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]].
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#REDIRECT [[User#User & Contact Settings]]
 
 
[[Image:StaffAndContactSettings.jpg|link=]]
 
 
 
* '''Standard Fields''' – [[Standard Fields|standard fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
 
* '''Custom Fields''' – [[Custom Fields|custom fields]] shared between both [[Internal|internal]] and [[External|external]] [[User|users]].
 
* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts.
 
* '''Contact Custom Fields''' – [[Custom Fields|custom fields]] associated with [[External|external]] contacts only.
 
* '''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]].
 
* '''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]].
 
* '''[[Default User Settings]]''' – the default system settings that will be set for each new [[User|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.
 
* '''[[Delete Redirect Template|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 [[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.
 
 
 
 
 
* '''Homepage''' – specifies a web page to be used as the homepage.
 
* '''Language''' – the default language for all new [[User|users]].
 
 
 
[[Category:Global Settings]][[Category:System Management]][[Category:Contacts]]
 

Latest revision as of 11:35, 24 June 2019