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Default Values for ERP Customers – Customer
Templates
Customer templates are used to define the default values when new customers are
created in the back-office system by Sage SalesLogix. You may assign different
templates to different Sage SalesLogix users depending on rights and values to be
entered for a new customer record.
Customer templates can be assigned to users. If a Sage SalesLogix user does not have
a template assigned, the DEFAULT template will be applied.
ERP Customer Template Maintenance
ERP Customer Template Maintenance defines several items required when creating a
new ERP customer from CRM. This configuration is specific to your ERP system – refer
to ERP documentation for information on the options.
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