Common settings windows

Common settings windows - overview

On the menu of Visma Net, the windows are grouped into workspace items on the left hand side of the screen.

Attributes (CS205000)

You use this window to create new attributes or to view the details of existing attributes.

Countries/counties/postcodes (CS20400S)

You use this window to store information about countries and states in which your organisation has operations, customers, or suppliers.

Industry codes (CS20100S)

You use industry codes to classify industries into categories and to group companies of similar nature together.

Number series (CS201010)

You use this window to view, create, edit, or delete number series, which the system uses to automatically generate a new number or ID each time a user creates an object of the particular type.

Payment terms (CS206500)

You can use this window to define multiple types of payment terms that are commonly used by suppliers in their relations with your company and by your company in its relations with customers.

Postcodes (CS20401S)

Publish customised reports and inquiries (CS10301S)

This window is used to publish customised reports and inquiries and make them available for other organisations in your organisations table.

Import updates from templates (CS10302S)

This window is used to import customised reports and inquiries from other organisations.

Segment values (CS203000)

By using this window, you can populate the lists of segment values for segmented keys defined in the system and view and edit these lists.

Segment keys (CS202000)

You use this window to configure the segmented keys that Visma Net reserves for specific system objects created by users, such as General ledger accounts and subaccounts, customer and supplier accounts, warehouses, and locations.

Units of measure (CS203100)

This window displays the reference table of unit conversions for the units of measure (UoMs) used in Visma Net.

Activity (CR306010)

By using this window, you can create a new activity, view the details of an existing activity, and create an email and send it to a contact.

Contacts (CR302000)

In this window, you can create new contacts or records about individuals associated with business accounts and view the details of existing contacts.

Send (CR306015)

By using this window, you can create and send an email to a lead or contact, or view the details of an existing email.

Task (CR306020)

By using this window, you can create a new task or view the details of an existing task.

Event (CR306030)

You use this window to create a new event or view the details of an existing event.