Difference between revisions of "User & Contact Settings"

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'''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
 
'''Note:''' The terms ''Staff'' and ''Contact'' may have been [[Organization Terminology|renamed]] in your instance of [[SmartSimple]].
  
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[[Image:StaffAndContactSettings.jpg|link=]]
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[[Image:StaffAndContactSettings2017.jpg|link=]]
  
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* '''Standard Fields''' – [[Standard Fields|standard fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
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* '''Standard Fields''' - [[Contact and Account Standard Fields|Standard fields]] associated with 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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* '''Custom Fields''' – [[Custom Fields|custom fields]] associated with both [[Internal|internal]] and [[External|external]] users.
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* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
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* '''Dynamic Field Visibility Controls''' – Configure dynamic field visibility controls for users.
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* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts only.
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* '''Statuses''' – Statuses used for users.
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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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* '''Submit & Save Buttons''' – Submit & Save Buttons used for users.
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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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* '''SmartCheck Validation''' – SmartCheck validation to attach to form buttons for users.
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* '''Signup Pages''' – used to manage [[Creating a Contact Sign Up Page|external web pages where people can register as contacts]].
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* '''Signup Pages''' – used to manage [[Creating a Contact Sign Up Page|external web pages where contacts can register]].
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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. See [[Duplicate Check]].
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* '''[[Default User Settings]]''' – the default system settings that will be set for each new [[User|user]] or contact.
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* '''Default User Settings''' - Manage default settings for first time login user.
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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. See [[Duplicate Check]].
 
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* '''[[Delete Redirect Template|User/Contact Delete Redirect template]]''' - Personalize the landing page after a user or contact is deleted.
 
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* '''Deleted Users & Contacts''' - Allows you to view and/or restore recently deleted users and contacts.
 
  
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* '''List View''' - used to configure the [[List View|list view]] for users.
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* '''Lookup List View''' - used to configure the fields shown when using an [[Ajax]] lookup on users, also determines the [[List View|list view]] for the Lookup dialog for the [[standard field]] "Organization" in the {{UTA}}. See [[Configuring Ajax List Views]].
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* '''Activity List View''' - used to configure the list views for users
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* '''Deleted User / Contact''' - Allows you to view and/or restore recently deleted users.
  
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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.
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* '''Disable Restriction on Duplicate Email Address''' - Allow a new user to register with same Email address as existing 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
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* '''[[Delete Redirect Template|Company/Account Delete Redirect Template]]''' - Allows you to personalize the landing page after a business unit or account is deleted.
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* '''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.
 
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* '''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 10:12, 13 July 2017

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

File:StaffAndContactSettings2017.jpg

  • Standard Fields - Standard fields associated with users.
  • Custom Fields – custom fields associated with both internal and external users.
  • Dynamic Field Visibility Controls – Configure dynamic field visibility controls for users.
  • Statuses – Statuses used for users.
  • Submit & Save Buttons – Submit & Save Buttons used for users.
  • SmartCheck Validation – SmartCheck validation to attach to form buttons for users.
  • Signup Pages – used to manage external web pages where contacts can register.
  • Duplicate Check Settings - Allows you to define which fields are prompted for and compared with existing Contacts for duplicates when adding new users. See Duplicate Check.
  • Default User Settings - Manage default settings for first time login user.
  • List View - used to configure the list view for users.
  • Lookup List View - used to configure the fields shown when using an Ajax lookup on users, also determines the list view for the Lookup dialog for the standard field "Organization" in the . See Configuring Ajax List Views.
  • Activity List View - used to configure the list views for users
  • Deleted User / Contact - Allows you to view and/or restore recently deleted users.
  • Disable Restriction on Duplicate Email Address - Allow a new user to register with same Email address as existing contact
  • Company/Account Delete Redirect Template - Allows you to personalize the landing page after a business unit or account is deleted.
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