User & Contact Settings
Revision as of 09:13, 13 July 2017 by Ciaran Donnelly (talk | contribs)
Revision as of 09:13, 13 July 2017 by Ciaran Donnelly (talk | contribs)
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.