Preferences

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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 appointment, task and phone call, and the default currency in the Sale screen.

Preferences that can be set only on a global (system) level, are located in the Global preferences tab.

Tip

Use the Freetext search field at the top of the screen to find the preference you want to change. The search results will be displayed in the list below.

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:

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

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

  • At the top right, the description field shows a description of the preference currently selected in the Preferences list.
  • Below, the Active settings field shows the settings specified for the preference currently selected in the Preferences list. See Active settings.