System settings - CRM / Activities

Default activity type for emails (Outlook add-in)

Here, you can define the type that is assigned to activities that are automatically created from Outlook.

PropertyName: ActivitytypeEmail. ObjectProperty.

Default activity type for Office reports

Here you can define the type of activities that are automatically created from Word.

PropertyName: ActivitytypeDocument. ObjectProperty.

Default value for "Save on send" (Outlook App)

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Ensure project linking of documents via add-ins

This system setting can be used to define whether the user, when saving documents, must select at least one project via Vertec Explorer add-in.

If this setting is set to Yes, an error message appears if a document is to be saved to Vertec and no project has been selected.

PropertyName: DocLinkToProject. BooleanProperty.

Extended project search (Outlook App, Phone App)

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Handling of Vertec links (Outlook App Web)

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Ignore history prior to the last x days (Outlook App, Phone App)

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Number of days preview in tasks

To prevent the activity list from becoming too long, you can specify how many days in advance you want activities to be shown. This is a default value. When viewing the activities, the time span can be extended.

PropertyName: OutlookAppLoadHistoryWithSqlForXDays. IntegerProperty. Default: 30.

Outlook App Web Edition Client Secret

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Outlook App Web Edition ID URI

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Outlook App Web Edition Tenant ID

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Phase assignment in Outlook App

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Save absolute path on activities

Only relevant if System settings > General > Document storage has been set to Filesystem or DMS.

• Yes: document paths are fully saved on activities. This ensures that, even after changing the project of an activity, the path of an attached document remains valid. In a document extension such as Sharepoint, for example, the document is not found via the document repository, but via the metadata or via Vertec. However, it is important that the reference always refers to the actual document, even if, for example, an activity is moved.
  This means that document paths are no longer dynamic. If the document storage itself is moved, the paths may need to be adjusted manually.

• No: If the system setting is set to No, the document path on the activity is dynamically saved. In this case, the path is composed of the base path and the document name.

PropertyName: DocStoreAbsolutePath. BooleanProperty. Default: No.

Show managed addresses in Phone App

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.

Show Vertec dialog when sending emails (Outlook)

• Yes: Prompts the dialog for linking the mail to Vertec to automatically appear when the Send button is clicked.
• No: If no, you must call up the dialog manually via the Vertec button.

PropertyName: HandleSendEmail. BooleanProperty. User-specific. Default: False.

Subfolders for email documents

This system setting allows you to define a relative path or folder to save linked emails. This information is later attached to the document path of the object in question.

For example, if the doc path is C:\Programs\Vertec\Documents\Projects\Cominstall and you have specified email in this system setting, a linked email automatically ends up in the folder C:\Programs\Vertec\Documents\Projects\Cominstall\Email.

PropertyName: EmailFolder. StringProperty.

Use opportunities in Outlook App

As of Vertec 6.8.0.12, this system setting is located in the Vertec Apps section.