Allow Duplicate Customer Names
This setting allows multiple customers to have the same name, which can be useful in cases where different branches or divisions share a common name.
Allow Merging of Customers
Enables the ability to merge duplicate or related customer records into a single entity, ensuring a cleaner and more organized database. Merging a Customer will merge all records including notes, contacts and quotations into the target record.
Title Case Customer Name
When enabled, customer names will automatically be formatted in title case (e.g., "Acme Corporation" instead of "acme corporation").
Customer Words to be Converted as Defined Here
This setting allows users to define specific words that should be automatically adjusted in customer names to maintain consistency in formatting.
PSL Restriction
Enforces Preferred Supplier List (PSL) restrictions, ensuring that only approved suppliers are used when dealing with specific customers.