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Preference Fields

The table below describes the standard fields.

Field	Description
Log Me In To	Determines the default first page when you log on. For example, Dashboard, Calendar, Case List, or Opportunity List.
Empty Recent List For Each Session	The Recent List "remembers" the most recent pages you have visited in CRM. Selecting Yes empties the Recent List each time you log off and back on again.
Recent List Activation By	Options available are Click and Hover, as the Recent List can be viewed by clicking on or hovering over the Recent button. Please refer to Appointments and Tasks for more information.
Pop Out List Activation By	Select from Hover or Click. You can hover or right-click on the menu buttons to activate the Pop Out lists.
My Default Find Screen	Determines the Find screen that appears at the beginning of a session. Note that the system "remembers" your last Find, until you change it. This means you can set your default Find screen to be Company. However, as soon as you search by Person, the next time you press Find, the person Find page is displayed.
Show Solutions In My CRM	Makes the Solutions tab available in the My CRM work area. The System Administrator must give you rights to view Solutions for this option to appear.
Show Outbound Calls In My CRM	Makes the Outbound Calls tab available in the My CRM work area.
Currency	Currency in which monetary fields are displayed to the user. Implementation dependent.
Show Leads Pipeline	Displays the graphical pipeline of leads in the Leads tab within My CRM and Team CRM.
Show Opportunities Pipeline	Displays the graphical pipeline of opportunities in the Opportunities tab within My CRM and Team CRM.
Show Cases Pipeline	Displays the graphical pipeline of cases in the Cases tab within My CRM and Team CRM.
Grid Size	Determines the default maximum length of lists and grids on a page.
E-mail Screen Position	The way in which the New E-mail screen is displayed. Select from Normal, Popup, or Split. Note, the Normal and Split options are ignored if you are working with CRM in Outlook. In other words, a new e-mail will always be displayed in a popup window.
Line Item Screen Position	The way in which the Line Item screen is displayed. Select from Popup or Split.
Report Print Preview Default Page size	The default page size used on the Report Display Options page for producing a report in PDF format.
Report Print Preview Default Orientation	The default orientation (Portrait or Landscape) used on the Report Display Options page for producing a report in PDF format.
On-screen Coaching	Determines how on-screen coaching is displayed. On. Turns coaching on for all screens for which coaching is available. Off. Turns all coaching off. Minimized. Users must click on the Maximize On-screen Coaching button at the top of an individual screen to view on-screen coaching for that screen. Customized. Allows users to minimize on-screen coaching on some screens while leaving it maximized on others.
Single-Column Calendar	Set to Yes, the calendar is in single column format, with vertical spacing adjusting to the content of the time slot. Set to No, the daily view can be displayed in an Outlook-style view, where there is equal spacing between vertical time slots and multiple appointments at the same time are placed next to each other in columns.
Number of Calendar Columns	The maximum number of columns when the Single-Column Calendar setting is set to No. When this number is exceeded, the calendar style reverts to a single column format.
Full Menu in Outlook	Field applies to Classic Outlook Integration only, and is not available when Exchange Server Integration in enabled. Displays or hides the menu buttons in CRM in Outlook (2007 only). Defaults to No to maximize viewing space for CRM in Outlook. The Full Menu in Outlook setting can be altered in either CRM or Outlook, and you will see the change the next time you log on to CRM via Outlook. Please refer to Using CRM from within Outlook (Classic Outlook Integration) for more information.
Preferred Theme	Allows you to customize the look and feel of the CRM user interface. The alternative themes available to you are defined by your System Administrator. You need to log off and back on again to see the effect of the new theme. Note: System Help and Self Service are not affected by Themes.
CSV File Export Delimiter	Set the delimiter as comma, semi-colon, or tab. When you use the Export To File button on, for example, the results of a company search, the CSV export will use the delimiter you have set. This setting also impacts data uploads from CSV files. Please make sure the delimiter in the import file matches the delimiter set in Preferences.
Default Screen For Company	Sets the default tab which is displayed when you drill into a Company. Set to Summary to display the Summary tab or Interactive Dashboard to display the Dashboard tab.
Default E-mail Template	The user can set a default e-mail template. When creating a new e-mail the default e-mail template is selected automatically and all its values are copied to the new e-mail screen.
Default E-mail Address	The default From e-mail address used in the New E-mail screen. You can change your default From address if you have been given permission to send e-mails from other accounts.
Default Tablet Version	Set to Desktop Version if you want to use the desktop version of Sage CRM from a tablet device. Set to Tablet Version is you want to use the Tablet theme from a tablet device.
Calendar View	Determines the default calendar view. For example, Day, Month, Week, Year.
Calendar Start Time	Determines the start time of the calendar view on communications. Changing this settting also adjusts the shaded area in the meeting planner.
Calendar End Time	Determines the end time of the calendar view on communications. Changing this settting also adjusts the shaded area in the meeting planner.
My Week Starts On	Determines the first day of the weekly calendar view.
Date Format	Date format preference. For example, select mm/dd/yyyy to see the date in Month/Day/Year format.
Use AM/PM	Select Yes to use AM/PM time format or select No to use 24hr format.
Time Zone	Each individual user's time zone needs to be set. This is especially important if you intend on synchronizing with Microsoft Outlook. 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 you select also needs to correspond exactly to your computer setting. All times are relative to the logged on user. For example, a meeting made at 09:00 GMT by one user appears at 10:00 to users in +1:00 GMT. The time zone of the server is set by the System Administrator.
Decimal Point	The preferred way to view decimal point. For example, period [.] or comma [,].
Decimal Places	The preferred number of decimal places to be displayed. For example, 2. Note: The maximum number of decimal places that can be set is 6.
Thousand Separator	The preferred way to view the thousand separator. For example, period [.] or comma [,].
Default Targets For High Priority Reminder Messages	The way in which the reminder is sent out for a high priority Communication, if the Send Reminder Message check box was selected. Please refer to Appointments and Tasks for information on the Send Reminder Message check box.
Default Targets For Normal Priority Reminder Messages	The way in which the reminder is sent out for a normal priority Communication, if the Send Reminder Message check box has been checked. Please refer to Appointments and Tasks for information on the Send Reminder Message check box.
Default Targets For Low Priority Reminder Messages	The way in which the reminder is sent out for a low priority Communication, if the Send Reminder Message check box was checked. Please refer to Appointments and Tasks for information on the Send Reminder Message check box.

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