Application Notes |
This section contains links to some of the shared features and components in the Stream V System. Please select the appropriate link for more information about each topic. Please note that you must have an active connection to the internet in order to access the referenced information. |
New Record Defaults |
Describes the options for automatically defaulting data into the new customer, contact, and other records that you can create in the CRM system. |
System Security Options |
Describes the menu, program and field level security options that are available in the System. |
Gencode Table Management |
This document describes the Generic Code Table (Gencode) and how it can be used to set up optional validation tables for various fields in the system. The Gencode Tables support several different validation methods and they allow you to define and control the information that is entered into specific fields in Master and Transaction data. |