Difference between revisions of "User & Contact Settings"

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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]].
 
* '''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]].
 
* '''Activity List View''' - used to configure the list views for users
 
* '''Activity List View''' - used to configure the list views for users
* '''Deleted User / Contact''' - Allows you to view and/or restore recently deleted users.  
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* '''Deleted User / Contact''' - Allows you to view and/or restore recently deleted users.
 
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* '''Deleted User/Contact Addresses''' - Allows you to view deleted user/contact multiple addresses.
 
* '''Disable Restriction on Duplicate Email Address''' - Allow a new user to register with same Email address as existing contact
 
* '''Disable Restriction on Duplicate Email Address''' - Allow a new user to register with same Email address as existing contact
 
* '''[[Delete Redirect Template|User / Contact Delete Redirect Template]]''' - Allows you to personalize the landing page after a user is deleted.
 
* '''[[Delete Redirect Template|User / Contact Delete Redirect Template]]''' - Allows you to personalize the landing page after a user is deleted.
  
 
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]
 
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]

Revision as of 11:45, 27 November 2017

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

StaffAndContactSettings2017.png

  • Standard Fields - Standard fields associated with users.
  • Custom Fieldscustom 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.
  • Deleted User/Contact Addresses - Allows you to view deleted user/contact multiple addresses.
  • Disable Restriction on Duplicate Email Address - Allow a new user to register with same Email address as existing contact
  • User / Contact Delete Redirect Template - Allows you to personalize the landing page after a user is deleted.