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Version: 1.8.0

B2B CRM System Properties

Use the following properties to set up the processes related to B2B CRM entities.

To get a list of available system properties, navigate to System Properties → All Properties. To get a list of the B2B CRM application properties, navigate to CRM → Settings → CRM Property.

crm.user.schedule.default​

Specify the record ID from the Schedule table that is used to calculate the Due date when a task is automatically created for an opportunity on the Proposal quotation stage. This schedule is also used for the calculation of the working days and non-working days for the certificate expiration notifications if the Work schedule is not specified in the account of the employee that created or updated the certificate record.

Type: Integer

Default value: 157165229904988595

crm.template_board.content​

Specify the record ID from the Sales Direction Board (crm_selling_direction_board) table that is used as a template for content kanban boards.

Type: Integer

Default value: 168907408027803930

crm.template_board.opportunity​

Specify the record ID from the Sales Direction Board (crm_selling_direction_board) table that is used as a template for opportunity kanban boards.

Type: Integer

Default value: 168907410120636400

crm.sales_direction.default​

Specify the ID of the default sales direction. It is used if the current user does not belong to any group related to a sales direction.

Type: Integer

Default value: 168026545724337034

crm.allow.quick.closing​

To enable closing opportunities as won on any stage, set the value to true. If the value is set to false, the opportunities of the sales directions with the Allow quick closing checkbox cleared can only be closed as won starting with the Decision sales stage.

Type: Boolean

Default value: false

crm.currency.default​

Specify the Code of the default currency for the opportunities. Note that the value is case-sensitive and should be exactly the same as in the Currency dictionary. For example, USD or RUB.

Type: String

Default value: -

crm.marketing_list.max_records​

Specify the maximum number of records to be added to a marketing list at a time from the Lead, Customer Company or Customer Contact list interface. If a user selects a larger number of records, they will be added in several iterations. The user will not have to make additional actions, the property simply allows to avoid the creation of large requests that might degrade the system performance.

Type: Integer

Default value: 100

crm.employee.reassignment_config.default​

Specify a default configuration to be used in the reassignment widget for users working with the widget for the first time, or those whose CRM User Preference (crm_user_preference) record was deleted.

The configuration consists of:

  • The tables in which you need to reassign records to a new responsible. If some of the specified tables are extendable, the reassignment will not be performed for their child tables' records.
  • The columns in which you need to replace the current responsible employee with a new one. These could only be columns of the Reference or List types referencing the Employee (employee) or User (user) table. For the Customer Company (crm_customer_company) table, you will only be able to specify the Responsibilities field.
  • The Conditions narrowing the record selection in a table.

Type: Object

Default value:

{
    "config":
    [
        {"table_id":"166480057310718930","column_ids":"166480139717903619","condition":"(active=1)"},
        {"table_id":"166480589916282031","column_ids":"166480608814557061,169511184326371899","condition":"(active=1^open=1^state=open)"},
        {"table_id":"166486672612610321","column_ids":"167638173623472754","condition":"(active=1)"},
        {"table_id":"171283730813885983","column_ids":"171283928816991308","condition":"(stateINnew@assigned)"},
        {"table_id":"166488224514287795","column_ids":"168906449820002214","condition":"(active=1)"},
        {"table_id":"171405044612885436","column_ids":"171405499511032472","condition":"(stateINdraft@valid)"},
        {"table_id":"171152557117726420","column_ids":"171152899217158035","condition":""},
        {"table_id":"171152919210898540","column_ids":"171152971313965494","condition":""},
        {"table_id":"166488866313075592","column_ids":"166488946018259767","condition":"(stateINopen@in_progress)"},
        {"table_id":"166479899318257404","column_ids":"166479989517534125,166479986113452403","condition":"(stateNOT INcompleted@canceled)"},
        {"table_id":"167351419127758241","column_ids":"163526165410869064","condition":"(ci_status=0)"},
        {"table_id":"155931135900000025","column_ids":"156965838217891588","condition":"(active=1)"}
    ]
}

Default value as a table:

TableResponsible fieldsCondition
Lead (crm_leads)OwnerActive is Yes
Opportunity (crm_opportunity)Responsible, Pre-sale

Active is Yes

AND

Open is Yes

AND

Status is Open

Customer Company (crm_customer_company)ResponsibilitiesActive is Yes
Partnership Application (crm_partnership_application)ResponsibleState is one of New, Assigned
Partner (crm_partner)ResponsibleActive is Yes
Partnership Agreement (crm_partnership_agreement)ResponsibleState is one of Draft, Valid
Partnership Program (crm_partnership_program)Responsible
-
Partner Level (crm_partner_level)Responsible
-
Action (crm_action)ResponsibleState is one of Open, In progress
Marketing Campaign (crm_marketing_campaign)Responsible, OwnerState is not one of Completed, Canceled
Product (crm_product)OwnerState is Active
Group (sys_group)ResponsibleActive is Yes

crm.ain.ai_enable​

Set the value to true to display UI actions for automatic generation of data using AI for the configuration of the B2B CRM-Ainergy integration.

Type: true/false

Default value: false

crm.record_processing.ttl​

Specify the maximum time in seconds to expect a response from Ainergy when the integration is used. When this period is exceeded, the process is completed with an error. You will be able to see the error text in AI Message (ain_ai_message) table of the Ainergy application.

Type: String

Default value: 300

crm.record_processing.polling_timeout​

Specify a period between requests to the event expecting the completion of the record processing when the B2B CRM-Ainergy integration is used. The value is set in seconds.

Type: String

Default value: 2