship Management
Segment Nos. Field, Marketing Setup Table Relationship Management
Attachment Storage Type Field, Marketing Setup Table Relationship Management
Default Person Salutation Code Field, Marketing Setup Table Relationship Management
Queue Folder Path Field, Marketing Setup Table Relationship Management
Bus. Rel. Code for Bank Accs. Field, Marketing Setup Table Relationship Management
Default Language Code Field, Marketing Setup Table Relationship Management
Opportunity Nos. Field, Marketing Setup Table Relationship Management
Queue Folder UID Field, Marketing Setup Table Relationship Management
Contact Nos. Field, Marketing Setup Table Relationship Management
Inherit Address Details Field, Marketing Setup Table Relationship Management
To-do Nos. Field, Marketing Setup Table Relationship Management
Inherit Language Code Field, Marketing Setup Table Relationship Management
Maintain Dupl. Search Strings Field, Marketing Setup Table Relationship Management
Default Sales Cycle Code Field, Marketing Setup Table Relationship Management
Campaign Nos. Field, Marketing Setup Table Relationship Management
Inherit Salesperson Code Field, Marketing Setup Table Relationship Management

See Also

Reference

Marketing Setup

Other Resources

The Contact Duplicate Search
Synchronizing Contacts with Customers, Vendors, and Bank Accounts