Changes

User & Contact Settings

831 bytes removed, 14:12, 13 July 2017
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'''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
[[Image:StaffAndContactSettingsStaffAndContactSettings2017.jpg|link=]]
* '''Standard Fields''' - [[Contact and Account Standard Fields|standard Standard fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|associated with users]].* '''Custom Fields''' – [[Custom Fields|custom fields]] shared between associated with both [[Internal|internal]] and [[External|external]] [[User|users]].* '''Contact Custom FieldsDynamic Field Visibility Controls''' – [[Custom Fields|custom fields]] associated with [[External|external]] contactsConfigure dynamic field visibility controls for users.* '''Contact Custom FieldsStatuses''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts onlyStatuses used for users.* '''List ViewSubmit & Save Buttons''' - Create and manage [[List View|list view]] – Submit & Save Buttons used for [[Internal|internal]] and [[External|external]] [[User|users]].* '''Lookup List ViewSmartCheck Validation''' - Used – SmartCheck validation to attach to configure the fields shown when using an [[Ajax]] lookup on form buttons for users. See [[Configuring Ajax List Views]].* '''Signup Pages''' – used to manage [[Creating a Contact Sign Up Page|external web pages where people contacts can register as contacts]].* '''Transaction Types''' - Allows you to define and configure Personal [[Transactions]].* '''[[Default User Settings]]''' – the default system settings that will be set for each new [[User|user]] or contact.* '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users or contacts. See [[Duplicate Check]].* '''[[Delete Redirect Template|Default User/Contact Delete Redirect template]]Settings''' - Personalize the landing page after a Manage default settings for first time login user or contact is deleted.* '''Deleted Users & Contacts''' - Allows you to view and/or restore recently deleted users and contacts.
* '''List View''' - used to configure the [[List View|list view]] for users.
* '''Lookup List View''' - used to configure the fields shown when using an [[Ajax]] lookup on users, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax List Views]].
* '''Activity List View''' - used to configure the list views for users
* '''Deleted User / Contact''' - Allows you to view and/or restore recently deleted users.
* '''Disable Pre-load People List''' – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of [[SmartSimple]]. Enabling this option will disable the display of contacts in all '''Search People''' pages.* '''Restrict Restriction on Duplicate EmailsEmail Address''' - you can use this option Allow a new user to prevent contacts or users from being added register with duplicate emails or updating their profile with duplicate emails same Email address as existing contact* '''Enforce Homepage''' - you can force all [[UserDelete Redirect Template|usersCompany/Account Delete Redirect Template]] to the same web page when they first log into the system. This feature is useful if ''' - Allows you have customers using the system and want to present them with some specific information such as your own organisation web site. Checking this box does not override the home page setting for each [[User|user]], but simply defines personalize the first landing page they will see when logging in.  * '''Homepage''' – specifies after a web page to be used as the homepage.* '''Language''' – the default language for all new [[User|users]]business unit or account is deleted.
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]
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