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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  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.


The name of the feature.


The description of the feature.


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  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 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.

GroupSystem settingDescription
Business ProcessesOpportunity ApprovalEnables business processes and approvals for opportunities

SR ApprovalEnables business processes and approvals for service requests
Birthday MailerBirthday MailerEnables birthday mailer functionality
Call RecordsCall RecordsEnables call records functionality
Data EntitlementACL Rebuild SecurityEnables ACL security rebuilds, for example, during data migration

Hierarchical AccessEnables hierarchy based access for entities, opportunities, and activities
Legacy FeaturesLegacy Ad HocEnables legacy ad hoc reporting functionality used for reseeding
NotificationsBatch NotificationEnables batch task and document creation notifications
Optional FeaturesClient InsightsEnables Client Insights functionality
Insights datasourceEnables users to set the data source for Client Insights
Draft EmailEnables users to preview a batch email before sending it to email recipients
Email SignatureEnables users to manage an email signature and include it in batch emails
Email RecipientsEnables 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
Opportunity ReportsEnables users to generate Opportunity Detail reports from the Opportunities workspace
Service Request SLAEnables 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 DayEnables administrators to set service level agreement metrics to end of business day
Rich TextDoc Mgr Rich TextEnables users to convert plain text to rich text for Document Manager item notes using a batch process
SLMBatch Email for SLMEnables using SLM touches in batch emails

SLM TodayThe value of "today" in SLM calculations. If not specified, the current date is used.
TimezoneOrg. timezoneThe time zone used for time-based notifications and Service Level Management reporting