Difference between revisions of "User & Contact Settings"

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'''Note:''' The terms ''User'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
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'''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
  
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[[Image:User and Contact Settings.png|link=]]
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[[Image:StaffAndContactSettings.jpg|link=]]
  
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* '''User/Contact Custom Fields''' – [[Custom Fields|custom fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
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* '''Standard Fields''' – [[Standard Fields|standard fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
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* '''User Custom Fields''' – [[Custom Fields|custom fields]] associated with [[Internal|internal]] [[User|users]].
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* '''Custom Fields''' – [[Custom Fields|custom fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
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* '''User List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] [[User|users]].
 
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* '''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.
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* '''Contact List View''' - Create and manage [[List View|list view]] for [[External|external]] contacts.
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* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts only.
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* '''Contact Ajax List View''' - Used to configure the fields shown when using an Ajax lookup on contacts. See [[Configuring Ajax List Views]].
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* '''List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] and [[External|external]] [[User|users]].
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* '''User & Contact Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.
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* '''Lookup List View''' - Used to configure the fields shown when using an [[Ajax]] lookup on users. See [[Configuring Ajax List Views]].
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* '''Signup Pages''' – used to manage [[External|external]] web pages where people can register as contacts.
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* '''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.
 
* '''[[Default User Settings]]''' – the default system settings that will be set for each new [[User|user]] or contact.
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* '''Transaction Types''' - Allows you to define and configure Personal [[Transactions]].
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* '''Duplicate Check Settings''' - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users or contacts.
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* '''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.
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* '''[[Delete Redirect Template|User/Contact Delete Redirect template]]''' - Customize the landing page after a user or contact is deleted.
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* '''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.
 
* '''Deleted Users & Contacts''' - Allows you to view and/or restore recently deleted users and contacts.
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* '''[[Delete Redirect Template|User/Contact Delete Redirect template]]''' - Customize the landing page after a user or contact is deleted.
 
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* '''User/Contact Standard Field Settings''' - See [[Contact and Account Standard Fields]] for details.
 
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* '''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.
 
* '''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  
 
* '''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.
 
* '''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.
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* '''Enable State / Province Combo-box''' - Displays state / province field as combo-box.
 
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* '''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:
 
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:* Directly in the field, separated by semi-colons, as shown above
 
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:* Reference to a [[System Variables|global system variable]] (e.g. @system.Prefix@), with the values in the global system variable separated by semi-colons
 
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:* 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)
 
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" =-- Select One --;Dr.;Mrs.;Mr.;Miss.;Ms.;"
 
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* '''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.
 
* '''Homepage''' – specifies a web page to be used as the homepage.
 
* '''Language''' – the default language for all new [[User|users]].
 
* '''Language''' – the default language for all new [[User|users]].
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[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]
 
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]

Revision as of 08:41, 5 May 2014

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

StaffAndContactSettings.jpg

  • 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 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, but simply defines the first page they will see when logging in.
  • Homepage – specifies a web page to be used as the homepage.
  • Language – the default language for all new users.
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