System Settings is the area where general and systemic definitions for your Robosme environment are made.
These settings apply system-wide and are mostly managed by account administrators.

General Definitions

Logo

The company logo to be used in the system and in all outputs from the system is defined here.

Language

The system language determined during environment creation is displayed for information purposes and cannot be changed.

Users can change their own language selection if desired.

Currency

The base currency determined during environment creation is displayed for information purposes and cannot be changed.

Charts, reports, and totals are calculated based on this base currency.

Country
The default country code in phone fields when creating new records is determined according to this setting.

File and Data Management

Maximum File Size

The maximum file size that can be uploaded for notes and document additions is determined (maximum 50 MB).

Accepted File Extensions

File types allowed to be uploaded to the system are defined.

Prefix Definitions

Prefixes to be used in the database when creating new fields are determined here.
Prefixes must be alphabetic and between 3–6 characters.

A prefix is assigned when a new value is to be added to the application's base option set values. Can be defined in the range 100–999.

Business Settings

• Lead records can be quickly qualified without displaying a warning (selection) window.
• Lead records can be quickly converted to cases without displaying a warning (selection) window.
• In the Currency field, only currencies with defined exchange rates can be listed.

Sales Process Settings

• When defining a sales product, the product's tax rate can be automatically filled.
• Tax calculation on sales can be automatically done from the sales product.
• When defining a product, the number of decimal places for product quantity and the number of decimal places for free products are managed.
• Sales can be made without a price list.
• Exchange rates can be pulled from the relevant application and automatically updated daily by the system.

Synchronization & Mailbox Settings

• Incoming emails can be set to be unique per user or unique per email ID. Separate email records can be created for multiple users in the same mail.
• Which records the email addresses in incoming email and meeting records will be matched with during synchronization can be managed.
• If email addresses in incoming email and meeting records do not match any record during synchronization, the system can create Lead, Contact, or Company records.
• If an incoming email record is a reply to another email record;
• The record being replied to
• Or the first (root) record of the thread (series)

can be associated by the system with the record it relates to.

Other Settings

• An activity record can be converted to another record again after being converted.
• When converting an activity record, the record it is converted to can be assigned to the related field even if the related field is not empty.
• Last activity channel and last activity date can be assigned to records that are activity participants or related to the activity.
• Only completed, not cancelled, or all records can be taken into consideration.
• Processing can be done only for specific activity types.