Preference fields

Set the first page you want to see when you log on. For example, Dashboard, Calendar, or Opportunity list.

Select Yes to empty the Recent list each time you log off. The Recent list provides quick access to the most recent records you've visited in Sage CRM.

Choose how to open the Recent list. You can Click or Hover. Please refer to Appointments and tasks for more information.

Choose from Hover or Click. You can hover or right-click the menu buttons to activate the pop-out lists.

Set 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.

Display the Solutions tab in the My CRM Main menu. The System Administrator must give you rights to view Solutions.

Display the Outbound Calls Lists tab in the My CRM Main menu.

Set the currency you want to work with. This is implementation dependent.

Display or hide the leads pipeline on the Leads tab within My CRM and Team CRM.

Display or hide the opportunities pipeline on the Opportunities tab within My CRM and Team CRM.

Display or hide the cases pipeline on the Cases tab within My CRM and Team CRM.

Set the default maximum length of lists and grids on a page.

Display the New Email screen in Normal or Popup view. If you're working with Sage CRM in Outlook, the New Email screen is always displayed in a popup window.

Display the Line Item screen in Popup or Split view.

Set the default page size used on the Report Display Options page for reports in PDF format.

Set the default orientation (portrait or landscape) used on the Report Display Options page for producing a report in PDF format.

Set how on-screen coaching is displayed.

On. Turn coaching on for all screens for which coaching is available.

Off. Turn all coaching off.

MinimizedCoaching is minimized until you click Maximize On-screen Coaching.

Customized. Allow users to minimize onscreen coaching on some screens, and leave it maximized on others.

Set to Yes, the calendar uses a single-column format.

Set to No, the daily view can be displayed in an Outlook-style view with equal spacing between vertical time slots. If you've multiple appointments at the same time, they are placed in columns next to each other .

Set the maximum number of columns in the calendar when the previous setting is set to No. When this number is exceeded, the calendar reverts to a single-column format.

This field applies to Classic Outlook integration using Outlook 2007 only.

Customize the look and feel of the user interface. Your System Administrator defines which themes are available to you. Log off and on again to apply the new theme.

Note: Themes don't apply to System Help and Self Service .

Set the CSV delimiter as comma, semi-colon, or tab for files you export to CSV.

When you click Export To File, for example on a list of Company records, the CSV file uses the delimiter you have set.

This setting also impacts data uploads from CSV files. The delimiter in the import file must match the delimiter set here.

Set the first tab you want to see when you open a Company record. Choose the Summary tab or the Interactive Dashboard tab.

Set a default email template. This is used automatically when you create a new email in Sage CRM.

Set the default From email address used on the New Email screen. This works only if you're allowed to send emails from other accounts.

Set to Desktop Version to use the desktop version of Sage CRM on a tablet device. Set to Tablet Version if you want to use the Tablet theme from a tablet device.

Set the default Calendar view. For example, Day, Month, Week, Year.

Set the start time of the Calendar view on communications. This also adjusts the shaded area in the meeting planner.

Set the end time of the calendar view on communications. This also adjusts the shaded area in the meeting planner.

Set the first day of the weekly calendar view.

Date format preference. For example, select mm/dd/yyyy to see the date in Month/Day/Year format.

Select Yes to use AM/PM time format, or select No to use 24hr format.

The zone you select must match your computer settings.

Each user's timezone must be set. This is especially important if you want to synchronize with Microsoft Outlook.

There are 75 timezones to choose from. The one you select defines what daylight settings are used.

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 System Administrator sets the server timezone.

Set the decimal point. For example, period [.] or comma [,].

The preferred number of decimal places to be displayed. For example, 2. Note: The maximum number of decimal places is 6.

Set the thousand separator. For example, period [.] or comma [,].

Set the way a reminder is sent out for a high priority Communication. You must select Send Reminder Message first. For more information, see Appointments and tasks.

Set the way a reminder is sent out for a normal priority Communication. You must select Send Reminder Message first. For more information, see Appointments and tasks.