Page 5094 "Marketing Setup"

Base Application · Microsoft.CRM.Setup · BC23-30 · source at ea08af5e · facts from BC29

Properties

Property	Value
Caption	Marketing Setup
SourceTable	Marketing Setup
PageType	Card
UsageCategory	Administration
ApplicationArea	Basic, Suite, RelationshipMgmt

Fields on this page

Layout controls in source order, grouped by the container they sit in. Shows: the table field a control is bound to (or its expression as written); ToolTip: the control’s own, else the bound field’s (marked).

Group	Control	Shows	ToolTip
General	Attachment Storage Type	Attachment Storage Type	Specifies how you want to store attachments. The following options exist: from the table field
	Attachment Storage Location	Attachment Storage Location	Specifies the drive and path to the location where you want attachments stored if you selected Disk File in the Attachment Storage Type field. from the table field
Inherit	Salesperson Code	Inherit Salesperson Code	Specifies that you want to copy the salesperson code from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
	Territory Code	Inherit Territory Code	Specifies that you want to copy the territory code from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
	Country/Region Code	Inherit Country/Region Code	Specifies that you want to copy the country/region code from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
	Language Code	Inherit Language Code	Specifies that you want to copy the language code from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
	Address Details	Inherit Address Details	Specifies that you want to copy the address details from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
	Communication Details	Inherit Communication Details	Specifies that you want to copy the communication details, such as telex and fax numbers, from the contact card of a company to the contact card for the individual contact person or people working for that company. from the table field
Default	Salesperson Code	Default Salesperson Code	Specifies the salesperson code to assign automatically to contacts when they are created. from the table field
	Territory Code	Default Territory Code	Specifies the territory code to automatically assign to contacts when they are created. from the table field
	Country/Region Code	Default Country/Region Code	Specifies the country/region code to assign automatically to contacts when they are created. from the table field
	Language Code	Default Language Code	Specifies the language code to assign automatically to contacts when they are created. from the table field
	Format Region Code	Default Format Region	Specifies the region format to assign automatically to contacts when they are created. from the table field
	Correspondence Type	Default Correspondence Type	Specifies the preferred type of correspondence for the interaction. NOTE: If you use the Web client, you must not select the Hard Copy option because printing is not possible from the web client. from the table field
	Company Salutation Code	Def. Company Salutation Code	Specifies the salutation code to assign automatically to contact companies when they are created. from the table field
	Person Salutation Code	Default Person Salutation Code	Specifies the salutation code to assign automatically to contact persons when they are created. from the table field
	Sales Cycle Code	Default Sales Cycle Code	Specifies the sales cycle code to automatically assign to opportunities when they are created. from the table field
	Task Date Calculation	Default To-do Date Calculation	Specifies the task date calculation formula to use to calculate the ending date for tasks in Business Central if you haven’t entered any due date in the Outlook task. If you leave the field blank, today’s date is applied. from the table field
Interactions	Mergefield Language ID	Mergefield Language ID	Specifies the language ID of the Windows language to use for naming the merge fields shown when editing an attachment in Microsoft Word. from the table field
Bus. Relation Code for	Customers	Bus. Rel. Code for Customers	Specifies the business relation code that identifies that a contact is also a customer. from the table field
	Vendors	Bus. Rel. Code for Vendors	Specifies the business relation code that identifies that a contact is also a vendor. from the table field
	Bank Accounts	Bus. Rel. Code for Bank Accs.	Specifies the business relation code that identifies that a contact is also a bank account. from the table field
	Employees	Bus. Rel. Code for Employees	Specifies the business relation code that identifies that a contact is also an employee. from the table field
Numbering	Contact Nos.	Contact Nos.	Specifies the code for the number series to use when assigning numbers to contacts. from the table field
	Campaign Nos.	Campaign Nos.	Specifies the code for the number series to use when assigning numbers to campaigns. from the table field
	Segment Nos.	Segment Nos.	Specifies the code for the number series to use when assigning numbers to segments. from the table field
	To-do Nos.	To-do Nos.	Specifies the code for the number series to use when assigning numbers to tasks. from the table field
	Opportunity Nos.	Opportunity Nos.	Specifies the code for the number series to use when assigning numbers to opportunities. from the table field
Duplicates	Maintain Dupl. Search Strings	Maintain Dupl. Search Strings	Specifies the automatic update of search strings used to search for duplicates. You can set up search strings in the Duplicate Search String Setup table. from the table field
	Autosearch for Duplicates	Autosearch for Duplicates	Specifies that you want to search automatically for duplicates each time a contact is created or modified. from the table field
	Search Hit %	Search Hit %	Specifies the level of precision to apply when searching for duplicates. from the table field

Actions

Group	Action	ToolTip	Runs
Setup	Duplicate Search String Setup	View or edit the list of search strings to use when searching for duplicates.	Page 5138 “Duplicate Search String Setup”
Functions	Email Logging Setup	Open the Email Logging Setup window.

Events published

OnRunEmailLoggingSetup() (integration)
- subscribers: Codeunit 1681 “Email Logging Management” HandleOnRunEmailLoggingSetup

Procedures

SetAttachmentStorageType()
SetAttachmentStorageLocation()

Plus 2 local procedures.

Triggers

OnInit, OnOpenPage

Relations

source table Table 5079 “Marketing Setup”

Pages and codeunits on this table

Table 5079 “Marketing Setup” (drill-down page)
Table 5079 “Marketing Setup” (lookup page)

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

Report 5181 “Relocate Attachments” (2 calls: SetAttachmentStorageLocation → (object), SetAttachmentStorageType → (object))
Codeunit 457 “Environment Information” (1 call: OnInit → IsSaaSInfrastructure)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "page", object_name: "Marketing Setup"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.