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Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Activate SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- Service
- AI services
- App Store
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-
Menu
-
Admin guide
- Get started
- User administration
- GDPR privacy settings
- Manage lists
- Manage document templates
- System preferences & video meetings
- Workflow guides
- Quote management
- Activate SAINT
- Import contacts & products
- Create fields
- Configurable screens
- Chat setup
- Service
- AI services
- App Store
-
Admin guide
Preferences in Settings and maintenance
Updated on 20 Oct 2021
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:
- Default values
- Diary
- Functions
- Grouped lists
- Sorting
- System
- Visual effects
Global preferences (for the whole system) include:
- Functions
- Grouped lists
- Mobile CRM
- Sale
- SuperOffice Service system settings
- System
- SMS configuration
- Customer Centre password policy
- Preferences
- Levels for preference settings
- View preferences in SuperOffice CRM
Related:
- Active settings - Help file
- View preferences in SuperOffice CRM - Help file
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