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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
- 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
- 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
Related:
- Active settings - Help file
- View preferences in SuperOffice CRM - Help file
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