Changes

User & Contact Settings

1,357 bytes removed, 12:41, 5 May 2014

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'''Note:''' The terms ''UserStaff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].

[[Image:User and Contact SettingsStaffAndContactSettings.pngjpg|link=]]

* '''User/Contact Custom Standard Fields''' – [[Custom Standard Fields|custom standard fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with shared between both [[Internal|internal]] [[User|users]].* '''User List View''' - Create and manage [[List ViewExternal|list view]] for [[Internal|internalexternal]] [[User|users]].* '''User Ajax List View''' - Used to configure the fields shown when using an [[Ajax]] lookup on users. See [[Configuring Ajax List Views]].

* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.

* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts only.* '''List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] and [[External|external]] contacts[[User|users]].* '''Contact Ajax Lookup List View''' - Used to configure the fields shown when using an [[Ajax ]] lookup on contactsusers. See [[Configuring Ajax List Views]].* '''User & Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.* '''Transaction Types''' - Allows you to define and configure Personal [[Transactions]].

* '''[[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 usersor contacts.* '''Duplicate [[Delete Redirect Template|User Check Settings/Contact Delete Redirect template]]''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new External contactsCustomize the landing page after a user or contact is deleted.

* '''Deleted Users & Contacts''' - Allows you to view and/or restore recently deleted users and contacts.

* '''[[Delete Redirect Template|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.

* '''Restrict Duplicate Emails''' - you can use this option to prevent contacts or users from being added with duplicate emails or updating their profile with duplicate emails

* '''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. 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.

* '''Enable State / Province Combo-box''' - Displays state / province field as combo-box.

* '''Enable Prefix Combo-box''' - If this option is checked then the Prefix field appears as a combo-box. An additional field is presented to the end-user to allow them to specify the options to appear in the prefix combo-box. Values can be defined in this field in two main ways:

:* Directly in the field, separated by semi-colons, as shown above

:* Reference to a [[System Variables|global system variable]] (e.g. @system.Prefix@), with the values in the global system variable separated by semi-colons

:* Note: if you wish the default option to be '''-- Select One --''' or similar you use you should use the ''StoreValue=DisplayValue'' syntax (Note that there is a space before the equal sign)

" =-- Select One --;Dr.;Mrs.;Mr.;Miss.;Ms.;"

* '''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 [[User|users]].

 

 

[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]

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Arthur Lathrop

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