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Add preference settings

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You can add new settings for each of the preferences in the Preferences list.

  1. Click the Preferences button in the Navigator ( icon ).

  1. Select the required preference group in the list box at the top.

  2. Select the required preference from the Preferences list. The settings already defined for this preference are displayed in the Active settings field.

    Tip

    If this field is empty, it may be because the options to show different levels are not checked (see Display different levels).

  1. Click the Add button at the bottom of the window.

  2. In the Setting dialog under This setting will apply to, choose which level the setting will apply to – the whole system, one database, one user group or an individual user (see Levels for preference settings).

    Note

    If any of the options are disabled, this setting cannot be applied to them.

  3. You then choose the name of the required database, group or user, depending on the option you selected above.

    Note

    If you selected System, the Target field is filled in automatically as there is only one system.

  4. The name of the field below Value varies depending on the preference involved. Specify the value for the setting by typing into this field, choosing from a predefined list, making a selection in a selection box, and so on, depending on the type of preference.

  5. If you chose a higher level than the lowest possible one under This setting will apply to, you can check Remove preferences on lower levels at the bottom of the dialog to remove the settings for this preference on all lower levels. The new setting will override the settings specified for lower levels.

  6. Click Save. The setting becomes available to users the next time they log in to SuperOffice CRM.

Note

Preferences with active individual settings are shown in bold text in the preferences list.

For information on how to edit and delete settings, see Edit preference settings and Delete preference settings.

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