Classic Options

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Revision as of 13:26, 18 July 2017 by Ciaran Donnelly (talk | contribs) (Classic Features and Functions)

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Classic Interface Options

The Classic Interface Options are available on the Classic Options tab within the Global Settings page.

ClassicInterfaceOptions2017.png

  • Use Classic Calendar - When this setting is enabled, the classic Calendar interface will be enabled for all users.
  • Use Classic Status Coloring for List Views - When this setting is enabled, the status color will be used as the background color for the entire row for records shown on a List View. The default is to display the status color as a band on the left-hand of list view line items.
  • Use Classic Note Save Button - When this setting is enabled, users can save Notes by clicking on an icon at the top of the note.
  • Use Classic tooltip - When this is enabled then the old style tooltip.
  • Use Classic Shortcut Panel - When this is enabled then the old style shortcut panel.


Classic Features and Functions

The Classic Features and Functions include the following settings:

  • Reminder Templates - allows you to view and edit the templates for the reminder messages that are sent for the standard and custom Event Types.
  • People Relationships - allows you to create People Relationships within your instance.
  • User Groups - allows you to create User Groups within your instance.
  • Resource Types - allows you to create custom Resource Types within your instance.
  • Event Types - allows you to create custom Event Types within your instance.
  • Accounting Settings -
  • Ledger Codes -
  • User Centric Interface -
  • SmartPost Settings -
  • Enable Company Relationships -
  • Resources -
  • View User Tracking Activities (UTA Level 2) on Company Profile -
  • 'Disable Sub-Fields from Main Custom Fields List View -
  • List Calendar by Int Company/Ext Account -
  • Enable conflict check for calendar -
  • Enable Calendar in UTA Contact Lookup -
  • Enable News Feed -
  • Include UTA calendar activities with Outlook calendar synchronization -
  • Enforce Homepage -
  • Homepage -
  • Holiday Calendar -
  • Calendar Event Preview Default Template -
  • NAIC Codes

People Online

These settings control the fields displayed when you mouse over users listed in the people online.

GlobalPeopleOnline.png

To add the "People Online" frame to the interface for a given role, edit the Menu settings (see Menus and Roles for instructions) for that role.

Object Sync

See Also