Difference between revisions of "User & Contact Settings"

Revision as of 09:13, 13 July 2017

Note: The terms Staff and Contact may have been renamed in your instance of SmartSimple.

Standard Fields - Standard fields associated with users.
Custom Fields – custom fields associated with both internal and 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 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 for users.
Lookup List View - used to configure the fields shown when using an Ajax lookup on users, also determines the list view for the Lookup dialog for the standard field "Organization" in the . 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
Company/Account Delete Redirect Template - Allows you to personalize the landing page after a business unit or account is deleted.

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 '''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
-[[Image:StaffAndContactSettings2017.png|link=]]
+[[Image:StaffAndContactSettings2017.png|link=|900px|border]]
 * '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with users.