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System Settings

1,088 bytes added, 18:24, 18 July 2017
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A [[user]]'s ''System Settings'' are access accessed through the Settings tab on the user's [[profile]]:# Under the [[Configuration Menu|Configuration]] heading of the left menu bar, click on [[Personal Settings]], or click Click on your name in the top left corner of the screen.
# From this page, select Settings > System from the menu bar.
[[Image:Ps6The '''User Settings''' page is displayed below.png]]
The '''User Settings''' page is displayed. [[Image:Personalsettings.jpgpng|border|1100px]]
Use this page to set the following values:
<u>'''User Settings – ==Persistent Login'''</u>==
Rather than having to log in to SmartSimple each time you open your web browser, a "cookie" can be installed on your computer that will automatically authenticate you, allowing you to bypass the login screen. (This setting can be [[Manager_PermissionsSystem_Security_Permissions#Miscellaneous_Feature_Permission|enabled or disabled]] by your system administrator). In order for this feature to work, you must have the user's browser enabled to accept persistent cookies.
<u>'''User Settings – ==Display Options'''</u>==
[[Image:Ps8System Settings - Display.png|link=|600px]]
* '''Automatically open incoming instant messages''' – opens the quick message window whenever a message is received.
* '''Automatically collapse People Online''' – displays the people online collapsed.
* '''Left Navigation Style''' – choose ''Static'' for [[Menu|menus]] that don’t expand or ''Dynamic'' for menus that open and close.
<!--* '''UTA User & Company Tabs''' – used to control the presentation of tabbed fields when the [[Universal Tracking Application]] is used.* - choose between a ''Static''or 'Font Size'Scrolling'' – choose a larger font size Tab bar for your view of the systemtabs on User and Company [[profile]] pages.-->
* '''Number of Records Per page''' – defines the number of records per page you wish to see when information is displayed as a list. You can choose 5, 10, 15, 20, 30, 40, 60, 80 or 100.
* '''Number of Ajax Records''' - defines the number of records displayed in an [[Ajax]] field. You can choose 10, 15, 20, 25, 30, 35, 40, 45 or 50.
* '''Text Editor''' – enables and disables the '''[[HTML Editor]]'''.
* '''Publish Pin board''' – make your personal Pin board visible to other people.
* '''Discussion Alias''' – an anonymous name you wish to use when posting to [[SmartSimple]] discussions that are enabled for public access.
<u>'''User Settings – ==Regional Options'''</u>==
These options determine your regional settings.
[[Image:Ps9System Settings - Regional.png|link=|600px]]
* '''Input Date Format''' – the individual [[User|user's]] preferred entry format for date time values.
* '''Input Display Short Date Time Format''' – the individual [[User|user's]] preferred short display format for date time values. * '''Input Display Long Date Time Format''' – the individual [[User|user's]] preferred link format for date time values.* '''Display Time Format''' – the individual [[User|user's]] preference when it comes to using the 12 or 24 hour clock.:* Regardless of the date time format selected, the date and time will be shown to other [[User|user'susers]] in their own preferred settings.* '''Time Difference (in hours)Zone''' – drop-down used to set your specify the users local time zone.:* New variable @sstimezone@ allows you to retrieve the user's timezone setting which can then be used to calculate their relative date/time.* '''Home Currency''' – the default currency for this user. This currency will be referenced in applications such as [[Sales Tracking ]] and [[Expense Tracking]]. This currency will be assumed to be the default currency for this user in these applications.
* '''Language''' – the language that you wish to use.
* '''Internet Map Service''' – determines the Internet service you wish to use when displaying maps.
:* If you enable the '''Internet Map''' feature, then the '''Map''' icon will be displayed next to each address. [[Image:Ps10.jpg|link=|25px]] <u>* '''Email From Address'''User Setting – - you can set a list of email addresses that messages can be sent "from". ==New User Default Settings'''</u>==
The next set of options is used to control how the system should handle new contacts [[contact]]s that you add to the system.
[[Image:Ps11.png|link|600px]]
* '''Company''' – determines the company to which individual contacts should be added – if you do not select a company before creating the new contact. Generally, you will create a new company named “general contacts” and set this as the default company in this field.
* '''Role''' – determines the “type” of contact that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs.
* '''Default ATS Folder''' – determines which folder to use for new applicants – only used in conjunction with the [[Applicant Tracking]] System.
<u>'''Cache'''</u>==New Company Default Settings==
The next set of options is used to control how the system should handle new [[company|companies]] that you add to the system. [[Image:NewCompanyDefaultSettings.png|link=|600px]] * '''Parent Company''' – determines the parent company to which individual companies should be added as a sub-company.* '''Category''' – determines the “type” of company that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs. ==Cache== When you work with calendar pop-ups you can drag the calendar to any location on the screen and the system will [[Sticky Pop-Up Calendar|remember that location]]. So the next time you access a pop-up calendar it will be displayed in the same location.
[[Image:Ps12.png]]
You can clear this setting by clicking the '''Clear''' button.
 
==Outlook Synchronization==
 
See [[SmartSimple_Microsoft_Outlook_Synchronization_-_Initial_Setup#SmartSimple_Outlook_Synchronization_Roles|this page]] for additional details.
<!--<u>'''Wireless Settings'''</u>
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