Available preference settings
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.
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