In this menu you can set the customizable fields in Tustena CRM to your company needs.
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Tax
In the "Tax" field you can enter the tax percentage value to the products and a short description that will be shown in the products card and in the quote, the value will be used to calculate the quote taxes letting you assign different tax values to each product.
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Payment options
In the "Payment options" you can enter a short description of each type of payment currently accepted in the company in order to speed-up the quote filling process. You can also assign to each client a predefined "payment method" so when a quote is being made to an specific customer, the system will automatically set the right payment method assigned to that customer.
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Zones
Here you can define the zones (Countries, States, Regions etc..) your company works at. Users reps can be assigned into an specific zone in order to have a more organized structure and information.
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Logos
Upload your company logo to be used in your quotes and orders.
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Customer evaluation parameters
Define the parameters in which you will evaluate and rate your customers, so you and your team can have a "Snap shot" of each client at all times.
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Currency
Set your local currency and add more currencies in Tustena CRM.
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Lists
Customise the Drop Down Menus in Tustena. In this seccion you can decide which fields will appear in the dropdown menus inside Tustena. "Suggested" fields already present can be removed.
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Custom fields management
In here you can add fields to companies, contacts and leads to customize your forms.
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