System behavior fields

Field	Description
Allow coaching in CRM	Specify whether to make on-screen coaching available to all users.
Allow external URLs in website gadgets	Select this checkbox to enable external URLs in the website gadgets. This makes Sage CRM less secure, because users can be potentially redirected to a malicious URL. Clear this checkbox to tighten Sage CRM security and prevent the users from being redirected to a malicious URL. When Allow external URLs in website gadgets is cleared (default), the website gadgets can only contain static URLs that begin with #crm_server#. This guarantees that a URL can only reference a file located on the Sage CRM server, for example: Copy `#crm_server#/StaticContent/<HTML File Name>`
Allow mail merge to Word	Allows users to perform mail merges that create Microsoft Word documents and PDF files. When this option is set to No, users can only perform mail merges that create PDF files.
Allow mass operations	Specify whether the mass delete, mass update, and update territory functionality is available to the 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.
Calendar refresh interval	Sets the refresh rate in seconds for the Calendar and Calendar List tab. To disable refresh, set this value to a blank value or 0.
Case refresh interval	The refresh rate in seconds for the list of cases in the Cases tab. To disable refresh, set this value to a blank value or 0.
Communication refresh interval	Sets the refresh rate in seconds for the list of communications in the Communications tab. To disable refresh, set this option to a blank value or 0.
Company Notes tab shows	Specifies what to display in the Notes tab for a Company record. Possible values: Company And Person Notes. The Notes tab displays the notes that were added in the context of the company and the person associated with the company. Company Notes Only. The Notes tab displays only the notes that were added in the context of the company.
Custom server name for internal reqs	Specifies 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
Dashboard enabled	Specifies whether to enable the Interactive Dashboard for all users.
Deduplication	Specifies whether deduplication is enabled. Yes (default for new installations). Deduplication is enabled. No. Deduplication is disabled. For more information on deduplication, see Deduplication.
Deduplication rule	Specifies an operator to use in the Lead deduplication rules. Possible values: And. Causes the deduplication rules to look for the same values in both the Lead company name and Lead person last name fields. Or. Causes the deduplication rules to look for the same values in either the Lead company name or Lead person last name field.
Default area code	Sets the default area code to use in the telephone numbers.
Default country code	Sets the default international dialling country code to use in the telephone numbers.
Default CSV file export delimiter	Specifies the default delimiter to use in comma-separated values (CSV) files. Set this option to comma (,), semi-colon (;), or tab. When you use the Export to File button on, for example, the results of a company search, the created CSV file will use the delimiter set in this option. The value set in this option is also used for data uploads from CSV files. Please make sure the delimiter in the import file matches the delimiter set in user preferences. Users can override the value in this option by selecting their preferred CSV file export delimiter in <My Profile> \| Preferences. For more information, see CSV input/output matrix.
Default language	Sets the default language to apply to new users added in <My Profile> \| Administration \| Users. This option also defines the language to use on the logon screen.
Default system theme	Specifies the default system theme. This theme is applied when a new user is added to the system. This theme is also applied when a user selects Set to System Defaults in <My Profile> \| Preferences. This field is available only when two or more themes exist in Sage CRM. By default, a new installation of Sage CRM has only one theme (Contemporary). When you upgrade Sage CRM, all themes that existed in the previous version of Sage CRM remain available in the new Sage CRM version.
Detect duplicate emails	Specifies whether to prevent users from creating Person, Company, or Lead records with duplicate emails. When this option is set to Yes, 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. That is, a Person, a Company, and a Lead record can have the same email address, but two Person records cannot.
Enable Sage CRM Ally	Enables or disables an AI chatbot called Sage CRM Ally for all users. The chatbot is trained on the Sage CRM official documentation and can answer questions about Sage CRM. Yes (default). Enables Sage CRM Ally for all users and displays the chatbot icon in the lower right corner of the Sage CRM window. A user can select the icon to ask questions about Sage CRM. When Yes is selected, you can disable Sage CRM Ally for a particular user in the user preferences. No. Disables Sage CRM Ally for all users, helping to improve Sage CRM performance. Sage CRM Ally is still in development and may give irrelevant or inaccurate answers. Always double-check the information provided by the chatbot.
External dial prefix	Sets the prefix that users in your organization dial to gain access to an outside line and call an external telephone number.
Home page URL	Displays a new button on the menu with a link to the URL.
HTML elements blocked by filter	Specifies the HTML tags you want the global XSS filter to block. This option applies only when Use global XSS filter is set to Yes.
Internal number length	Sets the length (in digits) of internal telephone numbers in your organization. This option enables Sage CRM to determine whether an incoming or outbound call is an internal or external number.
Maximum number of occurrences	Sets the maximum number of occurrences for recurring tasks and meetings. This value applies to tasks and meetings created with the Recurring Communications feature.
Opportunity refresh interval	Sets the refresh rate in seconds for the list of opportunities in the Opportunities tab. To disable refresh, set this value to a blank value or 0.
Pipeline chart style	Sets the style to apply to pipeline charts. Possible values: Rectangle Cylinder
Recent list length	Sets the maximum number of entries in the Recent list. The maximum value is 40.
Search select advanced fields grid size	Sets the maximum number of entries in the Search Select Advanced lists.
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 GCRM-based integrations Exchange Integration
Server time zone	Sets the time zone of the Sage CRM 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 Sage CRM server setting. If you change this value, you must stop and restart IIS.
Show pipeline for companies/people	Specifies whether to display the opportunity and case pipeline at the company and person level. Possible values: Yes. Enables users to view the opportunity and case pipeline from the company and person level. With this value set, users can view the forecasting information intended for their colleagues. No. Hides the opportunity and case pipeline. Select this value to prevent users from viewing forecasting information intended for their colleagues.
Show tags	Allows you to show or hide the Tags element on the entities that support tags. A tag is a label a user can add to records in Sage CRM to classify them. Tags in Sage CRM work similar to hashtags in some social networks. For example, a user can create a group that includes records with the same tag or generate a report on such records. For more information about tags, see the User Help. Possible values: Yes default. Displays the Tags element on the entities that support tags. This element enables the users to add and remove tags. No. Hides the Tags element on the entities that support tags, but keeps the existing tags in the system. Hiding the Tags element prevents the users from adding or removing tags. Hiding Tags does not affect the reports and groups that use existing tags - they continue to work as before.
Use area code	Specifies whether to display area codes in Sage CRM.
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.
Use companies	Specifies whether to use companies in Sage CRM.
Use country code	Specifies whether to display country codes in Sage CRM.
Use Exchange Integration	Specifies whether to use Exchange Integration. Set to Yes to enable integration with on-premises Exchange Server or cloud-based Exchange Online. For more information, see Enabling Exchange Integration.
Use global XSS filter	Specifies whether to enable the cross-site scripting (XSS) filter on all Sage CRM screens. When enabled, the global XSS filter looks for and blocks the code that performs malicious actions: adds buttons on the screens, loads external content, and so on. When the filter is enabled, you can make it more strict by specifying the HTML tags you want the filter to block in the HTML elements blocked by filter option.
Use individuals	Specifies whether to use individuals in Sage CRM.
Use local help files	Select which help files display 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 in the cloud. 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.
Use opportunity items	Select one of the following: Quotes and Orders. Enables the full product management feature and the Quotes and Orders tab within Opportunities. Opportunity Items. Available only if you've upgraded from an earlier version of Sage CRM. This field is available only when there are one or more Opportunity Item records in the OpportunityItems database table. Opportunity Item is a legacy entity which has been discontinued.
User rights to see system expiry warning	Sets who can see the expiry warning message in Sage CRM. This option applies only if your Sage CRM license includes the System Expiry option. The expiry warning message displays after each logon when the expiry date is within thirty days or less. Possible values: No Admin Rights. All users can view the expiry warning message. Info Manager. Only info managers and system administrators can view the expiry warning message. System Admin. Only system administrators can view the expiry warning message.

Allow coaching in CRM

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

Allow external URLs in website gadgets

Select this checkbox to enable external URLs in the website gadgets. This makes Sage CRM less secure, because users can be potentially redirected to a malicious URL.

Clear this checkbox to tighten Sage CRM security and prevent the users from being redirected to a malicious URL.

When Allow external URLs in website gadgets is cleared (default), the website gadgets can only contain static URLs that begin with #crm_server#. This guarantees that a URL can only reference a file located on the Sage CRM server, for example:

Copy

#crm_server#/StaticContent/<HTML File Name>

Allow mail merge to Word

Allows users to perform mail merges that create Microsoft Word documents and PDF files. When this option is set to No, users can only perform mail merges that create PDF files.

Allow mass operations

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

Calendar refresh interval

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

Case refresh interval

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

Communication refresh interval

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

Company Notes tab shows

Specifies what to display in the Notes tab for a Company record. Possible values:

Company And Person Notes. The Notes tab displays the notes that were added in the context of the company and the person associated with the company.
Company Notes Only. The Notes tab displays only the notes that were added in the context of the company.

Custom server name for internal reqs

Specifies 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

Dashboard enabled

Specifies whether to enable the Interactive Dashboard for all users.

Deduplication

Specifies whether deduplication is enabled.

Yes (default for new installations). Deduplication is enabled.
No. Deduplication is disabled.

For more information on deduplication, see Deduplication.

Deduplication rule

Specifies an operator to use in the Lead deduplication rules.

Possible values:

And. Causes the deduplication rules to look for the same values in both the Lead company name and Lead person last name fields.
Or. Causes the deduplication rules to look for the same values in either the Lead company name or Lead person last name field.

Default area code

Sets the default area code to use in the telephone numbers.

Default country code

Sets the default international dialling country code to use in the telephone numbers.

Default CSV file export delimiter

Specifies the default delimiter to use in comma-separated values (CSV) files. Set this option to comma (,), semi-colon (;), or tab.

When you use the Export to File button on, for example, the results of a company search, the created CSV file will use the delimiter set in this option. The value set in this option is also used for data uploads from CSV files. Please make sure the delimiter in the import file matches the delimiter set in user preferences.

Users can override the value in this option by selecting their preferred CSV file export delimiter in <My Profile> | Preferences. For more information, see CSV input/output matrix.

Default language

Sets the default language to apply to new users added in <My Profile> | Administration | Users. This option also defines the language to use on the logon screen.

Default system theme

Specifies the default system theme. This theme is applied when a new user is added to the system. This theme is also applied when a user selects Set to System Defaults in <My Profile> | Preferences.

This field is available only when two or more themes exist in Sage CRM. By default, a new installation of Sage CRM has only one theme (Contemporary).

When you upgrade Sage CRM, all themes that existed in the previous version of Sage CRM remain available in the new Sage CRM version.

Detect duplicate emails

Specifies whether to prevent users from creating Person, Company, or Lead records with duplicate emails.

When this option is set to Yes, 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.

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

Enable Sage CRM Ally

Enables or disables an AI chatbot called Sage CRM Ally for all users.

The chatbot is trained on the Sage CRM official documentation and can answer questions about Sage CRM.

Yes (default). Enables Sage CRM Ally for all users and displays the chatbot icon in the lower right corner of the Sage CRM window. A user can select the icon to ask questions about Sage CRM.

When Yes is selected, you can disable Sage CRM Ally for a particular user in the user preferences.
No. Disables Sage CRM Ally for all users, helping to improve Sage CRM performance.

Sage CRM Ally is still in development and may give irrelevant or inaccurate answers. Always double-check the information provided by the chatbot.

External dial prefix

Sets the prefix that users in your organization dial to gain access to an outside line and call an external telephone number.

Home page URL

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

HTML elements blocked by filter

Specifies the HTML tags you want the global XSS filter to block. This option applies only when Use global XSS filter is set to Yes.

Internal number length

Sets the length (in digits) of internal telephone numbers in your organization. This option enables Sage CRM to determine whether an incoming or outbound call is an internal or external number.

Maximum number of occurrences

Sets the maximum number of occurrences for recurring tasks and meetings. This value applies to tasks and meetings created with the Recurring Communications feature.

Opportunity refresh interval

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

Pipeline chart style

Sets the style to apply to pipeline charts. Possible values:

Rectangle
Cylinder

Recent list length

Sets the maximum number of entries in the Recent list. The maximum value is 40.

Search select advanced fields grid size

Sets the maximum number of entries in the Search Select Advanced lists.

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
GCRM-based integrations
Exchange Integration

Server time zone

Sets the time zone of the Sage CRM 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 Sage CRM server setting. If you change this value, you must stop and restart IIS.

Show pipeline for companies/people

Specifies whether to display the opportunity and case pipeline at the company and person level.

Possible values:

Yes. Enables users to view the opportunity and case pipeline from the company and person level. With this value set, users can view the forecasting information intended for their colleagues.

No. Hides the opportunity and case pipeline. Select this value to prevent users from viewing forecasting information intended for their colleagues.

Show tags

Allows you to show or hide the Tags element on the entities that support tags.

A tag is a label a user can add to records in Sage CRM to classify them. Tags in Sage CRM work similar to hashtags in some social networks. For example, a user can create a group that includes records with the same tag or generate a report on such records.

For more information about tags, see the User Help.

Possible values:

Yes default. Displays the Tags element on the entities that support tags. This element enables the users to add and remove tags.
No. Hides the Tags element on the entities that support tags, but keeps the existing tags in the system. Hiding the Tags element prevents the users from adding or removing tags. Hiding Tags does not affect the reports and groups that use existing tags - they continue to work as before.

Use area code

Specifies whether to display area codes in Sage CRM.

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.

Use companies

Specifies whether to use companies in Sage CRM.

Use country code

Specifies whether to display country codes in Sage CRM.

Use Exchange Integration

Specifies whether to use Exchange Integration. Set to Yes to enable integration with on-premises Exchange Server or cloud-based Exchange Online. For more information, see Enabling Exchange Integration.

Use global XSS filter

Specifies whether to enable the cross-site scripting (XSS) filter on all Sage CRM screens. When enabled, the global XSS filter looks for and blocks the code that performs malicious actions: adds buttons on the screens, loads external content, and so on.

When the filter is enabled, you can make it more strict by specifying the HTML tags you want the filter to block in the HTML elements blocked by filter option.

Use individuals

Specifies whether to use individuals in Sage CRM.

Use local help files

Select which help files display 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 in the cloud. 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.

Use opportunity items

Select one of the following:

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

This field is available only when there are one or more Opportunity Item records in the OpportunityItems database table. Opportunity Item is a legacy entity which has been discontinued.

User rights to see system expiry warning

Sets who can see the expiry warning message in Sage CRM. This option applies only if your Sage CRM license includes the System Expiry option. The expiry warning message displays after each logon when the expiry date is within thirty days or less.

Possible values:

No Admin Rights. All users can view the expiry warning message.
Info Manager. Only info managers and system administrators can view the expiry warning message.
System Admin. Only system administrators can view the expiry warning message.