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

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

The default calendar view.

The delimiter that the target 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.

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

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

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 decimal point. For example, period (.) or comma (,).

The default email address to add to the From field on the New Email screen. The user can change the default From address if they have permissions to send emails from other accounts.

The default email template to use in the embedded email editor.

Sets the default tab that's displayed when the user opens a Company record.

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

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 low 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.

Sets the default timestamp to apply to the email messages the user imports from Microsoft Exchange Online.

The timestamp selected in this option is also selected by default in Timestamp for imported emails on the screen where the user imports messages from Microsoft Exchange Online. The user can change the timestamp in Timestamp for imported emails before they start importing messages.

Possible values:

• Use email date. Marks the imported messages with their original sent date (if the messages are outgoing) or received date (if the messages are incoming).

• Use current date. Marks the imported messages with the current date.

Allows you to select how the main menu is displayed to the user.

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.

The way in which the New Email screen is displayed.

Possible values:

• Normal

• Popup

• Split

Empties the Recent List each time the user logs off and back on again. The Recent List displays the most recent pages the user has visited in Sage CRM.

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

The way in which the Line Item screen is displayed.

Determines the default first page to display when the user logs in. For example, Dashboard, Calendar, Case List, or Opportunity List.

You can add a new drop-down entry in <My Profile> | Administration | Customization | Translations to allow the user to view an .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.

The first day of the weekly calendar view.

• 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, the user can select the Maximize On-screen Coaching button to view the full frame for an individual screen. You can use this setting for the users who are familiar with Sage CRM and rarely need to view coaching.
• Customized. Allows the user to minimize coaching on some screens while leaving it maximized on others.

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.

This field is available only if Sage CRM2023 R2 was upgraded from a previous version where existed any other themes except Contemporary.

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

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

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

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.

Specifies whether the cases pipeline, leads pipeline, and opportunities pipeline show stages that do not have any records. By default, set to Yes.

This option is available only if the pipeline chart is configured to be displayed as a rectangle.

Makes the Outbound Calls Lists tab available in My CRM.

Displays the Solutions tab in My CRM.

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

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.