Difference between revisions of "User & Contact Settings"
From SmartWiki
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* '''List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] and [[External|external]] [[User|users]]. | * '''List View''' - Create and manage [[List View|list view]] for [[Internal|internal]] and [[External|external]] [[User|users]]. | ||
* '''Lookup List View''' - Used to configure the fields shown when using an [[Ajax]] lookup on users. See [[Configuring Ajax List Views]]. | * '''Lookup List View''' - Used to configure the fields shown when using an [[Ajax]] lookup on users. See [[Configuring Ajax List Views]]. | ||
| − | * '''Signup Pages''' – used to manage [[ | + | * '''Signup Pages''' – used to manage [[Creating a Contact Sign Up Page|external web pages where people can register as contacts]]. |
* '''Transaction Types''' - Allows you to define and configure Personal [[Transactions]]. | * '''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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* '''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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* '''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]]. | ||
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]] | [[Category:Global Settings]][[Category:System Management]][[Category:Contacts]] | ||
Revision as of 15:11, 10 June 2014
Note: The terms Staff and Contact may have been renamed in your instance of SmartSimple.
- Standard Fields – standard fields shared between both internal and external users.
- Custom Fields – custom fields shared between both internal and external users.
- Contact Custom Fields – custom fields associated with external contacts.
- Contact Custom Fields – custom fields associated with external contacts only.
- List View - Create and manage list view for internal and external users.
- Lookup List View - Used to configure the fields shown when using an Ajax lookup on users. See Configuring Ajax List Views.
- Signup Pages – used to manage external web pages where people can register as contacts.
- 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 or contact.
- 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.
- User/Contact Delete Redirect template - Customize the landing page after a user or contact is deleted.
- Deleted Users & Contacts - Allows you to view and/or restore recently deleted users and contacts.
- 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.
