Preferences                  

To access Preferences from the menu bar of the main TeleTracker Online screen, click View, then Preferences.  The selections made in this section will result in individual Location default settings.  However, the majority of selections made in Preferences may be overridden at the source document.

Customers

Field Defaults

Terms Code:  This field identifies the Location’s default terms code used at the point of sale.  You may perform a lookup of the Location’s available terms codes by clicking on the magnifying button, located to the right of the field, and selecting the desired, default terms code.

Credit Limit:  This field identifies the Location’s default credit limit automatically assigned to each customer.  

Auto number codes:  This box determines whether or not the Location’s customer master files codes are automatically generated.  When this feature is activated, TeleTracker Online automatically assigns customer codes incrementally beginning with the number 1.  Otherwise, customer codes may be manually created alphanumerically.  In either case, TeleTracker Online will ensure the non-duplication of customer codes.  To create customer account codes as an automatic default, click within this box.  To suppress this feature as an automatic default, leave this box empty.  IT IS RECOMMENDED THAT THIS BOX REMAIN CHECKED!  

First/Last Names & E-Mail & Address Mandatory:  This box determines whether or not the population of the First/Last names, e-mail and/or address field is required in customer master files. To make this mandatory for all customer master files as an automatic default, click within these boxes.  To suppress this feature as an automatic default, leave this box empty.

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