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

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.

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

For example, you need to set this option to Yes in order to delete documents and communications from the Person or Lead records in a group.

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.

The refresh rate in seconds for the list of cases on the Cases tab. To disable refresh, set this value to a blank value or 0.

Select how you want to display the pipeline chart.

The refresh rate in seconds for the list of communications on the Communications tab. To disable refresh, set this value to a blank value or 0.

The refresh rate in seconds for the Calendar and Calendar List tab. To disable refresh, set this value to a blank value or 0.

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.

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

When set to Yes, deduplication functionality is enabled.

The area or city code for the area or city you are located in.

The international country code for the country you are located in.

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.

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

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.

Prevents users from creating Person, Company, or Lead records with duplicate emails.

With this option enabled, if a user is adding or editing a Person, Company, or Lead record and tries to assign an email that is already used by another record of the same type in the system, an error occurs.

For example, a Person, a Company, and a Lead record can have the same email address, but two Person records cannot.

The digit used in your organization to make a telephone call outside the company (external call), for example, 9 or 0. The number will already have been set up on the telephony server.

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

The number of digits in your organization's extension numbers. This is set to 4 by default. This field enables Sage CRM to determine whether an incoming or outbound call is an internal or external number.

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

The refresh rate in seconds for the list of opportunities on the Opportunities tab. To disable refresh, set this value to a blank value or 0.

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

Specify the size of Search Select Advanced lists.

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
• GCRM-based integrations
• Exchange Integration

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.

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.

Specifies whether area codes are displayed in the application.

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.

Specifies whether companies are used in the application.

Specifies whether country codes are displayed in the application.

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

Specifies whether individuals are used in the application.

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.

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.