If you intend to use attachments in your interaction templates, you must specify how and where you want these attachments stored. Attachments can be all types of documents such as Microsoft Word documents (for example, your letters), Microsoft Excel documents, Microsoft PowerPoint presentations, and so on.

You can decide to store your attachments within Microsoft Dynamics NAV, or on a disk file. In order to facilitate access to attachments, it is recommended that you store the attachments within Microsoft Dynamics NAV. However, if you decide to store them on a disk file, ensure that all users of marketing have access to the location.

Note
The ability to specify attachment storage type or location is not available for this release.

For more information, see Working with Microsoft Word Documents.

Some information about contact companies is identical to the information about the contact persons working within these companies, for example, the address details. The program can automatically copy these fields from the contact company card to the contact person card each time you create a contact person for a recorded contact company. You can have the program automatically copy the salesperson code, territory code, country/region code, and language code, as well as address details (address, address 2, city, post code, and county) and communication details (fax number, telex answer back, and phone number). When you modify one of these fields on the contact company card, the program will automatically modify the field on the contact person card (unless you have manually modified the field on the contact person card).

For more information, see How to: Create Contact Persons.

You can decide that the program automatically assigns a specific language code, territory code, salesperson code, and country/region code as defaults to each new contact you create. You can also enter a default sales cycle code that the program automatically assigns to each new opportunity you create.

Note
The inheritance of fields overwrites the default values you have set up. For example, if you have set up English as the default language, but the contact company's language is German, the program will automatically assign German as the language code for the contact persons recorded for that company.

You can also setup a default salutation that the program automatically assigns to your contacts. You can use these salutations in your interaction template attachments (for example, Microsoft Word documents). When setting up a default salutation, you can enter a salutation text and a salutation format. For example, if the salutation text is Dear, and the salutation format is Salutation Text + Title + Name, the program will automatically enter Dear Mr. John Smith as a salutation for a contact called John Smith.

The program can automatically record sales and purchase documents as interactions (for example, orders, invoices, receipts, and so on), as well as e-mails, phone calls and cover sheets. To work with attachments to interaction templates and interactions in Microsoft Word, you must specify the mergefield language ID, that is, the language ID of the Windows language you want to use for naming the mergefields shown when editing an attachment in Microsoft Word.

In order to synchronize the contact card with the customer card, the vendor card and the bank account card, you must select a business relation code for customers, vendors, and bank accounts. For example, you can only link a contact with an existing customer if you have selected a business relation code for customers in the Marketing Setup window.

See Synchronizing Contacts with Customers, Vendors and Bank Accounts for more information.

You can set up a number series for contacts, campaigns, to-dos, segments and opportunities. If you have set up a number series for contacts, when you create a contact, and press Enter in the No. field on the contact card, the program automatically enters the next available contact number.

You can choose to have the program automatically search for duplicates each time you create a contact company, or you can choose to search manually after you have created contacts. You can also choose to have the program update the search strings automatically each time you modify contact information or create a contact. You can decide the search hit percentage, that is, the percentage of identical strings two contacts must have for the program to consider them as duplicates.

You can exchange email messages with your contacts, customers, vendors, and so on. You can send and receive your email messages either from Microsoft Dynamics NAV or from Outlook. Before you can exchange messages this way and have the system store and queue them, you have to set up some parameters, such as time interval at which the program will check whether any emails are waiting to be processed, email logging profile name, and so on.

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Concepts