Difference between revisions of "User & Contact Settings"

Revision as of 10:01, 9 April 2013

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

• User Custom Fields – custom fields associated with internal users.
• User List View - Create and manage list view for internal users.
• Contact Custom Fields – custom fields associated with external contacts.
• User & Contact Signup Pages – used to manage external web pages where people can register as contacts.
• Default User Settings – the default system settings that will be set for each new 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 users.
• Duplicate User Check Settings - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new External contacts.
• Deleted Users & Contacts - Allows you to view and/or restore recently deleted users and contacts.
• User/Contact Standard Fields - 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.
• Enforce Homepage - you can force all 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.
• Homepage – specifies a web page to be used as the homepage.
• Language – the default language for all new users.

Checking this box does not override the home page setting for each user, but simply defines the first page they will see when logging in.