A user option is a way to enable application features for a user, user type, or for the system. You can enable and disable user options in the User Options tab on the Personalization page in NexJ Admin Console.
Features are enabled or disabled by default, even though they may not appear in the Options list in User Options. If necessary, add user options to the list to change enablement settings.
To enable or disable a user option:
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Navigate to the User Options tab on the Personalization page and click the Select button
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You can use the search bar to filter the list of user options using the * character as a wildcard. For example, searching for *cam* will retrieve the Enable Campaigns user option. Add the desired options to the list on the right. By default, the Enabled checkboxes are selected.
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Select or clear the checkbox for each user option to enable or disable the option.
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Click OK.
The options you selected now appear in the options list. You can enable and disable these options directly from the list by clicking the Enabled checkbox.
If NexJ CRM is currently running, you will have to restart it for the changes to take effect.
User options for the 9.3 UI
As of NexJ CRM 9.3, the following user options are supported:
|
User Option |
Description |
|---|---|
|
Default Create Folder Setting |
Enables creating folders in the Document Manager by default for new users, user groups, or teams. After enabling this option, the Create Folder checkbox is selected by default in the Add User, Add User Group, and Add User Team dialogs in NexJ Admin Console. Folders have view and edit security set to the user, user group, or team for which they were created. |
|
Enable Client Side Error Logging |
Allows you to copy error traces to the clipboard if you encounter unhandled exceptions pertaining to the portal container. You can use the traces to find details about errors. |
|
Enable Contact's Company for Acts |
Adds a contact's company to the For field when a contact is added to the For field for all activities. |
|
Enable CopyMerge Semantics |
Preserves the source entity when an entity is merged. After the merge, the source entity is made inactive. Data from the source is copied to the target using existing merge rules. Disable this option to delete the source entity when merging entities. |
|
Enable Create Folder |
Displays the Create Folder checkbox in the Add User, Add User Group, and Add User Team dialogs in NexJ Admin Console. Selecting this checkbox allows the new user, group, or team to create folders in the Document Manager workspace. |
|
Enable Customer Self-Service Access |
Enables access to the NexJ Self-Service Client Portal. |
|
Enable Favorite User List to include self |
Enables a user to add self to a favorite user list. |
|
Enable Forced Logging |
Controls logging for batch email and batch print. Selects the following checkboxes:
Users can clear these checkboxes only after you disable forced logging. |
|
Enable Inbound For Contact Synchronization |
Enables matching the email addresses of attendees in a Microsoft Outlook meeting with contacts visible to the meeting creator in NexJ CRM. If any matches are identified, the matching contacts are included in the For field of the schedule item. If a single email address matches multiple contacts, all contacts are included. For more information about suggested settings for this user option, see Limiting visibility of contacts in schedule items. |
|
Enable Inbound Sync for private meetings with multiple participants |
With Hierarchical Access Model security enabled, you can enable synchronizing private meetings with multiple participants from Microsoft Outlook to NexJ CRM. |
|
Enable Meeting Alarm Synchronization |
Enables bidirectional synchronization of reminders (alarms) for both recurring and non-recurring meetings. |
|
Enable Native Message List Integration |
Enables the user to receive messages in the native message list on their mobile device. |
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Enable Notifications by Email |
Enables delivery of notifications to the email address associated with a user. |
|
Enable Parent Coverage Updates |
Enables the ability for coverage changes made to child records to cascade upwards to parent records. Disable this option if you want coverage inheritance to cascade only from parent to child rather than the default bidirectional inheritance. Disabling this option also sets coverage to read-only for child entities. |
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Enable Participant Response Synchronization |
Enables synchronizing the attendance status of participants in meetings from Microsoft Outlook to NexJ CRM. |
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Enable Recent Documents |
Enables recent documents on the Home workspace. |
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Enable Recent Emails |
Enables recent emails on the Home workspace. |
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Enable Recent Schedule Items |
Enables recent schedule items on the Home workspace. |
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Enable Recent Tasks |
Enables recent tasks on the Home workspace. |
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Enable Regions for Notifications |
Enables restricting delivery of notifications to users who belong to the same coverage region as the user who creates or modifies the item for which a notification is sent. |
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Enable Security Check on Inbound For Contact Synchronization |
Specifies which contacts populate the For field when a schedule item is synchronized from Microsoft Outlook to NexJ CRM. When a schedule item is synchronized, the contacts for whom the schedule item is created populate the For field in schedule item dialogs. When this user option is enabled, only the contacts that are visible to all attendees populate the For field. When this user option is disabled, all of the contacts populate the For field, regardless of their visibility settings. For more information about suggested settings for this user option, see Limiting visibility of contacts in schedule items. |
|
Enable Task Alarm Synchronization |
Enables bidirectional synchronization of reminders for tasks. |
User options for the classic UI and replacement privileges for 9.3
As of NexJ CRM 9.3, the following user options have been replaced by privileges. For more information, see NexJ CRM privileges.
|
User option |
New privilege that replaces user option for 9.3 release |
|---|---|
|
Enable Households |
mda:HouseholdEnabled |
|
Enable Time Zones |
mda:TimeZonesEnabled |
User options for the classic UI and replacement privileges for 9.2
As of NexJ CRM 9.2, the following user options only affect the classic UI that is used in the 8.X releases. The majority of the user options have been replaced by privileges for the 9.2 release. For more information, see NexJ CRM privileges and NexJ CRM sample data.
|
User option |
New privilege that replaces user option for 9.2 release |
|---|---|
|
Enable Batch Email from Document Manager |
mda:DocMgrBatchEmailEnabled |
|
Enable Batch Print from Document Manager |
mda:DocMgrBatchPrintEnabled |
|
Enable Canada Address Lookup |
Not applicable
|
|
Enable Default for Contact |
mda:DefaultForContactEnabled |
|
Enable Contact's Company for Acts |
mda:ContactsCompanyForActsEnabled |
|
Enable Display of External Contacts |
mda:DisplayExternalContactsEnabled |
|
Enable Extended Custom Fields |
mda:ExtendedCustomFieldsEnabled |
|
Enable Financial Model |
mda:FinancialModelEnabled |
|
Enable Meeting Invitations |
mda:MeetingInvitationsEnabled |
|
Enable Multi-Select in Call Lists Grid |
Not applicable (by default, multi-select is enabled) |
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Enable Multi-Select in Contacts Grid |
Not applicable |
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Enable Multi-Select in Leads Grid |
Not applicable |
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Enable Opportunities |
mda:OpportunitiesEnabled |
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Enable Public Schedules and Tasks |
mda:PrivateSchedulesTasksEnabled |
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Enable Products |
mda:ProductsEnabled |
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Enable Regionalized Tiers |
RegionalizedTiersEnabled |
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Enable Recipient Screen When Notification Rule Satisfied |
Not applicable |
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Enable Service Requests |
mda:ServiceRequestsEnabled |
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Enable Tier Inheritance for Contacts |
TierInheritanceEnabled |
|
Enable User Fields |
mda:UserFieldsEnabled |