Difference between revisions of "User & Contact Settings"
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[[Image:User and Contact Settings.png]] | [[Image:User and Contact Settings.png]] | ||
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| + | * '''User/Contact Custom Fields''' – [[Custom Fields|custom fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]]. | ||
* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]]. | * '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]]. | ||
* '''User List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] [[User|users]]. | * '''User List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] [[User|users]]. | ||
Revision as of 10:07, 18 June 2013
Note: The terms User and Contact may have been renamed in your instance of SmartSimple.
- User/Contact Custom Fields – custom fields shared between both internal and external users.
- User Custom Fields – custom fields associated with internal users.
- User List View - Create and manage list view for internal users.
- User Ajax List View - Used to configure the fields shown when using an Ajax lookup on users.
- Contact Custom Fields – custom fields associated with external contacts.
- Contact List View - Create and manage list view for external contacts.
- User & Contact Signup Pages – used to manage external web pages where people can register as contacts.
- Default User Settings – the default system settings that will be set for each new 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 Delete Redirect template - Customize the landing page after a user or contact is deleted.
- User/Contact Standard Field Settings - 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 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. Checking this box does not override the home page setting for each user, but simply defines the first page they will see when logging in.
- Enable State / Province Combo-box - Displays state / province field as combo-box.
- Enable Prefix Combo-box - Displays prefix field as combo-box. Values can be defined, separated by semi-colons as shown above.
- Enable Suffix Combo-box - Displays suffix field as combo-box. Values can be defined, separated by semi-colons.
- Homepage – specifies a web page to be used as the homepage.
- Language – the default language for all new users.
