System behavior fields

Field

Description

Use Companies

Specifies whether companies are used in the application.

Use Individuals

Specifies whether individuals are used in the application.

Use Country Code

Specifies whether country codes are displayed in the application.

Use Area Code

Specifies whether area codes are displayed in the application.

Default Language

The default language of the Logon screen and the default language set for new users added in <My Profile> | Administration | Users.

Deduplication

When set to Yes, deduplication functionality is enabled.

Use Opportunity Items

Select one of the following:

  • Quotes and Orders. Enables the full product management feature and the Quotes and Orders tabs within Opportunities.
  • Opportunity Items. Available only if you've upgraded from an earlier version of Sage CRM.

Maximum Number Of Occurrences

Upper limit for task or meeting creation using the Recurring Communications feature.

Home Page URL

Displays a new button on the menu with a link to the URL.

Server Time Zone

Time zone of the server. There are 75 time zones to select from. The one you select defines what daylight settings are used, so you must be careful in selecting the correct zone. The zone selected must correspond exactly to the server setting. Therefore, you must stop and restart IIS if you change the time zone in Sage CRM.

Communication Refresh Interval

The refresh rate in seconds for the Calendar list. It is disabled when set to zero.

Opportunity Refresh Interval

The refresh rate in seconds for the Opportunity My CRM list. It is disabled when set to zero.

Case Refresh Interval

The refresh rate in seconds for the Case My CRM list. It is disabled when set to zero.

Show Pipeline For Company/People

When set to Yes, users can see the opportunity and case pipeline from the company and person level. The option is typically set to No to prevent other users from viewing their colleagues’ forecasting information.

Company Notes Tab Shows

Select from Company And Person Notes, or Company Notes Only. The default setting is Company And Person Notes. This means that a note added in the context of a person is also displayed on the Company Notes tab. If you want notes added in the context of a person to only display in the context of a person, select Company Notes Only.

Allow Coaching in CRM

Specify whether to make on-screen coaching available to users.

Allow Mass Update And Update Territory

Specify whether to make the mass update and update territory functionality available to users.

Analytics

Web analytics tracks how users interact with Sage CRM and the device they use to view the system but doesn't collect any personal data. This information is used to improve Sage CRM. You can turn analytics on or off.

Use Exchange Server Integration

Set to Yes to enable Exchange Server Integration. For more information, see Enabling Exchange Integration.

Once this is set to Yes, it is not recommended to switch it back to No (which re-enables Classic Outlook Integration) unless under guidance from a Sage CRM support professional.

Recent List Length

Specify the size of the Recent List. The maximum length is 40.

Search Select Advanced Fields Grid Size

Specify the size of Search Select Advanced lists.

Default System Theme

Specify the default system theme. This is the default theme applied when a new user is added to the system. It is also the theme applied if the user clicks Set To System Defaults in <My Profile> | Preferences in edit mode.

On a new installation of Sage CRM, only the Contemporary theme is available. When you upgrade Sage CRM, all themes that existed in the previous version of the product remain available in the new Sage CRM version.

Default CSV File Export Delimiter

Set the delimiter to comma, semi-colon, or tab. When you use the Export To File button on, for example, the results of a company search, the CSV export will use the delimiter you have set. This makes for easier conversion to suit your native version of MS Excel. Users can override this setting by selecting their preferred CSV File Export Delimiter in <My Profile> | Preferences. For more information, see CSV input/output matrix.

This setting also impacts data uploads from CSV files. Please make sure the delimiter in the import file matches the delimiter set in User Preferences.

Use local help files

Select which help files are displayed to users and system administrators when they click the Help button.

Possible values:

  • Yes. Displays help files installed on the Sage CRM server.
  • No. Displays help files hosted on dedicated web servers. When this value is selected, the computers from which users and system administrators access help files must be connected to the Internet.

This field is available only when help files are installed on your Sage CRM server. For more information, see Installing help files locally.

User Rights To See System Expiry Warning

If your license includes the System Expiry option, you can select the level of user who will see the expiry warning message. If No Admin Rights is selected, all users see the warning message. If Info Manager is selected, Info Managers and Administrators see the message. If System Admin is selected, only Administrators see the message.

The message is displayed after each logon when the expiry date is within thirty days or less.

Allow Mail Merge to Word

Allows users to perform mail merges that create Microsoft Word documents and also to perform mail merges that create PDFs. If Allow Mail Merge to Word is set to no, users can only perform mail merges that create PDFs.

Send internal reqs to actual server name

Allows you to specify a Sage CRM server name to use for internal requests.

Possible options:

  • Yes. Specifies to use the actual Sage CRM server name for internal requests.
  • No. Allows you to enter a custom server name in the Custom server name for internal reqs field.

The server name you specify is used to send internal requests in the following Sage CRM features:

  • Mail Merge
  • Data Upload
  • MailChimp Integration
  • Swiftpage Integration
  • GCRM-based integrations
  • Exchange Integration

Custom server name for internal reqs

Enter the custom server name you want to use for internal requests. The custom server name must include the protocol: http:// or https://.

Example:

http://localhost

Use browser session security

Allows you to control whether users can connect to their current Sage CRM session by using the same SID and access URL on a different computer.

Possible values:

  • Yes (recommended). Prevents users from connecting to their current Sage CRM session by using the same SID and access URL on a different computer.
    Cookies must be enabled on all client computers.
  • No. Allows users to connect to their current Sage CRM session by using the same SID and access URL on a different computer.
    Select this value if cookies are not enabled on all client computers.