Difference between revisions of "User & Contact Settings"

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'''Note:''' The terms ''User'' and ''Contact'' may have been renamed in your instance of [[SmartSimple]].
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#REDIRECT [[User#User & Contact Settings]]
 
 
[[Image:UserSet.png]]
 
 
* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].
 
* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
 
* '''User & Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.
 
* '''Default User Settings''' – the default system settings that will be set for each new [[User|user]] or contact.
 
* '''Transaction Types''' - Allows you to define and configure Personal [[Transactions]].
 
* '''Duplicate Contact Check Settings''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new Internal users.
 
* '''Duplicate User Check Settings''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new External contacts.
 
* '''Deleted Users & Contacts''' - Allows you to view and/or restore recently deleted users and contacts.
 
*  '''User/Contact Standard Fields''' - See [[Contact and Account Standard Fields]] for details.
 
 
 
 
 
* '''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.
 
* '''Enforce Homepage''' -  you can force all [[User|users]] to the same web page when they first log into the system.  This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.
 
* '''Homepage''' – specifies a web page to be used as the homepage.
 
* '''Language''' – the default language for all new [[User|users]].
 
 
 
Checking this box does not override the home page setting for each [[User|user]], but simply defines the first page they will see when logging in.
 
 
 
[[Category:Global Settings]][[Category:System Management]]
 

Latest revision as of 10:35, 24 June 2019