Default CRM Category
This setting picks the CRM Category that is pre-selected whenever a new Remark or Action is created from a Student (Pupil)/Parent meeting. Instead of the person creating the remark having to pick a category every time, the value configured here is filled in automatically, and can still be changed before saving if a different category applies to that particular meeting.
What this article covers
- What This Setting Does
- Where It Is Used
- Business Logic / Behavior
- Example(s)
- When to Use
- Notes
The full article is available to signed-in Classter users.
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Classter staff and customers: use Sign in with Classter above.
Partner sign-in with MicrosoftMore in CRM Settings
- Meetings End Date
- Enable meetings for user types
- Meetings Start Date
- Duration per Meeting (meeting slots in minutes)
- Maximum number of meetings between two entities (e.g. a parent and a Lecturer) per Academic Period
- Number of Days between similar meetings (set days)
- Minimum Time to Cancel-Modify a Meeting (in hours)
- Minimum number of hours that a meeting can be scheduled in advance