Enabling application features

Application features are features that are enabled for all users in NexJ CRM. You can enable and view the status of application features in the Global Application Settings page in NexJ Admin Console. You can also use this page to specify certain application-wide values or settings.

Certain features that display in the Global Application Settings page are editable only during your NexJ application deployment. These features are identified by the lock icon  lock-grey.png  next to the feature name.

Features and values in the Global Application Settings page are organized by group. The following information is listed for each feature or value.

Name

The name of the feature.

Description

The description of the feature.

State

Indicates whether the feature is enabled or disabled. For options that contain application-wide settings or values, this column displays the value. It also displays an icon to indicate which format is expected for the value, such as numeral, date, or string.

To enable and disable application features, or to specify an application-wide value associated with a feature:

  1. Navigate to the Global Application Settings page.

  2. [Optional] To narrow or group the list of features, filter by feature group, feature name, or both:

    1. In Group, select the group name of the feature.

    2. In Name, type the feature name.

    3. Click Run.

  3. In the features list, click the Action button  action_button.png  for the feature that you want to enable or disable, then select Edit.

    You cannot edit any features that are configurable only during NexJ application deployment. These features are identified by the lock icon lock-grey.png next to the feature name.

    An Edit dialog for the feature or value opens.

  4. Do one of the following:

    • Select or clear the Enabled checkbox for the feature.

    • Specify the value in the Value field. The expected value format is indicated by the icon displayed next to the value.

  5. Click OK. The Edit dialog closes.

The changes you make to enable or disable the feature or specify a value take immediate effect.

The following table describes available application features in the Global Application Settings page.

Group

System setting

Description

Birthday Mailer

Birthday Mailer

Enables users to batch print birthday mailers.

Call Records

Call Records

Enables call records functionality

Data Entitlement

ACL Rebuild Security

Enables ACL security rebuilds, for example, during data migration

Hierarchical Access

Enables hierarchy based access for entities, opportunities, and activities

Legacy Features

Legacy Ad Hoc

Enables and disables legacy ad hoc reporting for reseeding

Legacy Leads

Enables and disables legacy leads functionality. If Legacy Leads is disabled, the "Leads as Entities" feature is automatically enabled instead.

Notifications

Batch Notification

Enables batch task and document creation notifications

Optional Features








CPM

Enables users to manage Process Management forms

Draft Email

Enables users to preview a batch email before sending it to email recipients

Email Signature

Enables users to manage an email signature and include it in batch emails

Email Recipients

Enables users to view a list of selected email recipients and modify the list

Email to Serv. Req.

Enables the automatic generation of service requests from customer emails

Exchange App Logs

Enables exchange audit logging in application logs

Opportunity Reports

Enables users to generate Opportunity Detail reports from the Opportunities workspace

Service Request SLA

Enables administrators to configure rules for service level agreements and enables users to view the First Response By and Resolution By service level agreement metrics for service requests

SLA End of Day

Enables administrators to set service level agreement metrics to end of business day

Rich Text

Doc Mgr Rich Text

Enables users to convert plain text to rich text for Document Manager item notes using a batch process

Timezone

Org. timezone

The time zone used for time-based notifications and Service Level Management reporting