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Preferences in Settings and maintenance

Updated on 1 Jun 2022

Administrators can set preferences for various functions in the system for specific users, user groups, or for the entire SuperOffice CRM (global preferences).

The groups of preferences are:

  • Contact
  • Default values
  • Diary
  • E-mail
  • Filter Dialog
  • Freetext search
  • Functions
  • Grouped lists
  • Marketing
  • Notifications via e-mail + popup + SMS
  • Request
  • Sale
  • Sorting
  • System
  • Tooltip
  • Visual effects
  • Web server
  • Web Services

Global preferences (for the whole system) include:

  • Statistics
  • Functions
  • E-mail
  • Grouped lists
  • Marketing
  • Mobile CRM
  • Sale
  • SuperOffice Service system settings
  • System
  • SMS configuration
  • Customer Centre password policy
  • Preferences
  • Levels for preference settings
  • View preferences in SuperOffice CRM
  • Global preferences

 

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