Module Configuration - Accounts

Deskera CRM provides the user with different modules like leads, accounts, opportunities, activities etc. The settings and configuration for these modules can be defined in Module Configuration under Master Configuration. This article focuses on the settings and configurations for Accounts module.

Prerequisites:

1. Ensure you have your Deskera CRM application URL in place.

2. Ensure you are the administrator/ assigned user of the CRM application.

3. Ensure a good internet connectivity.

Step 1: Go to Master Configuration under Administration on the CRM dashboardFig.5.10.1.4.1 CRM Dashboard

Step 2: Go to Accounts under the Module Configuration Tab.Fig.5.10.1.4.2 Module Configuration

1. Configure Sequence FormatFig.5.10.1.4.3 Module Configuration

Fig.5.10.1.4.4 Add New Record - Account

2. Daily Auto-Sync Details from CRM to ERPFig.5.10.1.4.5 Module Configuration

3. Map Fields for Accounts SyncFig.5.10.1.4.6 Module Configuration

Fig.5.10.1.4.7 Map Headers

4. Sync Account Details between ERP and CRM based on Account CodeFig.5.10.1.4.8 Module Configuration

5. Setup Criteria for Key AccountsFig.5.10.1.4.9 Module Configuration

6. Set Default Owners for AccountsFig.5.10.1.4.10 Module Configuration

Fig.5.10.1.4.11 Accounts List

7. Map Billing Address details with Account’s AddressFig.5.10.1.4.12 Module Configuration

Fig.5.10.1.4.13 Accounts List