Difference between revisions of "User & Contact Settings"

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'''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
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#REDIRECT [[User#User & Contact Settings]]
 
 
[[Image:StaffAndContactSettings2017.jpg|link=]]
 
 
 
* '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with users.
 
* '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] users.
 
* '''Dynamic Field Visibility Controls''' – Configure dynamic field visibility controls for users.
 
* '''Statuses''' – Statuses used for users.
 
* '''Submit & Save Buttons''' – Submit & Save Buttons used for users.
 
* '''SmartCheck Validation''' – SmartCheck validation to attach to form buttons for users.
 
* '''Signup Pages''' – used to manage [[Creating a Contact Sign Up Page|external web pages where contacts can register]].
 
* '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users. See [[Duplicate Check]].
 
* '''Default User Settings''' - Manage default settings for first time login user.
 
 
 
* '''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 Restriction on Duplicate Email Address''' - Allow a new user to register with same Email address as existing contact
 
* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to personalize the landing page after a business unit or account is deleted.
 
 
 
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]
 

Latest revision as of 10:35, 24 June 2019