| Section |
Name |
Description |
| Contact |
Show a warning when changing a contact's company |
Always display confirmation dialog when connecting a contact to a company |
| Show action buttons |
Image buttons on top-right of contact card (phone call, document, appointment) |
| Skip former employees |
Skip former employees when searching for contacts and using the arrow buttons in the contact card |
| Default values |
Business for new company |
Default business for new company |
Category for new
company |
Default category for new company |
Category for new
selection |
Default category for new selection |
| Duration for new appointment |
Default duration for new appointment |
| Duration for new phone call |
Default duration for new phone call |
| Duration for new task |
Default duration for new task |
| Last-used document visibility |
Last visibility setting used in the Document dialog |
| Last-used follow-up visibility |
Last visibility setting used in the follow-ups dialog |
| Last-used sale visibility |
Last-used visibility setting in the Sale screen |
| Mark document completed on check-in |
Mark document as completed when checking it in. |
| Number of decimals |
Number of decimals displayed in user-defined amount |
| Outgoing doc. template |
Default outgoing document template |
| Outgoing fax template |
Default outgoing fax template |
| Phone-link format |
The template string used to generate a hyperlink for outgoing phone-calls. Use %p for phone-number.(Default = tel:%p) |
| Preferred time zone |
The time zone selector will default to this location |
| Quote approval task type |
The task type used for tasks that are created automatically during a quote approval process. |
| Quote document type |
Document type that the merged quote document will be linked to. |
| Quote reminder task type |
The task type used for the reminder task that is created when sending a quote document. |
| Remember document visibility |
Uses the same visibility setting for new documents as you used last time. (Default = NO) |
| Remember follow-up visibility |
Uses the same visibility setting for new follow-ups as you used last time. (Default = NO) |
| Remember sale visibility |
Uses the same visibility setting for new sales as you used last time. (Default = NO) |
| Salutation |
Default salutation |
| Text for new appointment |
Default text for new appointment |
| Text for new phone call |
Default text for new phone call |
| Text for new task |
Default text for new task |
| Type for new appointment |
Default type for new appointment |
| Type for new phone call |
Default type for new phone call |
| Type for new project |
Default type for new project |
| Type for new sale |
Default type for new sale |
| Type for new task |
Default type for new task |
| Visibility for selections |
Makes this value the default visibility setting when creating a new selection |
| Visible follow-ups per day view |
Limits the number of follow-ups per day displayed in calendar views. (Default = 100) |
| Diary |
Alarm start before follow-up |
Default number of minutes before a follow-up alarm is triggered |
| All-day end time |
End time for an all-day appointment |
| All-day start time |
Start time for an all-day appointment |
| Diary |
Diary |
| Diary auto refresh interval |
The interval determines how often the diary will refresh itself automatically with new data from the database. The default is 0 seconds, which means no automatic update is performed. |
| Diary start time |
Specifies the time your calendar starts in the morning. Use a number to indicate the whole hour. Default = 8, meaning that your calendar will start at 08:00 |
| Lunch-break end time |
End time for your lunch-break |
| Lunch-break start time |
Start time for your lunch-break |
| Number of associates |
Number of columns to display in the group view |
| Secretary mode |
Keeps the current diary owner in all panels (Default = NO) |
| Set Sunday as first day of the week |
Display Sunday as the first day of the week in the calendar and diary. (Default = NO, meaning that Monday will be used as the first day of the week.) |
| Silent after |
The alarm can be silenced after a given number of minutes to avoid unnecessary office disruption when you are away. |
| Sub-list |
Preference used to remember the setup/state of the Filter dialog |
| View associates |
A comma-separated list of the associates and resources to display in the group view |
| E-mail |
Address separator |
Use this character to delimit e-mail addresses. (Default: ';'). |
| Always show the archive dialog |
SuperOffice Gmail Link only! Always show archiving dialog, evven if there are no notifications or issues which require user - attention in order to complete the task |
| Archive all e-mail |
Always proposes archiving e-mail created in SuperOffice CRM. This means that, by default, you will be asked if you want to archive all e-mail you create in SuperOffice CRM for Web. |
| Archive e-mail to associates |
Always proposes archiving e-mail written internally to your associates using SuperOffice CRM. This means that, by default, you will be asked if you want to archive all e-mail sent to associates from SuperOffice CRM for Web. |
| Archive forwarded e-mail |
Always proposes archiving e-mail forwarded from SuperOffice CRM. This means that, by default, you will be asked if you want to archive all e-mail you forward from SuperOffice CRM for Web.
|
| Archive replies |
Always proposes archiving replies to e-mails that are archived in SuperOffice CRM. This means that, by default, you will be asked if you want to archive all e-mail you reply to from SuperOffice CRM for Web. |
| Archive sent appointments |
Always proposes archiving follow-ups you send from SuperOffice CRM by e-mail. This means that, by default, you will be asked if you want to archive all follow-ups sent by e-mail from SuperOffice CRM for Web. |
| Archive sent documents |
Always proposes archiving documents you send from SuperOffice CRM by e-mail. This means that, by default, you will be asked if you want to archive all documents sent by e-mail from SuperOffice CRM for Web. |
| Associates sub-list |
Preference used to remember the setup/status of the list |
| Attachment size-threshold |
Size in kilobytes above which Mail Link considers an e-mail as 'large'. (Default: 500 kB) |
| Auto-archive e-mails sent from e-mail client. |
Specify that e-mail created in Windows Mail clients is to be archived by MailLink. |
| Automatically update SuperOffice |
Automatically update SuperOffice (Default = No) |
| Check for duplicates |
Check for already archived documents and duplicates in MailLink. (Default = Yes) |
| Close after archiving |
Close the e-mail after it has been archived in SuperOffice CRM for Web (Default = Yes) |
| Delete after archive from SuperOffice CRM for Web |
Deletes the e-mail from your inbox after you have archived it in SuperOffice CRM for Web (Default = No) |
| Display confirmation dialog before e-mailing |
Displays a confirmation dialog before invitations are sent by e-mail. (Default = NO). |
| E-mail client |
E-mail client used as your SuperOffice CRM inbox. Inboxes other than the default SuperOffice one require a separate plug-in. |
| E-mail client installed |
Is there currently an e-mail client available on this computer? This option enables certain aspects of e-mail functionality. (Default = YES) |
| Fax no. format in e-mail address. |
Format for fax numbers to be sent by e-mail. <faxs> is the fax number and <name> is the company name, e.g. FAX:<name>@<faxs> produces FAX:SuperOffice AS@23354001 |
| Fax protocol |
Protocol used by your e-mail server to send a fax. (Default = FAX) |
| Fax software installed |
Is there a fax plugin installed in the e-mail client that allows faxes to be sent by e-mail? This option enables certain aspects of fax functionality. (Default = YES) |
| First synchronisation |
Number of seconds until first synchronisation on startup |
| Folder name - Deleted items |
Specifies the name of the IMAP folder that contains your deleted email. (Default = Deleted items) |
| Folder name - Drafts |
Specifies the name of the IMAP folder that is used to store e-mail drafts. (Default = Drafts) |
| Folder name - Inbox |
Specifies the name of the IMAP folder used as your e-mail inbox. (Default = Inbox) |
| Folder name - Sent items |
Specifies the name of the IMAP folder that is used to store sent e-mail. (Default = Sent Items) |
| Gateway e-mail address |
The SuperOffice Mail Gateway's e-mail address |
| Gateway name |
The display name of the SuperOffice Mail Gateway's e-mail address |
| Header for e-mail to external users |
Header used in e-mail sent when generating external users. |
| IMAP port |
The port number your mail server uses to access e-mail using the IMAP protocol. Default = 143 |
| IMAP Server name |
Name of the IMAP4 Mail server used by SuperOffice CRM for Web. Enter the DNS name or the IP address (e.g. mail.server.com or 10.0.0.100). |
| Incoming e-mail template |
Default e-mail template used for archiving incoming e-mails. (Default: -1, auto) |
| Invite associates by e-mail |
Notifies an associate by e-mail when invited to an appointment |
| Invite contacts by e-mail |
Notifies a contact by e-mail when invited to an appointment |
| Mail Link Document Archived Command |
Command to run when Mail Link has archived a document. (DEFAULT = blank) |
| Mail Link Task Archived Command |
Command to run when Mail Link has archived a task. (Default = blank) |
| Mark as read in preview |
Marks the e-mail as read once it has been displayed in the preview pane. If you set this to No, you need to open the e-mail before it is marked as read. (Default = NO) |
| Notes Email-templates deployed |
Used to activate support for Lotus Notes in the Web Tools wizard in SuperOffice CRM for Web.
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Notify online users about invitations |
Users who are logged on will be notified about changes to invitations |
| Outgoing e-mail template |
Default e-mail template used for archiving outgoing e-mails. (Default: -1, auto) |
| Save login info |
Saves an encrypted version of your user name and password for the e-mail server in the SuperOffice CRM database. This saves you having to enter your user name and password each time you want to access your inbox. (Default = No) |
| Show all templates in lists |
Show all templates in lists (Default = No) |
| SMTP authentication required |
The SMTP server requires authentication before you can send e-mail. (Default = NO) |
| SMTP Password |
If you want to use a different password from the one you use to log in to your IMAP server, you can enter it here. |
| SMTP port |
The port number your mail server uses to send e-mail using the SMTP protocol. Default = 25 |
| SMTP Server name |
Name of the SMTP Mail server used by SuperOffice CRM for Web. Enter the DNS name or the IP address (e.g. mail.server.com or 10.0.0.100) |
| SMTP user name |
If you want to use a different user name from the one you use to log in to your IMAP server, you can enter it here. |
| Synchronisation interval |
Number of seconds between each synchronisation |
| Synchronise inbox periodically |
Enables synchronisation between the SuperOffice CRM inbox and your external e-mail program |
| Timeout |
Number of seconds that SuperOffice CRM for Web will wait for the mail server to finish processing a request. If you experience problems with slow response times from your mail server, you should increase this value to 30 seconds o |
| Use e-mail body from SuperOffice |
Use e-mail body from SuperOffice (Default = Yes) |
| Use e-mail body from SuperOffice for reply and forward |
Use e-mail body from SuperOffice for reply and forward in SuperOffice CRM for Web. (Default = Yes) |
| Use iCalendar attachment |
Attach an iCalendar file to e-mail invitations. iCalendar is a standard format for exchanging calendar and schedule information. (Default = YES) |
| Use MAPI only for the inbox |
Display the SuperOffice CRM inbox even if SuperOffice CRM has other e-mail integration installed (Default = No) |
| Warn about large attachments |
Warn about large e-mails and attachments when archiving documents in MailLink. (Default = Yes) |
| Filter Dialog |
Default settings |
Settings that govern which users' data are shown in the Activity section tab, until an explicit choice is made in the Filter dialog |
| Freetext search |
Enabled |
Enables freetext search |
| Freetext search |
Freetext |
| Freetext search on Travel |
Automatically enables freetext search on Travel databases. This will increase the size of local databases and the time required to generate prototypes |
| Maximum number of hits (multi-word) |
Maximum number of hits returned by a multi-word freetext search (0 = no limit) |
| Maximum number of hits (single word) |
Max. number of hits returned by a single-word freetext search (0 = no limit) |
| Maximum suggested words |
Maximum number of different words to be suggested as stopwords in stopword maintenance |
| Multi-word search operator |
Criteria for freetext search on multiple words (1 = contains, 2 = starts with, 3 = exact match) |
| Single word search operator |
Criteria for freetext search on a single word (1 = contains, 2 = starts with, 3 = exact match) |
| Functions |
Archive page size |
Number of rows fetched for each page in archives. 0 means fetch all at once. (Default = 100) |
| Ask to edit or read |
Ask if the user want to edit or read the document when opening an existing document. Only applies when Web Tools is installed. (Default = No) |
| Background document check |
Documents on the Activities section tab can be checked in the background. The availability of a specified document plug-in and of each individual document is checked. This may happen at the cost of server capacity. Alternatively, |
| Background document check interval |
Documents on the Activities section tab can be checked in the background. The availability of a specified document plug-in and of each individual document is checked. Here you enter the number of seconds between each document chec |
| Database check interval |
How often (in minutes) should SuperOffice CRM check the database for new invitations etc. |
| Date formats in lists |
Specifies the date format used in section tabs in SuperOffice CRM (ex. dd.mm.yyyy hh:mm). (Default: computer's regional settings for short date format.) |
| Disable Del key for cards |
If YES, the user has to use the menu in order to delete a company, project or selection (Default = YES). |
| Disable duplicate check for company name |
Disables the duplicate checker. SuperOffice CRM will no longer check if a company with the same name already exists (Default = No) |
| Disable duplicate check for project name |
Disables the duplicate checker. SuperOffice CRM will no longer check if a project with the same name already exists (Default = No) |
| Disable duplicate check for selection name |
Disables the duplicate checker. SuperOffice CRM will no longer check if a selection with the same name already exists (Default = No) |
| Disable Soundex check for company name |
Disables Soundex checker. SuperOffice CRM will no longer check if a company with the same Soundex encoding already exists (Default = No) |
| Disable Soundex check for project name |
Disables Soundex checker. SuperOffice CRM will no longer check if a project with the same Soundex encoding already exists (Default = No) |
| Disable Soundex check for selection name |
Disables Soundex checker. SuperOffice CRM will no longer check if a selection with the same Soundex encoding already exists (Default = No) |
| Do not substitute <> template variables |
If SuperOffice CRM for Web freezes when you create a new document from an Office template, turn on this preference to disable < and > as delimiters for template variables. Use { and } instead. Excel documents with < and > characters in formulas are prone to this problem. (Default = No)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Enable developer mode for custom archives |
Enables developer mode for custom archives. This will add a Tools menu for archives to SuperOffice CRM. |
| Enable Event tab for Projects |
Should the Event tab in the Project screen be displayed? (Default = Yes) |
| Enable multiple phone numbers |
Allows the option of adding several phone numbers of the same type (e.g. mobile phone) in the Contact dialog. (Default = NO)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Enable Script developer mode |
Enables developer mode in the Scripting Engine. This will add a Scripting menu to SuperOffice CRM. |
| Enable use of middle name |
Enables the use of middle names in the Contact dialog
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Filter accepted invitations |
Filter out invitations for everyone except the person making the invitation, to avoid duplicates in the list. |
| Hide rowcount in archives |
Hide rowcount info in archives. (Default = false) |
| Home company |
Which company is displayed when you Ctrl + click on the SuperOffice logo in the Navigator |
| Limit for auto-loading |
Max. number of elements in a section tab for all rows to be loaded immediately. Ref preference: 'Load entire section tabs in selections'. (Default = 500) |
| Load entire section tabs in selections |
Allow loading of entire section tabs to enable faster sorting and filtering of content. (Default = true) |
| Mandatory company on contact |
All contacts have to be associated with a company. (Default = YES)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Mark overdue activities |
Marks overdue activities in section tabs (Default = YES) |
| Next tip of the day |
Next tip of the day to be displayed. |
| Participants from group view |
Add all persons and resources in the group view as participants when registering a new appointment by clicking and dragging in the View tab in the Diary screen. (Default = NO). |
| Remove Company card corner tabs |
Removes the corner tabs on the Company card if there are too many companies - i.e. more than this number |
| Remove invitation duplicates |
This ensures that invitations are displayed only once in the Activities section tab in SuperOffice CRM (Default = YES). |
| Remove standard SAINT criteria in Find |
Removes all standard SAINT criteria from Find dialog (not the user-defined ones.) (Default = No) |
| Show browser script error dialog |
When a script fails in a web page shown in a web panel, should an error dialog be shown? |
| Show confirmation dialog |
Always displays confirmation dialog when deleting |
| Show days ahead |
Number of days ahead to display tasks in the Activities and Sales section tabs |
| Show Export button in the section tabs |
Adds an Export button to selected section tabs to export rows to an .xls file and attempt to open it. Selected section tabs require an 'export=true' attribute to be set in the .xml configuration file. See SoCrm Archives.config. |
| Show script error dialog |
When a script fails in a SuperOffice module, should an error dialog be shown? |
| Show the time component of dates |
Shows the time together with the date where it provides valuable information, such as for activities in section tabs. (Default = NO) |
| Show time zones |
Shows/hides the time zone selector. The time zone feature remains enabled; your default time zone will be used. |
| Show tip of the day on startup |
Should a tip of the day be displayed every time a user logs in to SuperOffice CRM. (Default = YES) |
| Show user in primary group only |
Show users under primary user group only. If the user is a member of other user groups, the user will not be displayed under these (in, for example, the dropdown in the Diary). |
| Title-case Company name |
Should the first letter in every word in the company name automatically be converted to a capital letter? (Default = YES) |
| Title-case Contact name |
Should the first letter in every word in the contact name automatically be converted to a capital letter? (Default = YES) |
| Turn on upgrade during startup |
Turns on checking if a newer version is available during startup on client installations, but not if the user is on Travel. The user will be asked if they want to update. The path to the client installation files must be set in ServerSetup (Default = NO)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Type from Activities section tab |
Specifies the type of activity to create when you double-click on a blank line in the Activities section tab in the Company or Project screens. |
| Use academic title |
Use academic title for persons. (Default = NO) |
| Use case-sensitive template variables |
The template variables used in, for instance, documents and addresses are output in lower case and get the text exactly as stored in the database by default. Setting this preference will change the text to uppercase for all or jus |
| Use the SuperOffice browser |
Uses the internal SuperOffice CRM browser when clicking a URL within SuperOffice CRM. Default is No. |
| User-defined script error text |
Here you can insert text that will be shown in the dialog that appears if a script fails
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Grouped lists |
Application |
Should the list be displayed grouped and filtered |
| Application |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Business |
Should the list be displayed grouped and filtered |
| Business |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Category |
Should the list be displayed grouped and filtered |
| Category |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Company interest |
Should the list be displayed grouped and filtered |
| Company interest |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Contact interest |
Should the list be displayed grouped and filtered |
| Contact interest |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Currency |
Should the list be displayed grouped and filtered |
| Currency |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Document template |
Should the list be displayed grouped and filtered |
| Document template |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Enable long list names and tooltips |
Enables up to 4300 characters in list names, headings and tooltips. Intended for extended multi-language support. There is a performance penalty; enable only if needed. (Default = False.)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Mr/Mrs |
Should the list be displayed grouped and filtered |
| Mr/Mrs |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Page 1 fields - Company |
Whether the user-defined fields on page 1 of the Company screen should be displayed in grouped lists |
| Page 1 fields - Contact |
Whether the user-defined fields on page 1 of the Contact dialog should be displayed in grouped lists |
| Page 1 fields - Project |
Whether the user-defined fields on page 1 of the Project screen should be displayed in grouped lists |
| Page 1 fields - Sale |
Whether the user-defined fields on page 1 of the Sale screen should be displayed in grouped lists |
| Position (Contact) |
Should the list be displayed grouped and filtered |
| Position (Contact) |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Priority (Follow-up) |
Should the list be displayed grouped and filtered |
| Priority (Follow-up) |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Project - Status |
Should the list be displayed grouped and filtered |
| Project - Status |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Project - Type |
Should the list be displayed grouped and filtered |
| Project - Type |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Project Member - Function |
Should the list be displayed grouped and filtered |
| Project Member - Function |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Relation |
Should the list be displayed grouped and filtered |
| Relation |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Resources |
Should the list be displayed grouped and filtered |
| Resources - limit |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Amount class |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Category (for sale type) |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Competitor |
Should the list be displayed grouped and filtered |
| Sale - Competitor |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Credited |
Should the list be displayed grouped and filtered |
| Sale - Credited |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Reason lost |
Should the list be displayed grouped and filtered |
| Sale - Reason lost |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Reason sold |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Reason stalled |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Sale type |
Should the list be displayed grouped and filtered |
| Sale - Sale type |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Source |
Should the list be displayed grouped and filtered |
| Sale - Source |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Sale - Stage |
Should the list be displayed grouped and filtered |
| Sale - Stage |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Type (Follow-up) |
Should the list be displayed grouped and filtered |
| Type (Follow-up) |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Type (Selection) |
Should the list be displayed grouped and filtered |
| Type (Selection) |
Grouped lists only: Lower limit for number of items in the list after filtering, before headings are removed from display. (Min: 1 Max: 99999) |
| Pocket CRM |
Autologout time |
Time in minutes the application can be kept idle in the background before an automatically logout is performed. Default value = 0, means no timeout.
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Disable autologin |
Prevent Pocket CRM client from logging in automatically on startup. Default = No.
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Remove |
Remove applications |
Removes all external applications and user-defined buttons from SuperOffice. |
| Remove Company screen |
Removes the entire Company screen from SuperOffice CRM. Company names will still be visible in dialogs and lists, but the screen itself (and the Navigator button for it) will be completely removed, making it impossible to edit com |
| Remove Contact dialog |
Removes the Contact dialog from SuperOffice CRM. Contact names will still be visible in lists, but the dialog itself will be completely removed, making it impossible to add or edit contacts in SuperOffice CRM. |
| Remove Dashboard panel |
Removes Dashboard system. In Win this requires a restart |
| Remove Diary screen |
Removes the entire Diary screen from SuperOffice CRM. All diary-related functionality will be removed. |
| Remove Document dialog |
Removes the Document dialog from SuperOffice CRM. Documents will still be visible in lists, but the dialog itself will be completely removed, making it impossible to create or edit documents in SuperOffice CRM. |
| Remove E-mail screen |
Removes the entire E-mail screen from SuperOffice CRM. All e-mail functionality will be removed. |
| Remove E-marketing |
Removes E-marketing system |
| Remove Erp tab |
Removes Erp tab from contact and Project cards |
| Remove Events |
Removes Events tab from project card |
| Remove follow-ups dialog |
Removes the follow-ups dialog from SuperOffice CRM. Follow-ups will still be visible in lists, but the dialog will be completely removed, making it impossible to add or edit appointments, tasks and phone calls in SuperOffice CRM. |
| Remove Mail merge |
Removes Mailmerge task from a selection of contacts |
| Remove Net-Services |
Removes Net services |
| Remove Note |
Removes Note/PostIt |
| Remove Project screen |
Removes the entire Project screen from SuperOffice CRM. Project names will still be visible in dialogs and lists, but the screen itself (and the Navigator button for it) will be completely removed, making it impossible to create o |
| Remove Quote system |
Removes the quote system. In WIn this requires a restart. |
| Remove Relations section tab |
Removes the Relations section tab from the Company screen |
| Remove Reports screen |
Removes the Reports button and the Reports screen from SuperOffice. Print buttons will still be available at various points in SuperOffice. |
| Remove Requests |
Removes Request tab |
| Remove Sale dialog |
Removes the Sale screen from SuperOffice CRM. Sales will still be visible in lists, but the Sale screen itself will be completely removed, making it impossible to add or edit sales in SuperOffice CRM. |
| Remove Selection screen |
Removes the entire Selection screen from SuperOffice CRM. All selection-related functionality will be removed. |
| Remove Services |
Removes Customer Services system. In Win this requires a restart. |
| Remove Tools button |
Removes Tools button from Navigator |
| Remove Travel functions |
Removes all Travel functionality from SuperOffice. |
| Remove Web services |
Removes Web services (What's new, Community, feedback, resource centre, support and help) |
| Remove www tab |
Remove www tab |
| Replication at field level |
Company |
Enables replication at field level of user-defined fields on the Company card. Activating this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Company - long texts |
Enables replication at field level of user-defined fields of the type 'Long text' on the Company card. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Contact |
Enables replication at field level of user-defined fields in the Contact dialog. Activating this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Contact - Long texts |
Enables replication at field level of user-defined fields of the type 'Long text' in the Contact dialog. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Document |
Enables replication at field level of user-defined fields in the document dialog. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Document - long texts |
Enables replication at field level of user-defined fields of the type 'Long text' in the Document dialog. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Follow-up |
Enables replication at field level of user-defined fields in the dialog for follow-ups. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Follow-up - long texts |
Enables replication at field level of user-defined fields of the type 'Long text' in the dialog for follow-ups. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Project |
Enable replication at field level for user-defined fields on the Project card. Activating this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Project - Long texts |
Enables replication at field level of user-defined fields of the type 'Long text' on the Project card. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = NO) |
| Replication at field level |
Enables replication of user-defined fields at field level instead of record level. This ensures that field changes for the customer are retained, but may affect the performance of the replication process |
| Sale |
Enables replication at field level for user-defined fields in the Sale screen. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = No) |
| Sale - Long texts |
Enables replication at field level of user-defined fields of the type 'Long text' in the Sale screen. Enabling this setting may affect the speed at which UP and DWN files are read and written (Default = No) |
| Sale |
Confirm creation
of suggested follow-up |
Display a confirmation dialog for creation of activity suggested by the sales guide. (Default = YES). |
Delivery terms
for new quote |
Default delivery terms for new quote |
Delivery type
for new quote |
Default delivery type for new quote |
| Enable Stakeholders |
Enable Stakeholders for sale. (Default = Yes) |
| Mark Sale as Sold |
Once the order has been placed, should the sale be marked as Sold |
Payment terms
for new quote |
Default payment terms for new quote |
Payment type
for new quote |
Default payment type for new quote |
| Product image size (pixels) |
When images are imported into the SuperOffice product catalog, images that are larger than this size will be scaled so that their largest dimension is this many pixels. Aspect ratio is maintained.
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
Product thumbnail
size (pixels) |
When images are imported into the SuperOffice product catalog, thumbnail images are created automatically. This preference sets the size of the largest dimension (aspect ratio is maintained).
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Quote by E-mail |
Should quotes be sent by e-mail to customer? |
| Quote follow-up |
Should a follow-up be created in the owner's diary when sending a Quote? |
Quote follow-up:
Number of days before
expiry date |
Here you can define when the quote should be followed up. |
| Send only favourite |
The last state of the 'Use favourite alternative only' checkbox in the 'Publish/send a quote' dialog. |
Send order confirmation
by e-mail |
Should an order confirmation document be created and included in an e-mail? |
| Skip completed sales |
Skip completed sales when navigating or searching for sales (Default = No) |
Use company postal
address as quote delivery
address |
Use the company postal address as Quote delivery address (instead of company street address). (Default = No) |
| Section tabs |
Can search for columns |
Windows client only! Displays a text field in the footer of the column configuration dialog. This will allow you to search for a particular column name. |
| Can use the filter control |
Windows client only. Will make filter control available for user in the section tabs. Click a column header in a section tab to display the 'Show filter control' option. |
| Can use totals toolbar |
Windows client only! Will make it possible to activate an extra toolbar line for showing column totals in archives. Click the column header in a section tab to display the 'Show totals' option. This requires column configuration a |
Use NetServer-
based Relations section
tab |
Windows client only! Will cause the classic Relation section tab to be replaced by a NetServer based section tab. REQUIRES A RESTART! |
| Sorting |
Associates |
The display format and sort order of associates in lists (e.g. Last name, First name or First name Last name) |
| Contacts |
The display format and sort order of contacts in lists (e.g. Last name, First name or First name Last name) |
| Lists |
The display format and sort order of items in lists (e.g. name or rank) |
| Statistics |
Base URL |
Base URL for reporting of statistical data |
| Database growth |
Anonymised statistics on the growth of the database |
| Database growth tables |
List of tables that are included in the anonymised database growth statistics |
Statistics OptIn -
Configured |
Is the collection of anonymised user statistics accepted - configured (desired) value
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Statistics OptIn - Current |
Is the collection of anonymised user statistics accepted - current value, automatically updated from the configured value |
| Table sizes |
Anonymised statistics on the size of database tables |
UserSync OptIn -
Configured |
Is the synchronisation of user information accepted - configured (desired) value |
| UserSync OptIn - Current |
Is the synchronisation of user information accepted - current value, automatically updated from the configured value
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Web client usage |
Anonymised user statistics for the Web CRM, Service and Pocket CRM clients |
| Windows client usage |
Anonymised usage statistics for the Windows CRM client |
| System |
Allow central DB
to extend its ID range
into satellite regions |
This preference allows the central database to 'own' Ids in ranges normally dedicated to satellites. This has numerous side-effects, especially when deleting and recreating satellites. Make sure you understand the FAQ before activating this preference. DO NOT experiment. (Defualt = NO) |
Allow central login for
Travel users |
Travel users allowed to log into the central database (Default = NO) |
| Allow forced login |
Allow users to log on to the system even if they are already logged in on another computer (Default = NO) |
| Base currency |
Base currency for your system. This is a common currency for reports etc.
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Base URL for Web client |
URL used to start SuperOffice CRM Web client (example: domain.com/superoffice) |
| Current home country |
Which country you are currently located in. This affects phone number prefixes and the suggested country when entering a new company. |
| Current version (Company) |
The current version number for user-defined fields in the Company screen |
| Current version (Contact) |
The current version number for user-defined fields in the Contact dialog |
| Current version (Project) |
The current version number for user-defined fields in the Project screen |
| Current version (Sale) |
The current version number for user-defined fields in the Sale screen |
| Default document archive |
Default document management system to be used by SuperOffice CRM. |
E-mail database for
SuperOffice CRM in Notes |
The name of the database in SuperOffice CRM where Lotus Notes e-mail is saved (Default: SOCONFIG\SoMailArchive.nsf ) |
| Enable use of currency |
Allow sales to be recorded in another currency |
Ignore AD username
authentication |
Ignore Username and Password authentication with Active Directory (Default = off)
Note! From SuperOffice 8.5 R04 moved to the Global preferences |
| Offer to install Web Tools |
If SuperOffice Web Tools is not installed, installation will be offered through a splash screen. Default = Yes |
| Offer to upgrade Web Tools |
If SuperOffice Web Tools is installed and a new version exists, the upgrade will be offered through a splash screen. Default = Yes |
| Own currency |
Default currency for new sales |
| Password policy |
Minimum length and contents of passwords. Format: type=value&type2=value2&... types: MinTotal (minimum total length); MinNum (digits 0-9); MinLC (lowercase characters); MinUC (uppercase characters); MinSpec (any other, special c |
| Path to Notes.ini file |
Sets the path to the Notes.ini file |
Preferred document
language |
Use templates in this language if possible when creating documents |
Preferred Notes
Document server |
Preferred server name of the Lotus Notes document server |
Preferred Notes e-mail
server |
Preferred e-mail server name for Lotus Notes |
| Replicate selections |
Replicates selection members to Travel and satellite databases. After changing this preference you need to regenerate satellites and create new prototypes. This will reduce performance. Default = NO |
| Tooltips |
Tooltip on
Appointment button |
Tooltip on Appointment button |
| Tooltip on Company button |
Tooltip on Company button |
| Tooltip on Diary button |
Tooltip on Diary button |
| Tooltip on E-mail button |
Tooltip on E-mail button |
Tooltip on E-mail button
in the Navigator |
Tooltip on E-mail button in the Navigator |
| Tooltip on Note button |
Tooltip on Note button |
Tooltip on Phone call
button |
Tooltip on Phone call button |
| Tooltip on Project button |
Tooltip on Project button |
| Tooltip on Reports button |
Tooltip on Reports button |
| Tooltip on Sale button |
Tooltip on Sale button |
Tooltip on Selection
button |
Tooltip on Selection button |
| Tooltip on Task button |
Tooltip on Task button |
| Tooltip on Write button |
Tooltip on Write button |
| Tooltip read time factor |
Default read time for tooltip is multiplied by this factor |
| Travel |
Ask to enter Travel
mode on exit |
Ask user if he wants to activate Travel when exiting the SuperOffice CRM client. |
| Prevent Central update |
Allows Remote Travel users to prevent SuperOffice CRM from trying to perform a central update even if the central database is available while the Remote Travel user is travelling (Default = No) |
Progress dialogs in
Gateway |
Should progress dialogs be displayed when Travel Gateway is executing activities? (Default = NO) |
| Remote Travel client |
Program file used to synchronise between a local Remote Travel user and the central document archive. (Default = SORT.EXE) |
| Remote Travel Server |
Name of the EXE file used as your Remote Travel Server. (Default = SORTS.EXE) |
Show advanced Travel
menu |
Should the Travel icon/menu display the advanced Travel options |
| Show Travel menu |
Should the Navigator display a Travel icon for users allowed to use Travel? |
| Travel |
Travel |
| Travel enabled |
Is Travel enabled? |
Update clients from
Gateway |
If Yes, the Travel Gateway will force a refresh on all clients after the Read update from all users event has been executed. (Default = YES) |
| Visual effects |
Animate screens |
Enables animation when switching screens |
| Enable sounds |
Enables the use of sounds for events in SuperOffice CRM. The various sounds may be defined individually under Sounds and Audio Devices in the Windows Control Panel. |
| Frame type |
Which frame type to use in edit fields |
| JPEG quality |
Quality parameter for JPEG compression of stored images, from 5 to 100; 100 is best, default is 40. Setting high values will result in sharper images, at the cost of storage space in the database and loading times. |
Remove completed
activities |
Filter: Removes completed activities from the activities list |
| Show Notepad |
Should the Notepad be displayed when SuperOffice CRM is started? (Default = No) |
| Size of history list |
The maximum number of elements in a history list. (Max: 15) |
| Status image transparency |
Status images are processed to make them seem transparent. This parameter controls how much the light level is increased from a normalized starting point. Higher values will result in lighter images, possibly resulting in loss of |
| Tooltips |
Turn tooltips on or off |
| Web Server |
Location |
The location of the web server used by the web version's report generator |
| Name |
The name of the web server used by the web version's report generator |
| Web Services |
Community home page |
URL to Community home page. |
| Context sensitive help |
URL to context sensitive help |
| Date of next check |
Next date SuperOffice CRM should check for news on Web Services (yyyy-mm-dd) |
| Feedback form |
URL to Feedback form |
| Page URL |
Page URL |
| Resource Centre site |
URL to Resource Centre site |
| Status URL |
Status URL |
| Tech Support site |
URL to Tech Support site |
| URL to E-Learning |
URL to E-Learning |
| Version index for help |
URL to index of version-specific help. |
| What's new API |
URL to What's new API - returns JSON formatted information about what is new, if anything. |
|
What's new confirmed in
Pocket
|
News URL last confirmed (GOT IT) by user in Pocket. |
|
What's new confirmed in
Web
|
News URL last confirmed (GOT IT) by user in Web client. |
|
What's new confirmed in
Win
|
News URL last confirmed (GOT IT) by user in Win client. |
|
What's new seen in
Pocket
|
News URL last shown to user in Pocket. |
| What's new seen in Web |
News URL last shown to user in Web client. |
| What's new seen in Win |
News URL last shown to user in Win client. |