Reference: Partners module
These settings apply to only the partners modules. For global settings, see Global settings.
General settings
- Whether one or more manager can add, edit, and update records
- Whether the a record is automatically assigned to the person creating it
- Whether records uploaded through the web dashboard are automatically assigned to people
- Whether reassigning a record is possible
Module appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Name | Yes | nil | Yes | - |
| Code | Yes | automatically generated lowercase value of name | No | - |
Phone app appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Plus button menu option | No | Name | Yes | - |
| Hello card name | Yes | Name | Yes | - |
| List view | No | nil | Yes, up to 3 | The fields must exist. If they don't, create them at Global Settings > Field management |
Web app appearance
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Type | Yes | achievement, cover, productivity, list | No | - |
| Name | Yes | Achievement, Cover, Productivity, <module_name> List |
Yes | - |
| Code | Yes | achievement, cover, productivity, list | No | - |
| Enable or disable | No | - | Yes | - |
| Display order | No | - | Yes | - |
| Roles | No | nil | Yes | The roles must exist. If they don't, create them at Global Settings > Role. |
Locale settings
The values in these fields aren't validated against each other. So, for example, currency can be Indian Rupee (₹) and the currency ISO can be Iraqi Dinar (IQD).
Also, the locale settings at the global level are overridden by these module-level settings.
| Option | Mandatory | Default values | Configurable | Dependencies |
|---|---|---|---|---|
| Locale | No | English (India) | Yes | - |
| Country | No | India | Yes | - |
| Timezone | Yes | Asia/Kolkata (GMT+5:30) | Yes | - |
| Currency | Yes | Indian Rupee (₹) | Yes | - |
| Currency ISO | Yes | Indian Rupee (INR) | Yes | - |
| Quantity | Yes | KLC | Yes. Must be either KLC (thousand, lac, crore) or KMB (thousand, million, billion) | - |
| Country calling code | Yes | 91 | Yes | - |
Task settings
| Option | Mandatory | Possible values | Configurable | Dependencies |
|---|---|---|---|---|
| Enable or disable | No | Enabled | - | - |
| Roles | No | - | Yes | The roles must exist. If they don't, create them at Global Settings > Role. |
| Type | Yes | web conference, line chat disposition, line chat, email, o365 calendar, zoom, reminder, meeting, outgoing call, incoming call, business planning, business review, product training, servicing, partner visit | Yes | - |
| Actions | No | Schedule, log, follow up, engagement, recurring, revisit participant selection on activity completion, allow autoclosure based on deadline | Yes | - |
| Assignees | No | Self, manager, peers, direct reports, subordinates, super managers | - | The reporting structure must exist. |
| Participants | No | Self, manager, peers, direct reports, subordinates, super managers | - | The reporting structure must exist. |
| Fields | No | - | Yes | The fields must exist. If they don't, create them at Global Settings > Field management |
Activities for the module must be enabled at Module Settings > Task Enablement.
Call handling
Prerequisite: The fields to use must exist. If they don't, create them at Global Settings > Field management.
Search settings
Prerequisite: The fields to use must exist. If they don't, create them at Global Settings > Field management. The following filters are available: Name, phone numbers, email IDs, and addresses.
States configuration
Partner modules have only one state.
Workflow configuration
Partner modules don't have workflows.