Available options under CRM Lists includes settings  used for Customer Relationship Management portion of DLCPM..

 

Navigation: File > Global Settings or simply click CTRL + F12  

Global Settings

 

CRM Options:

➢Calls

•Descriptions

•Types

•Status

•Priorities

•Call Directions

➢Campaigns

•Types

•Status

•Categories

•Response Methods

➢Constant Contact

➢Complaints

•Type

•Dispositions

•Status

•Error Code Tiers

•DHR Review

➢Customers

•Affiliations        

•Specialties    

•Dental Groups  

•Types      

•Territories      

•States                                            

•Classes

•Sales People

•Sources

•Source Names

•Delivery Zones

•Countries

•Statement Classes

•Payment Terms

•Payment Methods

•Contact Method

•E-mail Subject

•Address Types

➢Education and Events

•Courses

•Methods

•Types

➢Profiles

•Profiles

•Questions

•Answers

➢Shipping

•Carriers

•Carrier Service Types

•Carrier Package Types

•Fulfillment Items

•Routes

•Route Drivers