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R9 - Configuring General Settings

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What does this section cover?

What are General Settings?

General settings are used to provide information about the system and also to set up system settings and restrictions which are applied across the software, either through UI or Web API. General settings are mandatory and if not configured then only super users can access the software. General Settings are part of the Admin Settings

Creating, Editing & Deleting Validations & Restrictions

Action
Validations
General
  • Not Applicable
Create
  • All mandatory fields must be provided
Save
  • Not Applicable
Edit
  • All mandatory fields must be provided
Delete
  • Not Applicable

General Settings attributes 

Name

Description

System Settings
Contact information*The contact details of the organisation. It can only be a company.
Company logoThe logo of the organisation, that is displayed across the software next to CRM.COM logo.
Default System Language*System language is 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, radio buttons etc, if those elements are including fixed values (and not configurable values). Default system language is applied on all users having the organisation system language as their preferred system language.
Default Native Language*Native language is used to set up the language that will be used to translate additional information for each label, across CRM.COM software. This additional information is displayed when the mouse is placed over a specific label. Default native language is applied on all users having the organisation native language as their preferred native language.
Default Country*It is used as the preselected country during the creation of records which require a country.
Default Currency*It is used as the preselected currency during the creation of records which require a currency.
Default Home Page*The page that will automatically be displayed after log in. The default home page is applied on all users having the organisation home page as their preferred home page. The supported options are:
  • Contact Information
  • Communication Center
  • Activities
  • Subscriptions
  • Financial Transactions
  • Analytics
Enable Hot Keys

It defines if hot keys should be enabled or not. The following hot keys are supported:

  • New (CTRL+ALT+N): Hot key that triggers the New button. Applicable on both summary and data entry pages.
  • Save (CTRL+ALT+S): Hot key that triggers the Save button. Applicable only on data entry pages.
  • Edit (CTRL+ALT+E): Hot key that triggers the Edit button. Applicable only on data entry pages.
  • Back (CTRL+ALT+B): Hot key that triggers the Back button. Applicable only on data entry pages.
  • Home (CTRL+ALT+H): Hot key that triggers the Home button.
  • Close (CTRL+ALT+X): Hot key that triggers the Close button. Applicable only on modal windows.
  • Cancel (CTRL+ALT+C): Hot key that triggers the Cancel button. Applicable only on data entry pages.
Disable automatic searchIt defines if the quick search results should be automatically triggered within a period of time after the last keystroke or not. By default the automatic search is enabled.
Automatic search delay time in msec

It defines the pause period between the last keystroke and displaying the search results.

System Restrictions
Maximum number of threads per batch process*It is used by all multi-threaded batch processes to validate that the number of threads will not exceed the specified number. If a process is using more threads than allowed then the system automatically decreases the number of threads to the maximum allowed number. The maximum number of threads is also used to validate module or batch processes definitions which include attributes related with number of threads.
Max number of records for super users*The maximum number of rows that can be retrieved by each call, either through UI or Web API, by users which are classified as super users. This restriction is not applied on reports or printouts.
Max number of records for normal users*The maximum number of rows that can be retrieved by each call, either through UI or Web API, by users which are classified as standard users. This information is also validated during the configuration of the rows that can be retrieved per each summary page. This restriction is not applied on 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 TypesThe file types which are allowed to be added in the system
System Information
Organization name*The name of the organisation that is also displayed across the software.
Database name*The name of the database.
Database type*The type of the database.
Database version number*The version of the database.
Application version number*The version of the application.

Defining your own General Settings tailored to your company's needs

  1. Navigate to FOUNDATION > PLATFORM > MANAGE ADMIN SETTINGS > SET UP GENERAL SETTINGS 
  2. Either search for an existing one or from the Top Menu click on NEW
     

  3. SYSTEM SETTINGS

    1. Provide settings related to the system and its general usage

      1. Contact Information
      2. Company Logo
      3. Default System Language: Select the default system language using the drop down list
      4. Default Native Language: Select the default native language using the drop down list
      5. Default Country: Select the default country using the drop down list
      6. Default Currency: Select the default currency using the drop down list
      7. Default Home Page: Select the default how page using the drop down list
      8. Enable hot keys: Check the check box to enable hot keys
      9. Disable Automatic Search: Check the check box to disable automatic search
      10. Automatic Search Delay Time (msec)
        General settings - System settings

  4. SYSTEM RESTRICTIONS

    1. Provide information related to restrictions you would like to set up in the system



  5. SYSTEM INFORMATION

    1. Provide required information

      1. Organisation Name

    2. View information regarding the following

      1. Database Name

      2. Database Type

      3. Database Version Number

      4. Application Version Number

        General Settings - System Information

  6. From the Actions Menu click on SAVE

 

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