The following table outlines the settings available in each section of Preferences.
In this section
You can set the following preferences...
Address Book
Values available in the Category field for Address Book entries.
Fields to check for duplication of Address Book entries.
Auditing
Auditing preferences for Address Book entries.
Campaigns
Campaign completion reasons.
Settings for campaign monitoring.
Customer Service
Customizable values for the Billing type; Subject; Case origin; Case queue; Case reason; Status; and Case Type fields.
Default case response time and case status.
Settings to disallow direct changes to case fields.
Default case monitoring lists.
Assign or unassign email templates for user and customer notification.
Key Fields
Key field lists available for Address Book entries; opportunities; campaigns; and customer service cases.
Locations and Resources
Locations and resources available in appointments.
Mandatory Fields
Mandatory and optional data entry requirements for system fields in Address Book entries; opportunities; campaigns; and customer service cases.
Opportunities
Opportunity stages and probabilities of close.
Opportunity confidence rating schemes.
Opportunity completion reasons.
Opportunity monitoring lists.
Security
Account lockout and Mobile Access security options.
System Fields
Add; modify; and delete note and document categories.
Add; modify; and delete values of the products/services and categories (in opportunities; campaigns; customer service cases; and appointments) and Do Not Solicit By (in Address Book entries) fields.
System options
Address Book name.
System-assigned customer service IDs.
Overview page caption.
Partner notification of assigned Address Book entries or opportunities.
User/group setting which determines if lists of users/groups display only groups to which the current user belongs and other users in the groups in fields such as Read Access and Full Access.
Multi-currency.
SQL Server Reporting Services settings.
Start of the fiscal year.
Maximum number of entries to return in Mobile Access.
Add or remove approved OAuth 2.0 client applications.
