How to set default appointment in CRM

By | May 30, 2015

You may come across the situation, where you want to define central attachment path.

Sage X3 has special settings to set the central attachment path to keep the files centrally.

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To set the central attachment path, follow the steps:

Step 1: Go to, Setup > General Parameters > Parameter values
UntitledStep 2: Go to CRM (Customer Relation) node and then Folder sub node and your respected folder. And go to Default Values (DEF) Option as shown below.


Step 3: Right click on “Default Values” option and then go to Detail menu. You will find one parameter window. Then change the “Appointments done by defaults (DONDEFBAP)” value as shown below,


Step 4: After the above activity, press ok and save the data. Close the X3 and again open to effect the changes.

Step 5: The above setting will provide you default checkbox checked in CRM while creating new appointment.


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