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AccountManager Configuration Profile
The Configuration Profile holds all of the system configuration information for the AccountManager. This profile allows you to manage the pop-up lists, default values, security setting and more. To open the Configuration Profile you must be an AccountManager administrator with the “SysAdmin” role.
Note: Use caution when making changes to these settings. Changes made in this profile impact the entire system. If you have any questions please call technical support before making the change.
To make modification to the system documents, navigate to the “System / Configuration Profile” view and Click on the Edit button to modify and click “Save” to save your changes.
Configuration Profile Field Descriptions
(Note: Please note that to modify the System Tab you will need to have designer access and the SysAdmin role in the AccountManager ACL)
[Configuration Profile Screenshot]
Action Buttons:
(Note: The drop down choices on your Action Buttons may vary depending upon your company’s configuration. See your AccountManager administrator with any questions.)
| Button Name | Usage |
| Save |
Saves the Configuration Profile with changes. Please note that Outlines and Views may be regenerated based on the changes made. |
| Close |
Closes the configuration profile document if details have been saved. |
| Refresh Outline |
Replaces the outline and updates only the views that are required to be rebuilt. Only use when directed by Technical Support. |
| Open Date Profile |
Opens a profile document which has configuration option for the AccountManager directory synchronization and Email Notifications. |
System/Main Tab
| Field Name | Description |
| System Type |
Option to configure business type. (Representative or Principal). |
| Hosted by Empowering Systems |
Checked if Domino service is provided by Empowering Systems AccountManager Hosting service. |
| Enable Part Number Lookup |
Enables Part Number Database which would enables users to pick Part Numbers from a pick list while creating a Bizdoc. |
| Import Style |
Single Principal: import documents one Principal at a time. Multi Principal: import documents for multiple Principal (used primarily for initial set up or data conversion). |
| Direct Match Exact Account Names |
When checked the aliasing steps will automatically assign the import to a matching account name. The name of the import account must match the account name exactly (not case sensitive). An alias is not created. |
| Enable Owner |
Enables Owner field/views in Bizdocs. |
| Enable Account Numbers |
Enable Account Numbers functionality in Accounts. Used when a Principal provides an Account Number for an end account. |
| Enable Outlook Email |
Enables Outlook as default email client. Requires Microsoft Outlook 2010 or later. |
| Enable Debugging |
Enables debugging functionality. Errors in the code (if any) will be displayed in the form of messages. Only use when directed by Technical Support. |
| Enable Notification |
Turns on/off Email Notifications, if turned on can be further configured in User Profiles. |
| Enable Branches |
Enables Branch and Branch level security. See Setting\Branches to enter Branches. |
| Branches Apply to |
Only displayed if both End Customer and Distributor Account Types are secure allowing you to choose which one to apply branch security. |
| Enable Central Contact Sync as Option on User Profile |
Turns on the ability for a user synchronize contact via a central server based agent. The Contact Server Sync agent must be enabled in the Agent Control. |
| Enable Central Contact Sync as Sync Service |
Master on/off for central contact sync. If on, all users configured for central sync will synchronize contacts. If off, no user will synchronize. |
| Display Principal AM in views |
Option to configure if Principal Account Manager is displayed in “By Account Manager” bizdocs views. |
| Display Location in Views |
Option to configure if Location is displayed in bizdocs views. |
| Display Account Fields in Contact web views |
Option to configure if Account Fields (Account Category, Account Status, Marketing Group, Industry, Territory) are displayed in Contact web views. |
| Reader Graphic |
Option to select Header Graphic. |
| Enable Notification to Principal Account Manager |
Option to Select if Email notification should sent to Principal Account Manager. |
System/Company Tab
| Field Name | Description |
| Company | Your Company name, this and fields below are used as default for User Profiles. |
| Division | Your Company division (if applicable). |
| Location |
Your Company location (if applicable. See additional Help topics on “Locations” for further information on the Locations field and feature). |
| Phone |
Your Company main telephone number. |
| Fax |
Your Company main fax number |
|
Your Company general/information email address |
|
| Website |
Your Company web site address. |
| Address |
Your Company postal address. Two fields provided to accommodate Address1 (i.e. street address) and Address2 (i.e. building or suite #). |
| City |
Your Company city. |
| State/Province |
Your Company state or province (can be configured as a clickable hyperlink by your administrator, to allow for selection from a list). |
| Zip/Postal Code |
Your Company zip code or postal code. |
| Country |
Your Company’s country. |
System/Design Tab
|
Field Name |
Description |
|
Account Settings |
|
|
Additional Tab Subform |
Option to add a custom tab in an Account Form. |
|
Enable By Marketing Group view |
Option to display Accounts By Marketing Group view. Field display is controlled in Account section. |
|
Enable By Parent Company view |
Option to display Account By Parent Company view. Field display is controlled in Account section. |
|
Contact Settings |
|
|
View Style |
Option to select styles for Contact Views. Style 1: Activity documents are displayed with the follow up date if status is Open, or the Date Sent if sent or the Date Created if not sent. Style 2: Activity documents are displayed with two dates. The follow up date if status is Open under Last Name column. The Date Sent if sent or Date Created if not sent under First Name column. |
|
Additional Tab Subform |
Option to add a custom tab in a Contact Form. |
|
Letter Settings |
|
|
Additional Letter Subform |
Option to select custom Letter Body Styles. |
|
Fax Letter Settings |
|
|
Alternate Fax Letter Subform |
Option to select custom Fax Letter subform. |
|
Alternate Fax Letter head Graphic Subform |
Option to add Graphics for Fax Letter header. |
|
Activity Settings |
|
|
Additional subform |
Option to add a custom tab in Activities. |
|
Opportunity Settings |
|
|
Program Opportunity |
Enables Program Opportunity form, views and reports. Programs are used for ongoing sale projects (OEM). |
|
Project Opportunity |
Enables Project Opportunity form, views and reports. Projects are used for one time sales projects (Commercial Construction). |
|
Forecast |
Enables Forecast fields/views on Program Opportunity Line Item. |
|
Manage Won/Lost (Projects) |
Part Number Level or Opportunity Level. Win or loose at Line Item or at Opportunity Level. |
|
Locations Tab |
Enables Location tab in Opportunity. Used for multiple locations in a Program Opportunity. |
|
Alternate Form |
Option to define a custom form for Opportunity. |
|
Alternate Line Item Form |
Option to define a custom form for Opportunity Line Item. |
|
Additional subform (on Program Tab) |
Name of custom subform/custom control to use on the program tab of Program Opportunity. It will look for a custom control of the same name but prepend “cc” in place of “sub” prefix of subform if it exists. |
|
Additional subform (on Project Tab) |
Name of custom subform/custom control to use on the project tab of Project Opportunity. It will look for a custom control of the same name but prepend “cc” in place of “sub” prefix of subform if it exists. |
|
Additional Tab subform |
Name of custom subform/custom control to use on as an additional tab on Opportunity. It will look for a custom control of the same name but prepend “cc” in place of “sub” prefix of subform if it exists. |
|
Tab Label |
Label for Additional Tab. |
|
Sample Settings |
|
|
Program Sample |
Enables Program Sample. |
|
Project Sample |
Enables Project Sample. |
|
Alternate Form |
Option to define a custom form for Sample. |
|
Alternate Line Item Form |
Option to define a custom form for Sample Line Item. |
|
Additional subform (on Program Tab) |
Option to define a custom tab within program tab of Program Sample. |
|
Additional subform (on Project Tab) |
Option to define a custom tab within program tab of Project Sample. |
|
Additional Tab subform |
Option to define an additional custom tab in the Sample form. |
|
Tab Label |
Label for Additional Tab. |
|
Quotation Settings |
|
|
Program Quote |
Enables Program Quote. |
|
Project Quote |
Enables Project Quote. |
|
Alternate Form |
Option to define a custom form for Quote. |
|
Alternate Direct Line Item Subform |
Option to define a custom form for Direct Line Item. |
|
Additional Direct Line Item Subform |
Option to define an additional custom form on Direct Line Item. |
|
Alternate Distribution Line Item Subform |
Option to define a custom form for Distribution Line Item. |
|
Additional Distribution Line Item Subform |
Option to define an additional custom form on Distribution Line Item. |
|
Additional subform (on Program Tab) |
Option to define a custom tab within program tab of Program Quote. |
|
Additional subform (on Project Tab) |
Option to define a custom tab within program tab of Project Quote. |
|
Additional Tab subform |
Option to define an additional custom tab in the Quote form. |
|
Tab Label |
Label for Additional Tab. |
|
Quick Quote Settings |
|
|
Program Quick Quote |
Enables Program Quick Quote. |
|
Project Quick Quote |
Enables Project Quick Quote. |
|
Additional subform |
Option to define an additional custom tab in the Quick Quote form. |
|
RFQ Settings |
|
|
Program RFQ |
Enables Program RFQ. |
|
Project RFQ |
Enables Project RFQ. |
|
Alternate Form |
Option to define a custom form for RFQ. |
|
Additional subform (on Program Tab) |
Option to define a custom tab within program tab of Program RFQ. |
|
Additional subform (on Project Tab) |
Option to define a custom tab within program tab of Project RFQ. |
|
Additional Tab subform |
Option to define an additional custom tab in the RFQ form. |
|
Tab Label |
Label for Additional Tab. |
|
Registration Settings |
|
|
Registration |
Enables Registration. |
|
Alternate Form |
Option to define a custom form for Registration. |
|
Alternate Print Preview |
Option to define a custom Print Preview form. |
|
Additional subform (on Program Tab) |
Option to define an additional custom tab in the Registration. |
|
Additional Tab subform |
Option to define an additional custom tab in the Registration form. |
|
Tab Label |
Label for Additional Tab. |
|
Design Win Settings |
|
|
Design Win |
Enables Design Win. |
|
Alternate Form |
Option to define a custom form for Design Win. |
|
Forecast |
Enables Design Win Forecast. |
|
Splits Tab |
Enables Design Win Splits. |
|
Locations Tab |
Enables Location tab in Design Win. |
|
Forecast Settings |
|
|
Forecast |
Enables Forecast. |
|
Alternate Form |
Option to define a custom form for Forecast. |
|
Config Profile Settings |
|
|
Additional subform |
Option to define a custom form for Configuration Profile. |
|
Web Access |
|
|
View Name |
Option to define custom view for web access. |
System/Account Types Tab
|
Field Name |
Description |
|
Account Types |
Option to configure security on account types and to enable additional account types. Use caution changing this as it will effect the entire system. Open – Accessible to all users. Secure – Accessible by Account Manager and Admin Support role. Access is restricted to Branch Managers if using branches (option on Main tab which displayed when one of the Account Types is made secure) Contact Technical Support for more information. |
|
Additional Account 1 Label |
Name for Additional Account 1. (Direct type of Account only, at this time) |
|
Additional Account 2 Label |
Name for Additional Account 2. (Direct type of Account only, at this time) |
System/Label Printers Tab
|
Field Name |
Description |
|
Dymo Printer Installed |
Enables use of Dymo Printer. |
|
CoStar Printer Installed |
Enables use of CoStar Printer. |
|
Label Template |
Location of shipping labels template. |
Account Tab
|
Field Name |
Description |
|
Default Account Type |
Option to configure the default Account Type when entering a new Account. |
|
Account Status List |
Option to configure Account Status List. |
|
Default Account Status |
Option to configure default Account Status when entering a new Account. |
|
Default “Enabled for Sales Analysis” |
Option to configure if “Enabled for Sales Analysis” is to checked by default when entering a new Account. |
|
Industry List |
Option to configure Industry List. |
|
Category List |
Option to configure Category List. |
|
Territory List |
Option to configure Territory List. |
|
State/Province List |
Option to configure State/Province List. |
|
Country List |
Option to configure Country List. |
|
Marketing Group |
Option to configure Marketing Group List. View is enabled/disabled on System/Design Tab. |
|
Field Settings |
Option to configure if specified fields are displayed and/or required. |
Contact Tab
|
Field Name |
Description |
|
Contact Status |
Option to configure Contact Status List. |
|
Default Contact Status |
Option to configure default Contact Status when entering a new Contact. |
|
Contact Types |
Option to configure Contact Types List. |
|
Contact Category List |
Option to configure Contact Category List. |
|
Product Interest List |
Option to configure Product Interest List. |
Activities/Action Item Tab
|
Field Name |
Description |
|
Regarding |
Option to configure Regarding List. |
|
Default Include on Report |
Option to configure if “Include on Report” is checked by default when entering a new Action Item. |
Activities/Email Tab
|
Field Name |
Description |
|
Default Email Salutation |
Option to configure Default Email Salutation. |
|
Form Letter/Email Category |
Option to configure Form Letter/Email Category List. |
Activities/Letter Tab
|
Field Name |
Description |
|
Default Email Salutation |
Option to configure Default Email Salutation. |
|
Form Letter/Email Category |
Option to configure Form Letter/Email Category List. |
Activities/Note Tab
|
Field Name |
Description |
|
Regarding |
Option to configure Regarding List. |
Business Doc/General Tab
|
Field Name |
Description |
|
Common |
|
|
Default Quote Recipient |
Option to configure Default Quote Recipient when entering new business document with a Quote Recipient. |
|
Copy Line Item Notes with Copy Into’s |
Checked will always copy the content of Notes field on Line Items into the new Line Item. |
|
Update Sample/Quote Date with Copy Into’s |
Checked will always update the Sample or Quote Data when copying an Opportunity into a Sample or Quote. |
|
Enable Updates to Part Numbers |
Checked will update a part number document when updated in a Line Item. Requires “PN Lookup” database. |
|
Print Preview Settings |
|
|
Select Logo |
Option to select a Logo image which will be displayed in Print Preview’s. |
|
Alternate Logo File |
Path to a custom Logo file. |
|
Add Margins on print Preview |
Checked will always add a right and left margin on Print Preview. |
|
Always include Country on print Preview |
Checked will display the Country in Print Preview. |
|
Disable Line Shading on Quotes |
Checked will disable the line shading among Line items on Quote Print Preview. |
|
Email in Native Excel Format |
Checked will produce a Print Preview Excel file in the version of Excel installed, otherwise it will create it in a backwards compatible 2003 format. |
|
Include End Customer on CEM Direct Quote |
Checked will Include End Customer on Direct Quote when CEM is Quote Recipient. |
|
Display Email Address instead of Fax Number on Quote |
Checked will display the recipients email address in place of the fax number on Quote Print Preview. |
|
Hide Quote Footer |
Checked hides the footer reference to the local representative/customer service in a Principal configuration. |
Business Doc/Opportunity Tab
|
Field Name |
Description |
|
Opportunity Stage List |
Option to configure Opportunity Stage List. |
|
Program Status List |
Option to configure Program Status List. |
|
Confidence Factor List |
Option to configure Confidence Factor List. Use a pipe “|” to append a percentage when using string. (ie. Low|25%) |
|
Opportunity Type List |
Option to configure Opportunity Type List. |
|
Competitor List |
Option to configure Competitor List. |
|
Customer Contact 1 Title |
Label for Customer Contact 1. |
|
Customer Contact 2 Title |
Label for Customer Contact 2. |
|
Won/Lost Reasons |
Option to configure Won/Lost Reasons. If populated users much choose from this list. |
|
Enable Updates to Related Opportunities |
Checked will prompt the user to update related opportunities when the identified date, prototype date, production date, current reporting status are modified. Related Opportunities are displayed in Options/Related Opportunities and have matching End Customer, and Program names. |
|
Hide Approximate Value |
Hides the Approximate Value Field on Opportunities. Used if you want users to enter Line Items in order to have a value. |
|
Display Competitor Information on Line Items |
Display Competitor Fields on Line Items. |
|
Product Lines |
Option to configure Product Lines. Only used in certain configurations. |
|
Part Classes |
Option to configure Part Classes. Only used in certain configurations. |
|
Needs Attention |
Used to configure what open opportunities are displayed in the Needs Attention views. |
|
Last Modified |
Yes/No – used to turn on/off Last Modified filter and a value filter. Modified Date is set every time a user clicks on Save. |
|
Follow Up Date |
Yes/No – used to turn on/off Follow Up Date filter and a value filter. Follow Up Date is set on the Follow Up Tab. |
|
Production/PO Date |
Yes/No – used to turn on/off Production Date or PO Date filter (based on configuration) and a value filter. |
|
Current Status Date |
Yes/No – used to turn on/off Current Status Date filter and a value filter. Current Status Date is set very time a user clicks on the Current Status Link. |
Business Doc/Sample Tab
|
Field Name |
Description |
|
Ship Via |
Option to configure Ship Via List. |
|
Sample Status List |
Option to configure Sample Status List. |
|
Default Sample Status |
Option to configure Default Sample Status when entering a new Sample. |
|
Line Item Sample Status List |
Option to configure Line Item Sample Status List. |
|
Alternate Print Preview |
Option to select Print Preview Styles. |
Business Doc/Quote Tab
|
Field Name |
Description |
|
Quote Status List |
Option to configure Quote Status List. |
|
Default Quote Status |
Option to configure Default Quote Status when entering a new Quote. |
|
Default Quote Expiation Days |
Option to configure Default Quote Expiation Days. |
|
Pricing Method |
Option to configure Pricing Method (Multiplier based or Column based pricing on Project Business Documents). |
|
Alternate Direct Print Preview |
Option to configure Direct Print Preview Styles. |
|
Alternate Distribution Print Preview |
Option to configure Distribution Print Preview Styles. |
|
Additional Fields to Set when selecting a Part Number |
The fields listed here will be set when selecting or tabbing out of the Mfr or Customer Part Number field. The fields can be existing fields or customer fields. To use the same source and destination field name simply list them. To use different names use a ~ in the format “source~destination”. The example below sets the Weight field in the LI from the Weight field in the PN. It pulls the PNSpecialField from the Part Number into LISpecialField in the Line Item. [Weight; PNSpecialField~LISpecialField] |
|
Enable Quote Import |
Turns on the ability to import direct and distribution quotes. |
Business Doc/RFQ Tab
|
Field Name |
Description |
|
RFQ Status List |
Option to configure RFQ Status List. |
|
RFQ PN Status List |
Option to configure RFQ Line Item level Status List. |
|
RFQ Type List |
Option to configure RFQ Type List. |
|
Default RFQ Status |
Option to configure Default RFQ Status when entering a new RFQ. |
|
Alternate Print Preview |
Option to select Print Preview Styles. |
Business Doc/Design Win Tab
|
Field Name |
Description |
|
Location Types |
Option to configure Location Type List. |
|
Design Win Types |
Option to configure Design Win Type List. |
|
Design Win Status List |
Option to configure Design Win Status List. |
|
Default Design Win Status |
Option to configure Default Design Win Status when entering a new Design Win. |
|
Alternate Print Preview |
Option to select Print Preview Styles. |
Business Doc/Forecast Tab
|
Field Name |
Description |
|
Common Options |
|
|
Forecast Period |
Monthly (12 periods/year) or Quarterly (4 periods/year). |
|
Enable Key Account/ROW |
Enabling will cause only Key Account to be displayed by name in views allowing non key accounts to roll up to ROW. Used when only forecasting key accounts, also carries into SalesAnalysis. |
|
Forecast Form Options |
|
|
Type |
What type of Forecast (Booking, Billing or Commission) which can then be compared to SalesAnalysis. |
|
Entry Method |
Choose Option 1 to enter forecast amount directly, Option 2 to enter a quantity and price and compute forecast amount. Commission can only be Option 1. |
|
Categories |
Option to configure Category List. |
|
Enforce SA Enabled Account use only |
Yes will require the account is enabled in SA in order to be forecasted, so it can be compared to actual. |
|
Display Part Number section |
Yes will display Mfr Part Number, Customer Part Number and Product Line on Forecast Form and in views. Do not enable it if not required. |
|
Number of Account tabs to display in editable views (Option 1) |
Choose how many account tabs to display in editable views, pick no more than required. |
|
Display End Customer Account Manager in editable views (Option 1) |
Yes will display End Customer Account Manager in first column, used when open security so account managers can identify their accounts. |
|
Display Mfr Part Number in editable views (Option 1) |
Yes will display Part Number column in editable views. Use only if required. |
|
Display Product Lines in editable views (Option 1) |
Yes will display Product Line column in editable views. Use only if required. |
|
Display Customer Partner in editable views (Option 1) |
Yes will display Customer Part Number column in editable views. Use only if required. |
|
Number of Data Columns in editable views (Option 1) |
Choose 6 or 12 columns of Forecast data in editable columns. |
|
Opp & Des Win Forecast Options |
|
|
Type |
What type of Forecast (Booking, Billing or Commission) if using SalesAnalysis can be compared to its type. |
|
Entry Method |
Choose Option 1 to enter forecast amount directly, Option 2 to enter a quantity and price and compute forecast amount. Commission can only be Option 1. |
|
Number of Account Tabs to display in views |
Choose how many account tabs to display in editable views, pick no more than required. |
|
Number of Data Columns in views |
Choose 6 or 12 columns of Forecast data in editable columns. |
LeadManager Tab
|
Field Name |
Description |
|
Lead Status List |
Option to configure Lead Status List. |
|
Default Lead Status |
Option to configure Default Lead Status when entering a new Lead. |
|
Lead Type List |
Option to configure Lead Type List. |
|
Lead Source List |
Option to configure Lead Source List. |
|
Campaign List |
Option to configure Campaign List. |
|
Fulfillment List |
Option to configure Fulfillment List. |
SalesAnalysis Tab
|
Field Name |
Description |
|
SalesAnalysis Installed |
Enables SalesAnalysis. |
|
SA Major Version |
SalesAnalysis Database Version Number. |
|
SalesAnalysis Replica ID |
SalesAnalysis Database Replica ID. |
|
Archive Database Replica ID |
SalesAnalysis Archive Database Replica ID. |
|
Disable SA Web/Mobile |
Disables all users access to the web and mobile interface to SalesAnalysis |
PartnerAccess Tab
|
Field Name |
Description |
|
Partner Access Installed |
Enables Partner Access. |
|
Company Short Name |
Option to define Company Short Name used in Partner Access synchronization. |
|
Default Share w/ PartnerAccess |
Default value to Share or not Share in newly created BizDocs with PartnerAccess. |
|
Manage my own Accounts/Contacts |
Allow changing the accounts and contacts on shared bizdocs with out being overwritten by your partner. Updates to these accounts and contacts will not be synchronized in either direction. |
|
Restrict Opportunity Modifications |
Option to configure if a Partners Opportunity can be modified in this database. |
|
Allow These Rep Firms to Edit opps |
Option to configure if only certain Rep firms can edit an Opportunity. Used for internal use by PartnerAccess enabled Principal. |
|
Partner Access URL |
To define the Partner Access URL. |
Agent Tab details
|
Field Name |
Description |
|
System Maintenance |
|
|
Email Logs To |
Email address to send notification of errors in system logs. |
|
AM Directory Sync |
|
|
Update AMNames ACL |
Option to automatically update AccountManager Names Access control list. |
|
Disable Personal Contacts Sync |
Option to prevent if Personal Contact are synchronized into the AM Directory. |
User Tab details
|
Field Name |
Description |
|
Rep Types |
Option to configure the Representative Types. Used to describe the type of User. |
|
User Profile default Number of Follow up Days |
Option to configure default Number of Follow up Days when entering a new User Profile. |
|
Display “Two Way Sync” Option on User Profiles |
Checked will display option to enable “Two Way Sync” in User Profile. Recommended to disable until all users are fully functioning. |
AMMobile Tab details
|
Field Name |
Description |
|
Default Document Type |
Option to configure the default type of document first displayed in AMMobile. |
|
Mobile Device Tabs |
The tabs in order as displayed on AMMobile UI. |