Enables the use of segmented keys (for GL accounts, subaccounts, and stock items, and for customer, supplier, and employee accounts) and the creation of number series, which are used for automatic generation of reference numbers for batches and for documents of various types.

Also, this workspace supports attributes—optional and required UI elements to be used in many workspaces for entering and storing additional properties of various objects.

The input mask (###) ###-#### will force users to enter the three-digit area code in parentheses, with other seven digits separated by a hyphen ( - ) in two groups: one with three digits and the other with four digits.

If certain input values will always have the same characters, just type the characters within the mask, as is done with the parentheses and hyphen in the previous example.

The mask >L#L #L# ensures that the postcode will be entered as two three-character groups separated by a space:

• The first group contains an upper case letter and a digit, and an upper case letter.
• The second group contains a digit, an upper case letter, and a digit.

Only the following letters are actually allowed: A, B, C, E, G, H, J, K, L, M, N, P, R, S, T, V, X, and Y.

The regular expression below ensures that the postcode will comply with this rule too:

/^\s*[a-ceghj-npr-tvxy]\d[a-z](\s)?\d[a-z]\d\s*$/i;

The format of U.K. postcodes may be represented by a set of masks:

• L# #LL
• L## #LL
• L## #LL
• LL# #LL
• LL## #LL
• LL#L #LL

Some letters (CIKMOV) are not allowed in these codes.

Because only one mask is allowed, you can create a regular expression such as the following for UK postcodes: [[A-Z]{1,2}[0-9R][0-9A-Z]? [0-9][A-Z-[CIKMOV]]{2};.

The status of the currently selected functionality set. The following statuses are possible:

Pending activation

You have modified the functionality set but have not enabled the functionalities. In this state, the window settings do not reflect the actual set of functionalities available in Visma Net.

Validated

All the functionalities selected in the window are enabled. In this state, the window settings reflect the actual set of functionalities available in your instance of Visma Net.

An informational check box that is used to group the functionalities associated with the standard functionality of the Finance module. You can enable only the functionalities that your organisation will use.

A check box that you use to enable the Business account locations functionality. This functionality supports multiple locations for supplier and customer accounts.

For more information, see: Sales invoices (AR301000)

A check box that you use to enable the Multi-currency accounting functionality.

This functionality enables the Currency management workspace, which you can use to define multiple currencies other than the base currency. This functionality also enables the automatic calculation of gains and losses on foreign currency transactions and gives you the ability to revalue the foreign currency accounts.

A check box that you use to enable the Expense reclassification functionality.

If your company’s expense processing procedure uses multiple steps, you can enable this functionality to have the invoices released in two stages: pre-release, when a data entry clerk enters an invoice and release, when an authorised accountant reviews a pre-released document and specifies the correct expense accounts and subaccounts and releases the document.

For more information, see: About support for expense reclassification

A check box that you use to enable the VAT reporting functionality.

Once you enable this functionality, you will get access to all VAT reports necessary for VAT filing. You should enable this functionality only if you need to maintain VAT accounting.

A check box that you use to enable the Net/gross entry mode functionality.

Once you enable this functionality, you will be able to specify the VAT calculation mode, which the system will use for computing a VAT amount in a document, when you enter a document in the system manually. Depending on the specified mode, you can enter either VAT-inclusive amounts in document detail lines or VAT-exclusive amounts in document detail lines.

You will also be able to activate the tax amount validation functionality in a document that you enter.

A check box that you use to enable the Invoice rounding functionality.

With this functionality enabled, you can configure the rules for rounding invoice amounts in the Supplier ledger workspace and invoice amounts in Customer ledger workspace. By using this functionality, you can also configure the precision for rounding the amounts of invoices and invoices in those workspaces.

For more information, see: About rounding of document amounts

A check box that you use to enable the ROT and RUT deduction functionality.

Enabling this functionality adds the Claim ROT and RUT (AR531000) window and multiple UI elements in the Customer ledger workspace that you can use to create and process documents eligible for ROT and RUT deductions.

Enabling this will hide all the existing screens/fields/columns/actions related to the existing approval and invoice inbox workflows.

For the time being, this is only used in limited Swedish companies.

A check box that you select to enable selection of the functionalities in the Advanced Financials group of functionalities. Also, this check box enables the functionality of time cards.

Note: This group of functionalities is not available in the standard edition of Visma Net.

A check box that you use to enable the Subaccounts functionality.

When you enable this functionality, you will be able to create and maintain a list of subaccounts for your company. Subaccounts are used for grouping accounts to perform financial analysis.

For more information, see: Example of a subaccount definition

A check box that you use to enable the General ledger allocation templates functionality.

If this functionality is enabled, you can create and maintain allocation templates (which define how the allocations are to be performed) and perform allocations automatically according to your definitions.

A check box that you use to enable the Inter-branch transactions functionality.

This functionality gives you the ability to configure automatic generation of inter-branch transactions for each document that involves multiple branches.

A check box that you use to enable the General ledger consolidation functionality.

By using this functionality, you can consolidate data from specific branches of subsidiaries (or consolidation units) into a specific branch of the parent company. You can configure which data should be consolidated and how exactly the data should be consolidated.

After that, you can consolidate the data as often as you need within each financial period.

A check box that you use to enable the Translation of financial statements functionality.

With this functionality enabled, you can translate amounts from the base currency to another currency at the account balance level. Translation can be used for reporting purposes in any foreign currency.

A check box that you use to enable the Customer and supplier discounts functionality.

With this functionality enabled, you can maintain customer and supplier discounts in your system: import them or enter them manually, and update them. The system automatically applies the supplier discounts to purchase orders (or to invoices if the Logistics functionality is not enabled) and customer discounts to sales orders (or invoices if the Logistics functionality is not enabled) when the documents are saved by users.

For more information, see: Maintain supplier discounts - overview and Manage discounts

A check box that you use to enable the Commissions functionality.

With this functionality enabled, you can configure commission calculations that support your company’s policies.

For more information, see: Manage commissions - overview

A check box that you use to enable the Overdue charges functionality.

With this functionality enabled, you can configure additional charges to be applied to outstanding balances of customers who are consistently paying too late or not paying in full.

For more information, see: About overdue charges

A check box that you use to enable the Dunning letter management functionality.

With this functionality enabled, you can generate dunning letters to notify customers about their overdue documents. You can select how you want to manage a level of a dunning letter; by customer or by overdue document.

For more information, see: Manage dunning letters - overview

A check box that you use to enable the Deferred revenue management functionality.

This functionality adds the Deferred revenue workspace and integrates it with the Supplier ledger and Customer ledger workspaces. With this functionality enabled, you can configure deferral codes and schedules and use them in the Supplier ledger and Customer ledger workspaces for recognising portions of deferred expenses and revenues according to these schedules. Also, the Deferred revenue workspace provides a wide variety of reports.

A check box that you use to enable the Parent-child customer relationship functionality.

With this functionality enabled, you can configure parent-child relationships between business accounts of the Customer and Customer and supplier types. A parent-child relationship includes the ability for the parent account to pay invoices of the child account, to generate consolidated statements and reports, and to view a consolidated balance for a parent account that includes the balances of its child accounts. The relationship can be removed at any time.

For more information, see: Manage parent-child relationships - overview

A check box that you use to enable the Retainage support functionality.

With this feature enabled, you can create and process invoices in the supplier ledger with retained amounts that will be paid later than the principal amount of documents. Multiple documents are created in the system to process a retainage: the original document (which has retainage withheld) and the retainage document or documents (which reflect the retainage amount to be paid).

A check box that you use to enable the Contract management functionality.

This functionality provides support for contracts, including case processing and contract invoicing.

For more information, see: Manage contracts - overview

A check box that you use to enable the Fixed asset management functionality.

This functionality adds the Fixed assets workspace. By using the Fixed assets workspace, you can create and manage fixed assets through their useful life, from acquisition to disposal. If the Advanced Logistics functionality is selected, the Fixed assets workspace is fully integrated with your Purchases workspace to facilitate converting purchases into fixed assets without re-entering data.

A check box that you use to enable the functionalities in the Logistics group of functionalities.

Enabling this group of functionalities enables the workspaces that are part of the Inventory module: Inventory, Inventory, and Purchases. Also, this group includes the standard and advanced functionalities.

A check box that you use to enable the Multiple units of measure functionality.

By enabling this functionality, you can define for each stock item multiple units of measure (UoMs) that can be used as purchase units, sales units, and the base unit for calculating the item’s available quantity. Also, you can define the rules for conversion between these units. Without this functionality, for each stock item, you can define only the base unit of measure.

For more information, see: About units of measure and conversions

A check box that you use to enable the Blanket and standard purchase orders functionality.

This functionality gives you the ability to process blanket purchase orders (orders that can be fulfilled through multiple normal orders) and standard purchase orders (orders that include the products purchased regularly in the same quantities and that can be processed repeatedly).

For more information, see: About types of purchase orders

A check box that you use to enable the Drop shipments functionality.

With this functionality enabled, you can create and track orders for goods that should be delivered directly to a customer location.

For more information, see: Create a drop-ship order flow

A check box that you select to enable selection of the functionalities in the Advanced Logistics group of functionalities. These functionalities provide the advanced functionality for the Inventory module.

A check box that you use to enable the Lot and serial tracking functionality.

With this functionality enabled, you can track stock items by lot or serial numbers and by expiration dates. Visma Net provides flexible numbering schemes for lot and serial numbers and the ability to track different products differently.

For more information, see: About lot and serial number tracking

A check box that you use to enable the Multiple warehouses functionality.

With this functionality enabled, you can create a distributed structure of warehouses. Without this functionality, only one warehouse is created by default.

For more information, see: About warehouses and warehouse locations

A check box that you use to enable the Multiple warehouse locations functionality.

This functionality, when enabled, supports multiple locations for each warehouse. Some of these locations can be reserved for specific inventory transactions, such as receipts, issues, and returns.

For more information, see: About warehouses and warehouse locations

A check box that you use to enable the Inventory replenishment functionality. his functionality can be enabled only if the Multiple warehouses functionality is enabled.

This functionality enables you to automate replenishment of stock items for your warehouse or warehouses.

For more information, see: About automated replenishment

A check box that you use to enable the Automatic packaging functionality.

For more information, see: About automatic packaging for non-integrated carriers

A check box that you use to enable the Kit assembly functionality.

With this functionality enabled, you can create kit specifications and perform kit assembly and disassembly according to specifications.

For more information, see: About accounting for kits

A check box that you use to enable the Advanced stocktaking functionality.

This functionality, when enabled, supports counts by item ID, item classes, user-defined cycles, movement classes, or ABC codes.

For more information, see: About overview of stocktaking options

A check box that you use to enable the Sales order to purchase order link functionality.

With this link enabled, you will be able to back order items and to automatically generate purchase and transfer orders to fulfil sales orders.

A check box that you use to enable the Excise duty functionality.

A check box that you use to enable the Custom order types functionality.

With this functionality enabled, you can define new types of sales orders.

For more information, see: About custom order types

A check box that you use to enable the Project management functionality.

After you enable the functionality, the system adds the Projects module, which you can integrate with the Time and expenses, Customer ledger, Supplier ledger, Cash management, General ledger, Purchases, Inventory, and Inventory workspaces. The Projects module includes such functionalities as project accounting, project costing, and project invoicing.

A check box that you use to enable the Change orders functionality.

Visma Net provides the change order functionality, which you can use to control changes to a project’s budgeted and committed values and control the profitability of every change initiated by a customer. A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, commitments, and budgeted costs.

Change orders do not alter the original figures of a project directly; they are tracked separately from the original figures for analysis.

The description of the attribute. You can use an alphanumeric string of up to 30 characters.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

The type of control (element) to be used for the attribute. The following options are available:

Text

The control will be a field in which the user can type text. For this type, you can specify an input validation option: an input mask or a regular expression.

Combo

The control will be a combo field, which is a text field with a list field attached, so users can type or select the attribute value. For this type, you can enter a list of possible values.

Multi select combo

The control will be a list field with a check box against each attribute value so users can select multiple options. For this type, you can enter a list of possible values.

Check box

The control will be a check box that can be selected or cleared to turn the option on or off.

Date/time

The control will be used to enter a date.

An entry mask for input validation. This field is available only if the Control type is Text.

For more information, see: on, see: About input validation options.

The description of the value. Use an alphanumeric string of up to 30 characters.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

A check box that you select to make the value unavailable in any new documents that use the selected attribute.

If a disabled value has been used previously in any records, it will still be available in those records, but you will not be able to use the value in any new records.

The complete name of the country.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

A check box to initiate the use of the country’s postcode register if available. Not all companies has a postcode register installed.

You may also build up your own post code register in the Postcodes tab.

The description of the number series. This alphanumeric string may contain up to 30 characters.

> [!NOTE] > This field supports the multi-language functionality, where you can translate the entered text to multiple languages. For more information, see: About multi-language support

A check box that indicates (if selected) that the system will not generate numbers for the series and users will need to specify document numbers manually.

Series with manual numbering can be used in the Inventory workspace for custom sales orders that do not require shipping.

An alphanumeric string (of up to 15 characters) used to indicate that a new number will be assigned for an object.

Suppose you create a number series for batches and enter NEW here. Each time a user creates a new batch, the user will see NEW in the Batch number field, which indicates that when the new batch is saved, it will automatically get the next number available for batches.

The target audience for which the terms are visible, which can be one of the following:

All

The terms can be assigned to both suppliers and customers.

Suppliers

The terms can be assigned to suppliers only.

Customers

The terms can be assigned to customers only.

Disabled

The terms are removed from the selection lists for both suppliers and customers.

The method of due date calculation. The following options are available:

Fixed number of days

The payment is due a fixed number of days after a sale or purchase. You should specify the number of days as Due day 1.

Day of next month

The payment is due on a particular day of the next month; you should also specify the day of the month as Due day 1.

End of the month

The payment is due at the end of the current month.

End of next month

The payment is due at the end of the next month.

Day of the month

The payment is due on a particular day of the current month. You should also specify the day of the month as Due day 1.

Fixed number of days starting next month

The payment is due a fixed number of days starting the next month after a sale or purchase. You should specify the number of days as Due day 1.

Custom

With this option, you specify two due days that could be used; which due day is to be used depends on the time interval set for the document’s date. For example: You may specify one due day for documents issued in the first part of the month, and the second due day for documents issued in the second part of the month. You use the remaining elements in the Due date settings section to set the due days and their respective date ranges.

The method of calculating the cash discount period, which can be one of the following options:

Fixed number of days

If this option is selected, the discount is available a set number of days after the document date. In the Discount day field, you should also specify the number of days.

Day of next month

With this option selected, the discount is available until a particular day in the next month (that is, the month after the document date). In the Discount day field, you should specify the day of the next month.

End of month

When you select this option, the discount is available through the end of the month (that is, the month of the document date).

End of next month

With this option selected, the discount is available through the end of the next month (that is, the month after the document date).

Day of the month

If this option is selected, the discount is available until the particular day of the month when the document was issued. In the Discount day field, you should specify the day of the month.

Fixed number of days starting next month

When you select this option, the discount is available a set number of days starting the next month (that is, the month after the document date). In the Discount day field, you should specify the number of days.

The type of instalment, which can be one of the following options:

Single

If you select this option, other elements in this section become unavailable. You should also select the due date and other options for the single payment.

Multiple

If you select this option, payment is due in multiple instalments. You should also specify the method, frequency, and schedule of the instalments.

The frequency of instalments; this field is unavailable if the Split by percent in table option is selected as the Instalment method. The following options are available:

Weekly

The second instalment will be a week after the first one, and so on.

Monthly

The second instalment will be a month after the first one, and so on.

Semi-monthly

The second instalment will be a half of a month after the first one, and so on.

The method by which the amounts of instalments are calculated. Select one of the following options:

Equal parts

The document total amount (with all the applicable taxes added) is divided into equal parts. The schedule of payments is defined by the due date, instalment frequency, and number of instalments specified.

VAT in the first instalment

The amount of the document (its total before taxes) is divided into equal parts, and the VAT amount is added to the first instalment. The schedule of payments is defined by the instalment frequency and number of instalments specified.

Split by percent in table

The instalment amounts are calculated according to the percentages specified for each instalment in the Instalments schedule table below this section.

The type of report/inquiry. There are three alternatives:

• Report designer
• Generic inquiry
• Dasboard
• Pivot table
• ARM report
• Workspace
• List entry point
• Atrributes
• Filter

The type of report/inquiry. There are three alternatives:

• ARM report
• Generic inquiry
• Report editor

A check box that indicates (if selected) that the value is active.

Inactive values cannot be used for newly created objects, although they still may be present in the IDs of existing objects.

The value used for consolidation in a subsidiary company (that is, a consolidation unit) for mapping the subaccounts against the subaccounts of the parent company.

For details, see General ledger consolidation - overview. This column is available for segments of the SUBACCOUNT segmented key only.

This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window.

The ID of the segmented key. Select the key from the list of available keys, which can include the following:

ACCGROUP

Used for IDs of account groups in project management

ACCOUNT

Used for general ledger accounts

BIZACCT

Associated with the account used for your company’s branches in the system; the parent key for the SUPPLIER, CUSTOMER, and EMPLOYEE segmented keys

CASHACCOUNT

Used for branch-specific cash accounts based on general ledger accounts

CONTRACT

Used for numbers of contracts; inherits its structure from the PROJECT segmented key

CONTRACTITEM

Used for contract items

CUSTOMER

Used for customer numbers; inherits its structure from the BIZACCT key

EMPLOYEE

Used for numbers of company employees; inherits its structure from the BIZACCT key

INLOCATION

Used for IDs of warehouse locations

INSITE

Used for IDs of warehouses

INVENTORY

Used for stock IDs of stock and non-stock items

LOCATION

Used for IDs of customer and supplier locations

MLISTCD

Used for mail lists

PROJECT

Used for IDs of projects and project templates

PROTASK

Used for IDs of project tasks

SALESPER

Used for salesperson IDs

SUBACCOUNT

Used for general ledger subaccounts

TMCONTRACT

Used for contract templates

VENDOR

Used for supplier numbers; inherits its structure from the BIZACCT key

The list of available segmented keys depends on the functionality is enabled in the Enable/disable functionalities (CS100000) window.

To help the system narrow the search and improve the speed on search, select the lookup mode that fits your search. The options are:

• By segment: All avail. segment values
• By segment key

This option affects only the INLOCATION and SUBACCOUNT keys.

A check box that (if cleared) forces the users to specify objects on data entry windows only by selecting existing object IDs from the list. The list of subaccounts is created in the Subaccounts window. The list of warehouse locations is created in the Warehouses window.

Select the check box to give the users the ability to enter object IDs on data entry windows as combinations of available segment values—there will be no need to create all the allowed IDs on the dedicated windows before they can be used on data entry windows.

Read-only.

A check box that indicates (if selected) that the segment value overrides the value inherited from the parent. This column is available only for the segmented keys that have a parent (such as CONTRACT, CUSTOMER, and EMPLOYEE).

The maximum length of the segment.

Make sure that the total length of all segments does not exceed the maximum length, which is specified in the Max length field in the top part.

The type of characters allowed for the segment values. The following types may be used:

• Alpha: Allows the input of only Latin letters, such as A and z
• Numeric: Allows the input of only digits
• Alphanumeric: Allows the input of Latin letters and digits
• Unicode: Allows the input of any symbols, including any language symbols and special characters (such as % or _ ).

The underscore symbol( _ ) is one of the SQL wild-card characters. If you search for an entity by its ID that contain this symbol, the system considers underscore as the wild-card character (a substitute for any single character)and returns corresponding results.

A check box that indicates (if selected) that validation of segment values is turned on.

It means that you can add a value to each particular segment only by selecting the value from the list of available ones. You open the list of segment values by pointing to the required segment and pressing F3.

This validation works only in windows that can be used to create objects (data entry windows), where objects are selected by their IDs.

Only segment values of the segments requiring validation can be included into a restriction group.

For the consolidation process, we recommend that you select this check box if the length of the subaccount segment in the consolidating company (shown in the Number of characters column) differs from the length of the subaccount segment to be mapped (shown in the Length field).

A check box that indicates (if selected) that the number series selected in the Number series ID field will be used to generate values for this segment in IDs.

If the Auto number option is selected on for the segment, select the Unicode option in the Edit mask column.

The auto-numbering option can be applied to only one segment in a key. It is recommended that if you need to use auto-numbering for specific IDs, you configure the appropriate segmented key as a single-segmented key.

If the auto-numbering option is selected for the single segment of the segmented key, the number series assigned to the segment may be defined with Start number and End number that have less characters than the segment length.

The character that will be used as the segment separator when the object ID is displayed.

This separator doesn’t affect the ID length.

The character specified here must be different from the one specified in Prompt character for the segment.

The character that will used for displaying this segment at input prompts.

You can use different symbols for each segment, but it must be different from the value used as separator for each segment. The default column value is _ (underscore) and the column is hidden by default.

If you want to use the underscore symbol as the segment separator, change the default value of this field to another symbol.

We do not recommend changing a prompt character after you have started entering IDs. If you change the prompt character to a character that has been used in some of the existing IDs, you are not be able to view, edit or find entities whose IDs contain the new prompt character.

The number that represents the order of this string among other strings in the parent company’s subaccount; this column is displayed for only the SUBACCOUNT key.

For more details, see: General ledger consolidation - overview.

This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window.

The length (in characters) of the string in the parent’s subaccount to which the segment value is mapped; this column is displayed for only the SUBACCOUNT key.

This setting is used only if the company is a consolidation unit for the parent company.

This column is available only if the General ledger consolidation functionality is enabled in the Enable/disable functionalities (CS100000) window.

If the number of characters is set to 0, then this segment will be skipped during import of the consolidation data.

UNECE is a Unit of Measure standard from the United Nations focused on improving economic cooperation and integration among its member countries in the European region.

In our document format (PEPPOL BIS 3.0) sent to AutoInvoice, the format in the UNECE field is used as a unit of measure.

This unit code will be validated before the document can be sent.

A list of the codes can be found here: https://docs.peppol.eu/poacc/billing/3.0/2023-Q4/codelist/UNECERec20/

The start date and time of the activity.

The time information is available only if the Track time check box is selected.

The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the box by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.

The project associated with this activity (or the non-project code, which indicates that this activity is not associated with any project defined in the system).

The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.

The project task with which this activity is associated. You can select only a project task that relates to the project selected in the Project field.

The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.

A check box that you select to make available elements that you can use to enter the time-related information.

The check box is available only if the Time reporting on a ctivity functionality is enabled in the Enable/disable functionalities (CS100000) window.

The status of the activity, which is one of the following options: Open, Cancelled, or Complete.

The field is available only if the Track t time check box is selected.

Read-only. The person that is responsible for approving the activity.

The field is available only if the Project management functionality is enabled in the Enable/disable functionalities (CS100000) window and the Track time check box is selected.

The earning type for the activity, which determines how labour is costed. The options are defined in the Type of hours (EP102000) window.

The field is available only if the Track time check box is selected.

The time (in hours and minutes) spent on the activity.

The field is available only if the Track time check box is selected.

A check box that you select if the time spent on the activity is invoice able.

The check box is available only if the Track t ime check box is selected.

A check box that indicates (if selected) that the activity has been released.

The check box is available only if the Track time check box is selected.

The time that can be invoiced (in hours and minutes) spent on the activity. This time cannot be equal to zero or exceed the time specified in the Time spent field.

The field is available only if the Track time and Invoiceable check boxes are selected.

A reference to the invoice that has been generated when the released activity has been invoiced.

The field is available only if the Track time and Invoiceable check boxes are selected.

Provides the following menu commands, which you can click to invoke actions:

Copy from company

Copies the address and contact information from the associated business account.

The unique identifier of the contact, which the system generates automatically.

When you add a new contact, leave this box blank.

The owner of the contact.

If you specified a work group, you can select the owner from only its members. If you didn’t specify a work group, you can select any user. Selecting a work group clears the owner selection if the owner is not a member of the group.

The work group for the contact.

If you select a group, you can select an owner only from the members of the group.

The language in which the contact prefers to communicate. By default, the system fills in the field with the locale specified for the contact’s country. The value is to be used to fill in the Language/locale field for a business account to be created from the contact by using the Create business account action.

This field appears on the window only if there are multiple active locales are defined in the System locales (SM200550) window.

An option button that, if selected, causes the system to display the Choose file and Comment elements on the dialog box.

Select this option if you want a local file to be uploaded on the website.

An option button that, if selected, causes the system to display the Existing file and Comment elements on the dialog box.

Select this option if you want a file from the website to be uploaded on the window.

The path to the local file.

Locate the file; once you select it, the path will be filled in here.

Any comments relevant to the file.

You can view the comments in the Search in files (SM202520) window.

The notification template that is used to generate emails for the mailing.

For each mailing, either a report or a template may be specified.

Provides the following menu commands, which you can click to invoke actions:

• Reply all: Initiates a reply to the sender of the email and all its recipients.
• Forward: Initiates the sending of a copy of the email to new recipients.
• Select source: Opens the Select source dialog box, which you can use to specify which information you want to include into the email.
• Process: Processes the email according to the rules in the ) System email accounts (SM204002) window.
• Cancel sending: Cancels the email.
• Download.eml file: Saves a copy of the email in eml format.

This action is available only for incoming emails.

• Archive: Stores the email activity in archival storage. Only emails that have the Processed status can be archived. The archived email is moved to the System email accounts (SM204002) window, and its status changes to Archived.
• Restore from archive: Restores the email from the archive. When it has been restored, the email is once again listed in the Incoming -tab on All emails (CO409070) or Sent emails (CO409080) window, depending on whether it’s an incoming or outgoing email, and its status changes to Processed.
• Restore deleted: Restores the email if it has the Deleted status.

The desired option for creating a new email:

• Notification template: To insert an email template from the list of available email templates.

This option is available only if a related activity is associated with the email.

• Activity: To insert the activity with the related conversation.

This option is available only if a related activity is associated with the email.

• KB article: To insert an article from the knowledge base (KB).

The template to be used for this email, which you can select from the list of available templates.

This field is available only if the Notification template option is selected in the Source type field.

The particular activity to include in the email.

This field is available only if the Activity option is selected in the Source type field.

The particular article from the knowledge base to include in the email.

This field is available only if the KB article option is selected in the Source type field.

The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the field by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.

The entity that this activity is associated with. For example: If you are creating an activity that is associated with a lead, this lead will be specified in the field by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.

The status of the task. Select one of the following options:

Open

The task has been assigned to an owner.

Draft

The task has not been assigned yet.

In process

The task owner has started processing the task.

Cancelled

The user who created the task has cancelled it.

Completed

The task owner has finished processing the task.

Changes the status of the event to Completed.

This action is available only to the event owner.

Changes the status of the event to Cancelled.

This action is available only to the user who created the event.

Provides the following menu commands, which you can click to invoke actions:

Export

Exports calendar data to a file in the iCalendar format. Files in this format can be imported into Microsoft Outlook or similar applications.

Send card

Sends emails with calendar data to the specified potential attendees.

The entity that this activity is associated with. For example, if you are creating an activity that is associated with a lead, this lead will be specified in the field by default.

To adjust the value, click the magnifier icon; as a result, the Select entity dialog box opens.

Up arrow

+

• on the numeric keypad

Up arrow

-

• on the numeric keypad

.

/

. on the numeric keypad

/ on the numeric keypad

Right arrow

Shift +.

Shift + /

Shift + / on the numeric keypad

Left arrow

Switches to editing mode for the first input inside the currently focused cell. When you are already in editing mode, it saves the value and returns focus on the cell.

When you are focused on a link inside a cell, it redirects to the linked window.

When you are in editing mode, it discards any changes to the value and returns focus on the cell.

When you are focused on a link inside a cell, it returns focus on the cell.

Scrolls lists down by one page (number of visible rows) or to the bottom row.

Moves focus on the bottommost cell in the current table column.

Scrolls lists up by one page (number of visible rows) or to the top row.

Moves focus on the topmost cell in the current table column.