Preferences

Audience:

settings

• 5 minutes to read

In the Preferences screen you can set preferences for the whole system (globally), one database, one user group or an individual user. Preferences that can be set only on a global (system) level, are located in the Global preferences tab.

Users can edit the settings of individual preferences to customize them for their own use by going to Personal settings () > Preferences in the Top bar. The preferences available to the user depend on what is specified in Settings and maintenance.

In addition, you can configure video meetings in the Video meetings tab and document library in the Document library tab.

Levels for preference settings

You can specify preference settings for four different levels:

Level	Description
System	Global preferences that apply to all users in the system, including all satellites, groups and individual users.
Database	Preferences that apply to one specific database and all groups and users connected to this database.
Group	Preferences that apply to all users in a specific group.
User	Preferences that are linked to each individual user.

You can specify different values for different levels so that, for example, you can have one setting for a user and a different setting for the user group that the contact belongs to. The lowest level always applies.

Note

Not all levels are available for all preferences. If any of the options are disabled, you cannot choose them for the selected preference.

You can choose which settings to display in the list based on the level they are specified for, in the Active settings field. The levels displayed depend on which levels you check at the bottom of the field. You can use these checkboxes to show one, two or all levels.

Note

Settings for the system level are always displayed.

Global preferences (for the whole system)

Some preferences can be set only on a global level:

Statistics
Functions
Email
Grouped lists
Marketing
Mobile CRM
Sale
SuperOffice Service system settings
System
SMS configuration
Customer Centre password policy

Change global preferences

To edit these preferences, go to the Preferences screen and select the Global preferences tab.

The various preferences are divided into sections.
Hold the mouse-pointer over a preference to display additional info.
Click Save to implement your changes.

Preferences tab

In the Preferences tab you can specify settings for different parts of SuperOffice CRM, such as the number of items to display in the history list, the default type for new meetings, and the default currency in the Sale screen.

At the top of the Preferences tab, you can choose the required preference group. The rest of the Preferences tab is divided into three main sections: a list of all preferences, a description field explaining description the preference currently selected, and a field showing the settings specified for that preference.

Preferences list

On the left is the Preferences list containing all the preferences defined for the active preference group.

Groups of preferences:

Contact
Default values
Diary
Email
Filter Dialog
Free-text search
Functions
Grouped lists
In-app communication
Marketing
Notifications via email + popup + SMS
Request
Sale
Sorting
System
Tooltip
Visual effects
Web server
Web Services

Note

Preferences with active individual settings are shown in bold text.

Active settings

The Active settings field shows the settings specified for the preference currently selected in the Preferences list, and the levels and the values for each. You can edit and delete existing settings and add new ones in this field.

The field consists of three columns:

Column	Description
Who	Shows who the setting applies to (the name of the system, database, group or user). If this is an individual user, a tooltip about this user will pop up when you hold the mouse pointer over the user's initials in this column.
Level	Shows which level the setting applies to (system, database, group or user).
Value	Shows the value specified for the setting.

The contents of these columns are defined in the Setting dialog. How to add preference settings.

You can sort the rows in the columns by clicking on the required column heading. Click the column heading onc to sort in reverse order.