Horizon Online Support

    1.1 Login Options

Once CRM has been activated on your Horizon, you will have access to the CRM Login Specific Options on the Login.

To gain access to these login options you need to browse to:
Setup > Company > Logins > (Select A Login)

You will now notice an additional ‘CRM Action Defaults’, with the following options:

• Subject
  This is the default ‘Subject’ that is set on an Action when created by the login.



• Reason
  This is the default ‘Reason’ that is set on an Action when created by the login.



• Type
  This is the default ‘Type’ that is set on an Action when created by the login.



• Alert Types
  This is the default ‘Alert Letter/Code’ that is set on an Action when created by the login.



• User Defined Fields (UDF) Types
  This is the UDF Types that the login is restricted to.

  Note: If this is left blank users will be able to see all UDF Types. Otherwise it just needs to contain the letters of the UDF types they require to see.
  (If it’s a number of UDF types e.g. A, B and C you would list it as ABC)

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