Determines the default first page when you log on. For example, Dashboard, Calendar, Case List, or Opportunity List. It is possible to add a new drop-down entry in <My Profile> | Administration | Customization | Translations to allow users to see a .ASP or .NET page as their first page. The caption family for this drop-down list is DefaultToDo. Enter the custom page name in Caption Code, for example, MYPAGE.ASP. For more information, see Translations list.

Empties the Recent List each time you log off and back on again. The Recent List remembers the most recent pages you have visited in Sage CRM.

Makes the Solutions tab available in My CRM.

Makes the Outbound Calls Lists tab available in My CRM.

Currency in which monetary fields are displayed to the user. Implementation dependent.

Displays the graphical pipeline of leads on the Leads tab within My CRM and Team CRM.

Displays the graphical pipeline of opportunities on the Opportunities tab within My CRM, Team CRM, Company and Person contexts.

Displays the cases pipeline on the Cases tab within My CRM, Team CRM, Company and Person contexts.

Determines the default maximum length of lists and grids on a page.

The way in which the New Email screen is displayed. Select from Normal or Popup or Split. The Normal and split options are ignored if you're working with Sage CRM in Outlook. In this case, a new email is always displayed in a popup window.

The way in which the Line Item screen is displayed.

The default orientation (Portrait or Landscape) used on the Report Display Options page for producing a report in PDF format.

The default page size used on the Report Display Options page for producing a report in PDF format.

• On. Turns coaching on for all screens for which it is available. With this setting, the full coaching content is displayed in a panel at the top any screens that have coaching content.
• Off. Turns all coaching off.
• Minimized. The coaching panel does not appear automatically at the top of the screen. Instead, users can click the Maximize On-screen Coaching button to view the full frame for an individual screen. This setting might be employed for users who are familiar with Sage CRM and might need to view coaching only rarely.
• Customized. Allows users to minimize coaching on some screens while leaving it maximized on others.

Allows you to select how the main menu is displayed.

Possible values:

• Always. Moves all main menu items, both standard and custom, to the three-line menu (☰) located in the top left corner of the Sage CRM screen. Use this value when the main menu doesn't fit in the Sage CRM screen because it includes many items or item names are long.
• Automatically. Moves all main menu items to the three-line menu (☰) on narrow screens only. Otherwise, the main menu is displayed at the top of the screen.

Select the default theme for the user. A theme defines how the Sage CRM user interface looks. It is a combination of content layouts, icons, and user interface colors. Themes don't apply to User Help, System Administrator Help, and Self Service.

The delimiter that the CSV uses when the user clicks Export to File. This setting does not affect the Excel CSV format, which is always tab delimited. For more information, see CSV input/output matrix.

This setting impacts data uploads from CSV files. Ensure the delimiter in the import file matches the delimiter set in <My Profile> | Preferences.

Sets the default tab that's displayed when a user drills into a Company.

The default email template used when using the embedded email editor.

The default From email address used in the New Email screen. You can change your default From address if you have been given permission to send emails from other accounts.

Set to Desktop Version if you want to use the desktop version of Sage CRM from a tablet device. Set to Tablet Version is you want to use the Tablet theme from a tablet device.

The default calendar view.

The start time of the calendar view on communications, and the shaded area in the meeting planner.

The end time of the calendar view on communications, and the shaded area in the meeting planner.

The first day of the weekly calendar view.

Date format preference. For example, select mm/dd/yyyy to see the date in Month/Day/Year format.

• Yes. Uses AM/PM time format.
• No. Uses 24hr format.

The time zone for the user.

Consider the following: 

• The selected time zone defines the daylight saving time setting for the user.

  If the Sage CRM server is configured to automatically adjust to daylight saving time, this setting applies to all Sage CRM users even if they have not enabled automatic daylight saving time on their computers.

• To add a new time zone to the list, go to <My Profile> | Administration | Translations.

  For each new time zone, you must add a new entry to the following caption families:

  • TimeZoneDelta. Stores time zone values in the legacy GMT format.

  • TimeZoneDeltaJava. Stores time zone values in the UTC format.

  • TimeZoneDeltaUTC . Stores time zone values with GMT/UTC offsets used by Apache Tomcat.

Follow the exact format of the existing entries.

The preferred way to view decimal point. For example, period (.) or comma (,).

The preferred number of decimal places to be displayed. For example, 2. The maximum number of decimal places that can be set is 9.

The preferred way to view the thousand separator. For example, period (.) or comma (,).

The way in which the reminder is sent out for a high priority Communication, if the Send Reminder Message check box was checked.

The way in which the reminder is sent out for a normal priority Communication, if the Send Reminder Message check box has been checked.