Revision as of 12:18, 18 July 2017

Classic Interface Options

The Classic Interface Options are available on the Classic Options tab within the Global Settings page.

• Use Classic Calendar - When this setting is enabled, the classic Calendar interface will be enabled for all users.
• Use Classic Status Coloring for List Views - When this setting is enabled, the status color will be used as the background color for the entire row for records shown on a List View. The default is to display the status color as a band on the left-hand of list view line items.
• Use Classic Note Save Button - When this setting is enabled, users can save Notes by clicking on an icon at the top of the note.
• Use Classic tooltip - When this is enabled then the old style tooltip.
• Use Classic Shortcut Panel - When this is enabled then the old style shortcut panel.

Classic Features and Functions

The Classic Features and Functions include the following settings:

• Reminder Templates -
• People Relationships -
• User Groups -
• Resource Types -
• Event Types -
• Accounting Settings -
• Ledger Codes -
• User Centric Interface -
• SmartPost Settings -
• Enable Company Relationships -
• Resources -
• View User Tracking Activities (UTA Level 2) on Company Profile -
• 'Disable Sub-Fields from Main Custom Fields List View -
• List Calendar by Int Company/Ext Account -
• Enable conflict check for calendar -
• Enable Calendar in UTA Contact Lookup -
• Enable News Feed -
• Include UTA calendar activities with Outlook calendar synchronization -
• Enforce Homepage -
• Homepage -
• Holiday Calendar -
• Calendar Event Preview Default Template -
• NAIC Codes

People Online

These settings control the fields displayed when you mouse over users listed in the people online.

To add the "People Online" frame to the interface for a given role, edit the Menu settings (see Menus and Roles for instructions) for that role.

Object Sync

See Also

• Calendars
• List Views
• Notes