Security Questions

Configuration > Users > Security Questions   Related Guides: Security Questions The functionality outlined in this guide is available from v2.236+. General Settings Field Type Description Number of security questions Users are required to answer Integer The number set here determines how many questions the User needs to answer. To disable this set the value […]

Distribution Lists

Configuration > Users > Distribution Lists Related Guides: Distribution Lists Mail Campaigns Mail Campaigns and Distribution Lists Field Type Description Show a Users Distribution List Activity in their Activity Feed Checkbox Enabling this setting allows distribution list activity to show in the recent activity feed of the Overview tab of a user/prospect.  Allow adding Opportunity […]

Customer Types

Configuration > Users > Customer Types Details Field Type Description Sequence Integer Sets the order the values show in Configuration lists only. Name Free Text The name of the Customer Type which will display in lists and details tabs.

User Roles

Configuration > Users > User Roles Related Guides: Users Details Field Type Description Role Name Free Text The name of the User Role which will display in lists and details tabs. User that have this Role Multiple Select Presents a list of all Users, which can be selected to receive the role you have created. […]

Country/Region Codes

Configuration > Users > Country/Region Codes Details Field Type Description Name Free Text This is the name that will appear for this Country Code when viewed in lists / details. Alpha-2 Code Free Text  This is the (usually) 2-character code used to represent the Country when the Alpha-2 Code is specified. This can actually be […]

Customer Relationships

Configuration > Users > Customer Relationships Related Guides: Customer Relationships Details Field Type Description Sequence Integer Sets the order the values will appear in lists and dropdowns. Name Free Text Name of the Customer Relationship Popup Note Memo This is the message box where you can input the note that relates to the customers this […]

Site Fields

Configuration > Users > Site Fields Details Field Type Description Field Label Free Text The name of the Site / Asset field which will display in lists and details tabs. Sequence Integer (Site fields only) This number dictates where this field will be placed in lists. Fields with the same sequence will be sorted alphabetically. […]

Users General Settings

Configuration > Users > General Settings Related Guides: Users Field Type Description Label for the Customer/Site/User management area Free Text Determines the name/label for the 'Customers' module, presented on the main navigation menu. Show an additional level ("Top Level") for grouping Customers. Checkbox When checked, customers may be placed into groups called 'Top Levels' (similar […]

Site Contact Types

Configuration > Users > Site Contact Types Related Guides: Site Contacts Details Field Type Description Sequence Integer Sets the order the values will show in lists and dropdowns. Name Free Text The name of the Site Contact Type which will display in lists and details tabs.