CRM Settings
How to use CRM Settings in Quotations & Sales Orders: access, working steps, fields, related records and troubleshooting.
Purpose and access
Build a quotation from the agreed items, prices and terms, then create the sales order after confirmation. Review currency, dates, taxes, warehouse and fulfillment information before submission.
This page is a settings page in Sales & Marketing → Quotations & Sales Orders. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Review the current settings or existing records and prepare the information needed for the change.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open CRM Settings from Sales & Marketing → Quotations & Sales Orders, or use ERP Search.
- Review the existing configuration before editing.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Campaign Naming Bycampaign_naming_by | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Allow Lead Duplication based on Emailsallow_lead_duplication_based_on_emails | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Auto Creation of Contactauto_creation_of_contact | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Close Replied Opportunity After Daysclose_opportunity_after_days | Int Optional | Auto close Opportunity Replied after the no. of days mentioned above |
Enable Opportunity Creation from Contact Usenable_opportunity_creation_from_contact_us | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Default Quotation Validity Daysdefault_valid_till | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Carry Forward Communication and Commentscarry_forward_communication_and_comments | Check Optional | All the Comments and Emails will be copied from one document to another newly created document(Lead -> Opportunity -> Quotation) throughout the CRM documents. |
Update timestamp on new communicationupdate_timestamp_on_new_communication | Check Optional | Update the modified timestamp on new communications received in Lead & Opportunity. |
Enable NexCom CRM Data Synchronizationenable_frappe_crm_data_synchronization | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.