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Main Information

Address Registry :The address registry with which CRM.COM integrates in order to provide address auto-completion and verification. Currently only Melissa Data is available.

Account ID : A unique account ID provided by the Address Registry system.

State: Determines whether address registry is enabled.

Logging Method: Defines the method that will be used to log the requests sent to the Address Registry system. The options are the following:

  • Log Request Calls only (default option): If selected, then only calls to the Address Registry will be logged, together with the user and the date/time of the request. 
  • Log Requests and Responses: If selected, then the responses from the Address Registry system will also be logged together with the request, user and date/time.

Auto-Suggestion Settings

GeneralEnabled: If enabled, it define how users will be supplied with suggestions while typing in address-related fields.
Applicable Address Fields

Defines a set of address fields which when typed into will trigger the address auto-suggestion process. At least one address field must be specified. The address-related fields are:

Allowed Organisational UnitsA list of Organisational Units for which the auto-suggestion feature is available for users that belong to those units.

Address Lookup Settings

GeneralEnabled: If enabled determines whether the address lookups are enabled for users.
Allowed Organisational UnitsA list of Organisational Units for which the lookups are available for users that belong to those units.

Address Verification Settings

GeneralEnabled: If enabled, the Address Verification Settings define whether an address will be automatically verified whenever an address is created or updated, or if users must request a verification to ensure the address is correct. Manual verification is selected by default. Address Verification Settings are applied only if they are 'Enabled'.
Verification Method  

Determines whether addresses will be verified automatically whenever created or edited, or whether users will have to request verification. Available options are:

  • Automatic Verification
  • Manual Verification
Allowed Organisational UnitsA list of Organisational Units for which the verification settings are available for users that belong to those units.

Allowed Application Servers

'Allowed Application Servers' is available only if there are more than one Application Servers registered in the System. Multiple Application Servers can be added, although it is not mandatory to have any 'Allowed Application Servers'. If no Application Server is added in the 'Allowed Application Servers', then all the registered Application Servers are allowed.

Application Server: The Application Server that will be allowed. The Application Servers are filtered based on the Organisation Group of the logged in User.

Added By: The User that added the Application Server. This information is set automatically.

Added On: The date on which the added server was restricted. This information is set automatically.

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System Settings

Contact Information:  A 'Company' Contact Information that represents your organisation.

Company Logo: The logo of the organisation displayed across the system on the right of the Top Menu.
The logo is also used in reports and printouts. Valid Dimensions: 130px width * 70px height. A photo editor (such as Paint) can be used to adjust the size of a logo. A transparency layer can be added to retain the logo's ratio.

Default Country: The country adopted by the system when no alternative is specified by the user during the creation of records which require a country.

Default Currency: The currency adopted by the system when no alternative is specified by the user during the creation of records which require a currency.
Currency can only be set during the first time configuring the General Settings. the currency can only be set once, and then it becomes Read-only.

Default Home Page: The page that will be displayed after log in when no alternative is specified by the user. The default home page is applied to all users having the 'Organisation Home page' as their preferred home page.

Enable Hot Keys: Defines whether Hot Keys should be enabled. The following Hot Keys are supported:

  • New (CTRL+ALT+N): Triggers the NEW button. Applicable on both Summary and Data Entry pages.
  • Save (CTRL+ALT+S): Triggers the SAVE button. Applicable only on Data Entry pages.
  • Edit (CTRL+ALT+E): Triggers the EDIT button. Applicable only on Data Entry pages.
  • Back (CTRL+ALT+B): Triggers the BACK button. Applicable only on Data Entry pages.
  • Home (CTRL+ALT+H): Triggers the HOME button.
  • Close (CTRL+ALT+X): Triggers the CLOSE button. Applicable only on modal windows.
  • Cancel (CTRL+ALT+C): Triggers the CANCEL button. Applicable only on Data Entry pages.

Disable Automatic Search: Defines whether the quick search results should be automatically triggered within a period after the last keystroke.

Automatic Search Delay Time (msec): Defines the duration of the pause between the last keystroke and the display of search results.

Time Zone: The time zone of the organisation. Time zones are defined as a combination of UTC (Universal Time Coordinated) offset and DST (Daylight Saving Time). The supported options are populated based on the Olson Time Zone IDs.
The default option is UTC; the time zone can only be set once, and then it becomes Read-only.

Language Settings
Default System Language: Used to set up the language that will be used to translate all labels, tips, warnings and error messages across CRM.COM software, including the values of select boxes and radio buttons, if those elements include fixed (configurable values) values.
The Default System Language is applied on all users having the Organisation System Language as their preferred System Language.

Default Native Language: Used to set up the language that will be used to translate additional information for each label (displayed when the mouse is placed over a specific label) across CRM.COM software.
The Default Native Language is applied on all users having the Organisation Native Language as their preferred Native Language.

Supported Languages: Select the languages that will be available for selection when setting a language for users or contact information

System Restrictions

Default Number of Threads for Batch Processes* :The number of threads used by multi-threaded batch processes, where the number is not explicitly defined by the batch process.

Max Number of Records for Super Users*: The maximum number of rows that can be retrieved per call, either through the UI or Web API, by users which are classified as Super Users.  This restriction does not apply to Reports or Printouts.

Max Number of Records for Normal Users* : The maximum number of rows that can be retrieved per call, either through the UI or Web API, by users which are classified as Normal Users (i.e. not Super Users). This information is also validated during the configuration of the rows that can be retrieved per Summary page.  This restriction does not apply to Reports or Printouts.

Upload Max File Size (KB): The maximum size allowed when uploading a file in the Attachments section of an entity.

Allowed File Types: The types of files which can be uploaded to the System.

System Information


This is a section with Read-only information related to the database.

Organisation Name

Database Name

Database Type

Database Version Number

Application Version Number

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