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System Preferences

Calling the dialog window

Via System Preferences, you can control the behavior and the display of various application elements.

You can invoke the dialog window via the Options / System Preferences menu or the administration console in the Miscellaneous / System Preferences nodes.


Figure: System Preferences, All Areas

General

Option

Description

Title of the program bar

Changes program title in title bar

Recipient for service requests

Enter the mail address of the responsible administrator.

Details → First-Level-Support

Sender of system-side mail notifications

Select the email configuration under which system-side mail notifications are to be sent.

A BPM function is provided to determine the above-mentioned stored e-mail configuration, for example in BPM processes, and to be able to use it for sending e-mails on the server side to the employee responsible for the system when critical system states occur.

Help URL

Sets the directory/URL in which the default help is located, e.g.

  • http://servername.domain:18080/hilfe/index.html

  • file:///I:/Hilfe/index.html

URL of the customer-specific help

Set the directory/URL in which the customer-specific help is located.

The help menu is structured with the following rules:

  • Menu

    • Menu: Customer help
      (Value present) First entry
      (Value not present) Hidden

    • Menu: Help
      (Value present) Second entry
      (Value not present)
      Windows Client: Hidden if customer help defined, otherwise displayed
      Web Client: Always refers to the “Web Client Manual” PDF

  • If a value is entered for the customer-specific help, this is the first entry in the menu.

  • If no value is entered for the customer-specific help, the entry will not be displayed.

  • If a value is entered for the default help, this is the second entry in the menu. If no value is saved for the standard help, then this is the first entry in the menu, provided that no value was entered for the customer-specific help.

This should ensure that it is clear that absolutely no configuration was made

  • Labels in the “Help” menu

    • “Customer help” label, “Opens the custom help” tooltip

    • “Help”label, “Open the online help” tooltip

    • Icons: The help icon is the same for both points

  • Windows Client determines the correct path via the base path to the standard help

  • Web Client

    • The entry for the standard help is ignored in the Web Client.

      • Instead, this always refers to the “Web Client Manual” PDF included in the Web Client

      • The PDF is always offered correspondingly.

Max. mask count

Maximum number of concurrently open masks. The default value is at 20.

If the maximum number of open masks is increased, the maximum client memory should be increased by the same amount.

Initial focus in merger dialog

Changes the focus when opening the merger dialog between In the first row and In column filter

Initial focus in the template dialog

Changes the focus when opening the template dialog between In the first row and In column filter

Selected tab in the rights dialog

Choose selected tab when you open the rights dialog. You can choose between Depending on rights configuration, Templates and Advanced

Use charts in sub area

Activated
Charts are displayed in the lower area.
Deactivated

Charts are hidden in the lower area (default value). The setting only has an effect on the Windows client.

Allow creation of private person

Activated
Private contact persons are contact persons, that are not assigned to a business partner.
Deactivated

Suppress country or city code in telecom field

Activated
Suppresses country or city code.
Deactivated

Use logic for generation of phone number

Activated
depending on the individual location, the country dialing rules are used, whereby special logics only exist for the saved countries. All others receive standard behavior (analog to the settings for Germany). Details se ch. CTI technology.
Deactivated

Disable automatic filling of fax number

Activated
The automatic filling of the fax number from the telephone number field is not desired by all users. Since the fax communication has reduced significantly, the field pre-filling can be deactivated via this checkbox.
Deactivated

Use RSS feeds

Activated
Here you can control the activation of RSS feeds.
Deactivated

Separator during lookup

Determines the separator that is used during validation on multiple fields.

Update interval for desktop quick searches (sec.)

Set the update interval for desktop quick searches (sec.).

The value determines the wait time after which the next desktop diagram is updated. The default value is 60 seconds.

  • In order for a tile to update automatically, the corresponding option must be set in the tile editor.

  • In general, this option affects all tile instances of this tile definition.

Update interval for desktop tiles and charts (sec.)

Set the update interval for desktop diagrams (sec.).

The default value is 1800 seconds (30 minutes).

Show only main masks as desktop diagrams

Activated
If this option is activated in the system preferences, the users are only offered the main masks for selection with the desktop diagrams. The user with the “admin.desktop.permission” rights sees all masks.
Deactivated

Tab title for the personal area

Set the title for the tab in personal area.

Query (sales chance) required for offer

Activated
Set whether an ${Opportunity_lower} is needed during quote creation.
Deactivated

Wizard for quote line item creation

Activated
Specifies, whether the wizard will be used when creating an quote item.
Deactivated

Create the quote item at the next position

Activated
Sets that the new creation of a quote item will be created for the next item. If the option is not turned on, the new creation will be performed on the current item.
Deactivated

Focus on table column after quote item creation

After the new creation of a quote item in the list view, the focused column can be defined. A selection of all fields from the quote item is possible here.

Address of mass data server

The address of mass data server.

Syntax: <Server name.Domain>:x8443

Release for the mass data server

Approval used to exchange data with the alternative application server. Both application servers must have write authorizations here.

Hide default contact person role

Activated
If the setting is activated, contact person links will change directly to the affiliated business partner.

Deactivated

Reverse stacking order of open window levels

Activated
Reverses the stacking order of the open levels.

Deactivated

Mask script comment required

The system preference can be set to determine that an administrator must store a comment with any change to a mask script documenting the change.

Disabled toolbar for process mask

Activated
If this system preference is activated, all toolbar elements will be deactivated upon opening a process mask except for the exit button.

Deactivated

The exit button is integrated in the process mask and exits the process mask.

If the exiting was deactivated in the toolbar, exiting the process mask would no longer be possible as well.

Salutation generation differentiates between title and predicate

Activated
If this system preference is activated, the generation of the salutation is executed according to a scheme (the new script function is called and the previous logic can be omitted).

  • Structure:
    [Herr|Frau] [<SUBSTITUTE>|< JOBTITLE >|<PROFESSION> ]
    <ACADEMICTITLE> First name<PREDICATES> Last name <SUFFIX>

    Examples:

    • Mrs. Attorney
      Prof. Dr. Marie-Luise Nussbaum

    • Mrs. Director
      Dr. Liane von Eckstein (MdL)

    • Mr.
      Prof. Karl Ferdinand Baron of Starken

    • Mr. State Secretary
      Dr. Günther von Krollmann (MdB)

  • The generation of the letter salutation according to the following sample:

    Structure if a substitute exists:

    Dear [Mr.| Mrs.] <SUBSTITUTE>,

    Examples:

    • Dear Mr. State Secretary,

    • Dear Mr. Prime Minister,

    Construction, without substitute:
    Dear [Mr.| Mrs.] [<JOBTITLE>|<ACADEMICTITLE>] <PREDICATES> Last Name,
    Examples:

    • Dear Mrs. Prof. Dr. Nussbaum,

    • Dear Mrs. Director von Eckstein,

    • Dear Mr. Prof. Baron of Starken,

Extension of person type Divers and salutation generation

According to the decision of the Federal Constitutional Court (BVerfG) of 10.10.2017 (Ref.: 1 BvR 2019/16), since 01.01.2019 it has been possible for so-called intersexuals to be listed as "inter" or "divers" in the register of civil status. In the entity "Business partner", "Contact person", "Employee" and "Based on a person", the key can be stored for the type "[F] Ms.", "[H] Mr.", "[U] Company" and "[D] Divers".

Salutation logic off is retained. Instead of the gender-specific salutation and letter salutation "Dear Sir", "Dear Ms" or "Mr." and "Ms.", the term "Good afternoon" is now used as salutation.

The letter salutation for the person type "D" is extended by the first name.

Example: Ms. Director Dr. Liane von Eckstein (MdL) → Director Dr. Liane von Eckstein (MdL)

The customer can adapt the salutation generation logic himself using the "SalutationLogic" application parameter.

Deactivated

Command logging / Juhuuu search value

Activated
If the option is activated, the COMMAND and search values will be saved in a csv file.

The save path must be determined via the SQL statement so that the values can be saved.

SQL
insert into propertymapper
(Pk, id, propertyvalue, propertytype, property, principal, active, createdate, createuser, updatedate, updateuser, custlayer)
values
('SYSTEM.logPath', '/de/cursor/jevi/server/util/LogUtilsHelper$!!$csvDirPath','<Verzeichnis>', 'SYSTEM', '', '', 1, sysdate, 'admin', sysdate, 'admin', 'CN')

Deactivated

Simple creation of BP/CP

Activated
Uses the quick entry mask when creating new contacts and business partners.
Deactivated

Search window

Option

Description

Behavior of <Enter> key

Shows the behavior of the Enter key during a search. Here you can select between Search and
Search and adopt

Display of <Search> button

Selects where the <Search> button should be displayed. You can choose between In the first row and
in column filter.

Focus after search ended

Changes the focus after the successful search in the first row. You can choose between In the first row and
in column filter.

Default value for maximum size of result in standard searches

Default value for maximum size of search result in standard searches.

Always use default value for standard searches

Activated
Uses the default value above for selection sizes in standard searches.
Deactivated

Default value for maximum size of result in reports and marketing

Default value for maximum size of result in reports and marketing.

Always use default value for reports and marketing

Activated
Uses the default value entered above for selection sizes for reports and marketing.
Deactivated

Selection results size with dependent searches

Selection results size with a dependent search. (for example, 10 activities per customer)

Default value for allowing duplicates

Activated
If a new search is created in the search mask via Create new search, the “Allow duplicates” option is automatically activated under More options>>.

This value is activated by default. It is recommended to leave the standard setting to improve the performance of the search.

Deactivated

Serial tasks - size for warning messages

The user will see several warning messages in the wizard for the serial letter or serial mail if the given size of search results is exceeded.

Maximum count of characters for SQL statement

Maximum count of characters that can be used for SQL statement in search gui.

Single field search

Activates the single field search in the application

Activities

Option

Description

Default function for sending mails

Changes the default action when sending internal or external mails. You can choose between internal, external and selection menu.

Folder name for activity synchronization

Name of the folder in the groupware system from which all mails will be imported. By default, this folder is called Import Folder

Selectable document type

The user can set if they would like to save a document as an internal link (on the server).

Alternatively, it can be permanently set that the user has no setting possibilities and only the same type is always used.

Primary key of document category that will be assigned to imported mail

Primary key from the document category that is assigned to the imported mail.

The primary key from the document category must be entered. Invalid primary codes are not considered.

Send read-only mails without back synchronization

Activated
If this option is turned on, then, read-only activities will not be synchronized back upon mail dispatch.
Deactivated

Show “Contact person” column in the mail import wizard

Activated
If the field is turned on, the “Contact person” column will appear in the “Choose objects” step during activity synchronization. Thus, the contact can be entered.
Deactivated

Show “Main project” column in the mail import wizard

Activated
If the field is turned on, the “Main Project” column will appear in the “Choose objects” step during activity synchronization. Thus, the project can be entered.
Deactivated

Show “Main query” column in the mail import wizard

Activated
If the field is turned on, the “Main query” column will appear in the “Choose objects” step during activity synchronization. The query can then be entered.

Deactivated

Integration

Option

Description

Submenu for document button

Activated
Activate the submenu for document button from the toolbar. This allows documents to be edited from the structured submenu from the document button.
The change is first active after restarting the client.

Deactivated

Use of document variables

Activated
Document variables with the selected field content are additionally created in the text processing. These may be used to display transferred data or also in VBA macros.

Deactivated

Stylesheet directory for Word and Excel

Define the directory for the stylesheet files for Word and Excel. In the case of Word, this file must be named “Styles.doc” and in the case of Excel “Styles.xls”. Format templates can be stored in these files, which serve as a fall-back for document creation.
Example Word: Format templates that are used within the scope of the table generation in the single letter. If the desired format template is not available in the current document template, this will be used from the “styles.doc” format template file (if available).
Example for Excel: Is only used in the Reports / Excel Export area. The format templates used there can be overloaded with this.

Format of control file for serial letter

Specify the format of the control file for serial letters. You can choose between CSV and Excel.

Separator of CSV data source file

Separator of CSV data source file for serial letters, for example , (comma) or ; (semicolon) (only one character permitted!)

Default setting for linking variant for files

Default setting for linking an application file with dependent data (business partner and contact person) following the import of the application file. The selection options for this include being connected with all, being connected with nothing and being individually connected.

Name of the menu item for Excel export

Name of the menu item for Excel export in the Reports menu. If the system preference is empty, the menu entry will not be displayed. The change will be effective after restarting the client.

The standard text is “Excel export”.

Maximum number of datasets to be exported at business trip export.

Maximum number of datasets to be exported at business trip export. The default value here is 50.

Windows spec. access to open documents

Activated
If the option is activated, the document/file will be started with the application that is linked with this file type for opening in Windows. Through this, for example, TIF files are normally opened with the Windows image and fax display, however, BAT or COM are executed directly.

Deactivated

If the option is deactivated and the file editable, the document/file will be opened with an application to edit. Through this, for example, TIF files are normally opened with MS Paint, BAT or COM with Wordpad or Notepad.

This option is deactivated by default. If problems should occur (for example, documents do not open), the option must be reactivated.

Windows spec. Access can be set per user

Activated
The Windows-specific access to documents is set per user.

Deactivated

Generate documents by application server

Activated
All single letter templates based on type ‘NATIVE’ are generated on the application server. Advantage: Gain in performance.

Deactivated
All single letter templates based on type ‘NATIVE’ are generated on the local machine.

Record table exports

Activated
Export of table data will be logged. Other steps to activate the logging are described in the Permission concept chapter in the “Logging the export of data” section.

Deactivated

Call web services directly in the client

Activated
Activates or deactivates the server-side web service call.

Deactivated

Activate MS Teams integration

Activated

Connection of MS Teams as telephone system.

The callto protocol must be linked to MS Teams in the operating system (e.g. Windows).

Via the toolbar to the contact person, business partner, employee, person and communication, the chat of MS Teams can be opened via the associated email address. If the participant does not exist in MS Teams, this will be indicated there.

The call via MS Teams can be initiated via the button in the toolbar or at the email field.

Deactivated

Groupware Mail Import-Assistant

Option

Description

Mails selected

Specifies if the checkbox for mails is activated in the wizard by default.

Tasks selected

Specifies if the checkbox for appointments is activated in the wizard by default.

Appointments selected

Specifies if the checkbox for appointments is activated in the wizard by default.

Initialize value of column "Import"

If activated, the “Import” column will be filled.

Show unknown email addresses

There is an additional button in the activity that shows all unknown email addresses for an activity in a dialog.

Groupware mail configuration

Option

Description

Use CDO for internal addresses

Activated
Use the CDO interface to receive mail addresses from the address book.

Deactivated

Activity type of the fax mail

Determines for which activity type a fax mail should be automatically created. The fax mail address must be entered to create a fax mail. If this is not the case, this setting has no effect.

Mail address for the fax mail

Sets the mail address that is used for a fax mail. The fax mail is only created if a mail address is entered here. It is necessary the placeholder for the fax number is entered in the mail address. The placeholder is ${fax}.

Internal domains

Is used when locking activities to recognize the internal mails.

Mark imported emails

Activated

Emails imported from Outlook to CRM are marked by default by assigning a category "CRM imported". The setting makes it possible to deactivate the categorization of such emails. By default, the categorization still takes place.

Deactivated

Password settings

Option

Description

Advanced password security

Activated
Here the mechanism for the change of password can be activated and/or deactivated.

Deactivated

Case sensitivity

Activated
Use of upper and lower case required.
Deactivated

At least one number

Activated
At least one number must be included.

Deactivated

At least one special character

Activated
At least one special character must be included.

Deactivated

Minimum Indication length

Minimum number of characters.

Expiration of the password (days)

Expiration of the password in days (a number from 1 to 365).

Warning of the expiration of the password (days):

A warning of expiration of the password appears in 'n' days.

Password history

The last n passwords cannot be used.

Number of unsuccessful attempts

Once exceeded, the account is locked.

Details for the Kerberos system preferences see chapter Kerberos login.

Reports

Option

Description

Additional details in selection criteria

Activated
Print additional details and table filter in report selection criteria.

Deactivated

Implicit sorting fields in selection criteria

Activated
Also return the implicit sorting fields in selection criteria.

Deactivated

Show report parameter

Activated
Automatically show the dialog with report parameters in the report menu.

Deactivated

Hide "is one of" functions

Activated
Table searches with the "is one of" function cannot be changed in the report properties.

Deactivated

Show status on mask and desktop reports

Activated

Current date and time is output in the event of desktop or mask reports (standard).

Deactivated

Network settings for the application server

Option

Description

Use HTTP Proxy

Activated
Activates a proxy server to establish connections

Deactivated

HTTP Proxy URL

Address of the Proxy-server to be used

HTTP Proxy Port

Port of the Proxy-server to be used

User name

User name for the proxy authentication

Password

Password for proxy authentication

No proxy for

Comma-separated list with exceptions (e.g. www.cursor.de, localhost)

Web Client Settings

Option

Description

Session time

Definition of time in minutes when the Web Client session will be stopped after inactivity.

Activate Google Maps

A Google API Key must be entered to be able to use the GeoDienst feature in the Web Client. This is provided by Google under http://code.google.com/intl/de/apis/maps/signup.html. Here it must be considered that this service will cost money in the future (the following is planned: 25000 views per day free for companies, otherwise approx. $4 for every 1000 views). The regulations from Google apply.

  • Apply for the API key

The Google API key must arranged for the domain under which the CRM is called in the browser. If you specify the domain without a sub-domain during application (for example, cursor.de instead of www.cursor.de), the key automatically applies to all sub-domains. The Web Client supports the integration of the Google API for one key and therefore exactly for one domain.

  • Enter the API key

If no API key is entered at this spot, the button on the mask will be deactivated. If a key is entered by an administrator, the service will be approved for the next login.

COMMAND

Option

Description

Search results in COMMAND

  • The following options (via drop-down list) can be selected:

    • never show

    • show for a maximum of 3 search entities

    • show for a maximum of 6 search entities

    • show for a maximum of 9 search entities

    • show for a maximum of 12 search entities (default)

    • ...

    • show for a maximum of 30 search entities

    • always display

  • If the "never show" option is active, no search results are determined and displayed.

  • If the option "show, at max. 3 search entities" is active, then search results are only determined and displayed if the user does not use more than 3 entities in his default search setting.

  • If the "always show" option is active, the search results are always determined and displayed

Show workflows in COMMAND field

Activated
Activates the display of workflows
Deactivated

Logging COMMAND/Juhuuu search value

Activated
Activates the logging type of search values
Deactivated

Smartphone settings

For details see the Administrator App.

CTI settings

For details see CTI Technology

System default for user preferences

It is possible to enter a system default for user preferences. In the Options / System Preferences dialog, the administrator can undertake the settings on a separate tab. If a user has not made any user-specific settings, the system default will be loaded.

If a user default is changed, this only applies if the user has not yet changed the user preference themselves. If the user changed the setting, the user preference always has priority. To ensure that the system default is used everywhere, the user preference must be reset (deleted) for all users via the Reset button. Then the system default applies.

After clicking on the Reset button, a query returns before the user preferences are ultimately deleted.

General

Option

Description

Main color for application

Color the interface of CURSOR-CRM in your preferred color. The set main color is classified for the different objects from the interface. Select a rather darker color for this reason. Suitable color suggestions can be found on the Main color tab.

Self-defined colors are not permitted.

Show toolbar in sub area

Activated
The tool bar is displayed in the subview.
Deactivated

Multiline tabs in sub area

Activated
The tabs in the subview are displayed in multiple rows when the existing space is not sufficient. There number of rows cannot be set. As many rows as needed to display all tabs will be generated. If the Hide empty nodes option is activated, only the tabs that contain data will be displayed as well. In the default setting, this option is activated.
Deactivated
The buttons for scrolling are displayed.

Use mouse gestures

Activated
Defined actions in the application can be conducted by holding the right mouse button down, moving the mouse in a specific direction and let go again.
Deactivated
In default setting this option is deactivated. Mouse gestures cannot be used.

Sensitivity of mouse gestures

The sensitivity of mouse gestures can be set with the slider. Left stands for insensitive.

Show vertical scrollbar on mask

Activated
If the application is displayed on a screen with low resolution (e.g. 1024x768) or if the mask contains many fields it might be necessary to display the scrollbar, when the space for the mask is not sufficient.
Deactivated
In default setting this option is deactivated. Then no scrollbar is displayed.

Subview update wait time (0 = no update)

In the list view, data linked to the marked dataset is displayed in the sub area (see Automatically show standard window). The content from the sub area is updated with every row change to another dataset. This process operates with a time delay so that browsing the list is not delayed. You can set the time here in milliseconds. The sub area is not updated at “0”.

Adjustable value from 0 to 5000 (in 500 intervals).

Show TAPI and reminder dialog in the foreground

Activated
Phone in and reminder dialog are shown on the foreground to startup.
Deactivated

Select all

Activated
If the focus is set on an entry field, the content (like a text) is marked. Your entry will overwrite the previous content. In the default setting, this option is activated.
Deactivated
To mark a word or number you have to double-click, for the entire content, you have to triple-click.

Display input errors

Input errors are either displayed in the status bar or in a dialog window.

Use TAPI exclusion list

Activated
Upon TAPI-Inbound, it is checked whether the number of the person calling is on the restriction list. I the number is in the list, the process will be canceled and there will be no attempt to identify the caller in CURSOR-CRM.
Deactivated
The restriction list is not considered for the TAPI-inbound.

Selection when the form view is closed

If you close a main mask that is displayed in the form view, either the main mask will be closed or you can change to the list view..

Lookup on entities

The Activity with (activities), Main request ( activities), Main project (activities) and Main business partner (request) show an assigned dataset. Overwriting an existing entry in these fields will have the following effect on the assignment to the previous dataset:

  • Replace existing link

The former dataset is no longer linked with the activity / opportunity. Other datasets have to be assigned to the activity or the inquiry via the tree or the sub area.

  • Add new link

The dataset remains linked to the activity / opportunity but is no longer in the main allocation (like main business partner). This allows you to assign multiple contact persons to an activity via the Activity with field. Please remember that the dataset that represents the main assignment must be entered last.

Use equal function during lookup validation

Activated
The lookup field is validated with "equals". If, for example, 'A' is entered it is validated to 'A'.
Deactivated
The lookup field is validated with "starts with". If, for example, 'A' is entered it is validated to 'A%'.

Save window size/position

Activated
The size and position of the application window is saved for each user and version on exit. If you start the same version on the same computer again, the login dialog and the application window appear on the same position as the last session.
When using two monitors, CURSOR-CRM is always started on the second monitor and it displays if the program window was moved there before.

Deactivated

Use big icons in toolbar

Activated
The icons in the tool bar of the program window are enlarged by 50 %.
Deactivated
Icons are standard size.

Show relational operator

Activated
Comparative operators are displayed on every search mask.
Deactivated
Comparative operators are not displayed on every search mask. The selection box, however, can then be activated individually on the opened search mask (More options>>).

Open URLs with a click

Activated
Fields with web links on the mask are opened with double-click (Windows standard).
Deactivated
Fields with web links on the mask are opened with a mouse-click.

Show desktop notifications

The user can set if the notification window should be displayed for new entries from the reminders, orders, open actions and news area. By default, the notification messages are activated. New entries are always visualized in the quick start bar parallel to this. In the default setting, this option is deactivated.

Activities

Option

Description

Color for past activities

Mark unfinished activities (status Open) of the past noticeable (only for list view) with distinctive colors. By double-clicking on the field, you can reach an editing window where you can select the color.

Appointment and meeting color

Point out appointments using a custom text color (only for list view). By double-clicking on the field, you can reach an editing window where you can select the color.

Task Color

Highlight tasks with their own, distinct text color (list view only). By double-clicking on the field, you can reach an editing window where you can select the color.

Automatically open activity window

Activated
The Activities main mask is automatically opened after login to CURSOR-CRM and shows your activities. At the beginning of your work day, you will receive an overview of the pending tasks, appointments and other activities.

Deactivated
You have to open the Activities main mask yourself.

Indicate time interval to future in days

When opening the main window Activities, a default search is conducted automatically. It shows your own, open activities. All activities from an older and the current date, as well as activities that are from the past 14 days, are considered.

At this point, you can change the default setting of 14 days for any period of time in the future as desired. If you enter “0”, only activities from older and the current date are considered.
Adjustable value: whole numbers for number of days.

Use Fly Away Effect

You can change an activity in the activities list view so that it no longer corresponds to the search criteria (for example, set the status to completed in a list of open activities).
Activated
The activity is immediately removed from the list.

Deactivated
The activity remains in the list until the next search. It will no longer be in the list only after another search.

Show the Document-Import dialog

In the Groupware system, you attach an application file to an e-mail prior to sending it, or you import an e-mail with an application file.
Activated
The application file is not included in CURSOR-CRM as a document. A dialog is displayed after the delivery or the import of the email, in which you can enter the subject, category and bullet points for the new document dataset.

Deactivated
After sending / importing the e-mail, no dialog window is displayed. To enter subject, category and key words to the new dataset, you have to open it manually through the main window (like through the Activity to the e-mail).

Show reminder dialog

Activated
A message reminds you of your own open activity a quarter of an hour before it begins.

Deactivated
You receive no reminder message for outstanding activities.

Reminder time interval (in minutes)

The appointment in the Reminder field is automatically formed form the date and the time in the Starts on field and the value entered here. It is before Starts on.
If you manually change the reminder date, the new time interval will be considered with any change to Starts on.

Groupware

Option

Description

Activity synchronization

Activated
When opening the main window Activities, you are informed whether there are new e-mails, tasks or calendar entries in the Groupware system. You can import these directly (activity synchronization).

Deactivated
When opening the main window Activities, no check is conducted. You have to manually start the activity synchronization via File / Activity synchronization.

Import internal mails

Activated
Internal e-mails are offered for import during the Activity synchronization.

Deactivated
Internal e-mails cannot be imported.

Import mails from folder [Import Ordner]

Activated
During Activity synchronization, all emails from the folder "Import folder" are read out and be offered for an import. Imported emails are moved to the “CURSOR-CRM Activities” folder.
Before the activity synchronization, you decide which emails you would like to import. During the synchronization, you have the option to prevent the import of an email. Furthermore, it is unimportant if an email is marked as “read” or “unread” or if it is an internal or external email.

  1. In the groupware system under the Inbox, create the Import Folder folder. A different name may be determined for this folder on the system-side. Please also find out from your administrator if necessary.

  2. The setting for “Import internal mails” is not considered.

Deactivated
When synchronizing, e-mails marked unread are read from the "Inbox" folder and offered for import. Imported emails are moved to the “CURSOR-CRM Activities” folder.
During the synchronization, you have the option to prevent the import of an email.

The setting to "Import internal mails" is considered.

Import period for activity synchronisation in days

Only activities within this time frame (from current date to the future) are imported.

Show activities after import

Determines if the imported activities should be displayed in the Activities main mask after an activity synchronization.

  • Don't show
    The main window Activities is not automatically opened after synchronization.

  • Show always
    The imported activities are directly displayed in the main window Activities.

  • User request
    After the activity synchronization, you choose whether or not the imported activities should be displayed in the Activities main mask.
    In this case, you can decide if you would like to see the imported activities after the import. If the “Activities of current import only” option is not active in the wizard, no activities (mails) will be displayed that were sent to two employees and the mail was already imported from another employee.

Example

A mail is sent to A and B. A imports the mail first and is also viewed as delegated in the activity. If B imports the mail, it was not shown to them in the list before, because it was not entered as “delegated to”.

Show activities of current import solely

Activated
If imported activities are to be displayed after activity synchronization, it is predefined in the Wizard that only the result of the last import is to be displayed.

Deactivated
If imported activities are to be displayed after activity synchronization, it is predefined in the Wizard that only the result of this day are to be displayed.

Request delete groupware entry

Activated
When deleting an activity, in some cases you can decide whether the respective calendar entry or the respective task within the Groupware system shall be deleted.

Deactivated
The respective entry to the Groupware system is automatically deleted with the activity.

Use default mail signature
(only in the case of MS Outlook)

Activated
During the creation of an external email, the MS Outlook email signature will be used instead of the CURSOR-CRM email signature.
Deactivated
The CURSOR-CRM mail signature is used.

The email signature is configured in CURSOR-CRM by the administrator.

Internal mails with salutation

Activated
A personal greeting is generated by the system for employees that are recipients of e-mails.

Deactivated
No greeting is generated for employees.

Delete groupware entry in the list view

Activated
When deleting an activity in the list view, the affiliated entry in the groupware system is removed immediately.

Deactivated
If you delete an activity in the list view, the associated entry in the groupware system will be removed with the next groupware synchronization.

When deleting an activity in the form view, the entry is not always deleted immediately in the groupware system.

Storage type for contacts

(Contact partner synchronization)
The name is highlighted in the Outlook contact overview. Using the storage type for contacts, you can set what the name should look like for the contacts imported from CURSOR-CRM (for example, last name, first name).

Synchronization of tasks and appointments (drag and drop)

With this option, you can only synchronize the mails imported by drag and drop, however, not the other appointments and tasks.

  • Always
    The activity synchronization is executed for each Drag and Drop import. This is the default setting and is analog to the previous behavior (other appointments and tasks are synchronized).

  • First synchronisation (per session)
    During the first Drag and Drop import after the login the activity synchronisation is carried out.

  • No synchronization
    If this option is selected, the activity synchronization is never executed during the Drag and Drop import and a message appears.

Import mails without wizard

Implements mail import without further treatment of the wizard.

Perform drag&drop mail import without wizard

Implements mail import via drag&drop without further treatment of the wizard.

Add contact person details to subject

Activated
The additional information is added to the subject, even if the entered contact person belongs to the system operator.

Deactivated
The additional information are not written into the subject.

Integration

Option

Description

Excel export directory

Reports in the Excel format are saved in the directory specified here.

Storage time for temporary documents (Unit: days)

During the processing of an application file, a copy of the document will be created in the local document directory from the user (c:\Documents and settings\[user]\[Version]\[AppServer_Port]\tmp\document). This local copy is then processed by the user. Once the document is returned its copy is stored in the local document directory.
In order to prevent the directory to overflow, all data are deleted from the directory after the time entered here, when exiting CURSOR-CRM.

Example

'0': The file is deleted directly upon exiting the application.

'1': The file is deleted upon exiting the login if the file is older than 1 day - i.e. one day later.

  • All local files that exceed the specified retention period will be deleted. This does not include documents that are not yet checked out on this computer - these will not be deleted, even if their stay in the directory has already exceeded the set retention period.

  • Documents that were explicitly opened for reading are filed in the “readOnly” subdirectory. The retention period is not considered here. Files will be deleted upon exiting the application.

Dialog for returning documents after closing window

Activated
If you have still borrowed documents, the dialog for returning borrowed documents is displayed when the main masks Activities and Documents are closed.

Deactivated
The dialog is not automatically opened.

File for search and replace in document template console

The file specified here is used when converting document templates in the administration console. It contains the parameters to search and replace texts.
Structure of a text line: SearchTerm###Replacing text

Use entity name for Excel export

Activated
For lookup fields on entities the field attributes are considered for the export. It makes sense to split the long text into individual columns when exporting to Excel to allow editing and filtering the data afterwards. In order to avoid duplicate field names, the entity name can be displayed in the column title.

Deactivated
The entity name in the column title is not considered.

Optimize options in Word

Activated
The Word option 'Grammar check during input' is temporarily deactivated during document creation. The original setting of the Word option will be restored after the document creation process. This option is activated by default.

The activation of this function increases the performance of the document creation.

Deactivated
The Word option 'Grammar check during input' is not deactivated during document creation.

Open serial letter with native technique

When opening a serial letter, the main document is mixed with the control file, because the path is different for each user for the main document and the control file.

This option is deactivated by default.

Activated
Using native technique to mix a serial letter. This technology should be used if mixing by COM fails.

Deactivated
Using the CRM interface to mix the serial letter.

Call web services directly in the client

Activated
The actual processing of a web service invocation is usually done on the application server. If there are reasons (for example, proxy settings) that speak against calling the server, the application side call can be forced in the user preferences. All operations that are needed to execute the web service are performed in the application.

Deactivated
The processing of a web service invocation is implemented on the application server (default setting).

If you have questions to this application please contact your administrator.

Lists

Option

Description

Enlarge current row in list

Activated
The marked row of a list is emphasized by a greater line height.

Deactivated
The marked row of a list is displayed with the same height as the other rows.

Show grid

Activated
In a list, columns and rows are separated by lines.

Deactivated
Column and row lines are hidden.

You can show or hide the lines for a list independent of the user setting with the button in the lower right corner of a list. Nevertheless, the user preference applies with every restart of CURSOR-CRM.

Table background color

A background color highlights a marked row in a list.

By double-clicking on the field, you can reach an editing window where you can select the color.

Ask before saving table layout changes

Activated
After changing the layout (like order of rows or column width in a list) you are prompted to either save or discard those changes.

Deactivated
Changes to the layout are saved automatically without prompt.

Row marking in list view

Activated
You can mark individual fields in a list, to export them to Excel, for example.

Deactivated
You can mark whole rows only.

Tree

Option

Description

Number of levels

Number of datasets below a context node, which are to be displayed before and after the current dataset. Adjustable values from 0 to 4.

Number of shown sub branches

Number of datasets below a folder (not level folder), which are to be displayed in front and behind the current dataset. Adjustable values from 0 to 4.

Prevent repetition in tree

Activated
Within one level the branching ends at a folder, when it already exists in the branch. The symbol shows the end of the branch.

Deactivated
A main window can be opened multiple times within a branch.

Determine number of datasets

Activated
To a folder the number of existing datasets in displayed. I the currently shown main window the list position of the current dataset is shown in front of this number.

Deactivated
In the tree no information about the number of datasets is displayed. The setting "Hide empty nodes" must also be deactivated in this case,
otherwise the setting "Determine number of datasets" has no effect.

Hide empty nodes

Activated
Only the folder containing data are displayed to a dataset.
If the user option 'Determine number of datasets' or 'Determine amount (node specific)' (context menu in tree) is activated for a folder, then all folders will be displayed even if they do not contain any data. Whether or not a folder contains datasets can only be determined when the number of datasets is determined.

Deactivated
All folders are displayed

Navigation in the tree with single click

Activated
In the tree the single click is treated like a double click. The corresponding main window is invoked in list view (click on folder) or in form view (click on dataset). The text is displayed as a hyperlink when moving the mouse over a branch.

Deactivated
To open the main window you need to double-click the symbol in the area main window of the tree. By clicking the currently shown dataset the respective datasets are displayed in the sub range of the main window.

Search dialog

Option

Description

Show tab for myCRM searches

Activated
The layout of the search mask can be improved in function. For a quick loading of existing CURSOR-CRM searches, the Search myCRM tab can be activated. The tab contains a search list with the name and the description of the search. The list is sorted by the name of the search.
The list of all searches by the current user that are saved in their CURSOR-CRM area is displayed.

The tab is only available in search mask for entities and reports.

Deactivated
The tab is faded out

Show tab for other searches

Activated
Displays the list of searches the user has access rights to.
Special feature for search mask to entities:
Analog to the search management also the filter option 'Show all user searches' is provided here. Through user preferences, the user can determine if all user searches or only individual searches (”Show all my searches”) are displayed.
This filter option also applies to the administrator. Search administration should continue to be used for editing system searches.

Deactivated
The tab is faded out

Multiline tabs in search dialog

Activated
If you have selected the option 'Show ... tab' the tabs are displayed depending on the size in several lines.

Deactivated
The tabs are positioned in one cell.

Show search name in search tab

Activated
The title of the tab 'Default search' (former 'Search field') changes as follows:

  • When the search dialog is opened, the tab is called Default search.

  • When the user loads another search the tab gets the title 'Selected search'. The tab receives the “Default search” title when the initial search is loaded again.

If the search mask is called directly from myCURSOR-CRM, instead of the combination Search name + description the combination Display name from myCRM + based on [search name] will be displayed.

Deactivated
The name 'Standard search' is displayed.

Field name color

The parts of a condition are easier to identify if the field description is displayed in its own color.

By double-clicking on the field, you can reach an editing window where you can select the color.

Function color

The parts of a condition are easier to identify if the relational operator is displayed in its own color.

By double-clicking on the field, you can reach an editing window where you can select the color.

Parameter color

The parts of a condition are easier to identify if the value is displayed in its own color.

By double-clicking on the field, you can reach an editing window where you can select the color.

Format

Option

Description

Font size tree (in pt)

Font size for the text in the tree. Adjustable sizes from 10 to 20.

Textfields font size (in pt)

Font size for the text from the input and display fields. Adjustable sizes from 10 to 20.

Label font size (in pt)

Font size of field descriptions. Adjustable sizes from 10 to 20.

Table font size (in pt)

Font size in lists. Adjustable sizes from 10 to 20.

Default font for memo field activity

Default settings for font, font style and font size for the activity text. By clicking on the button ..., a dialog window is opened in which you can make changes.

When transferring CURSOR-CRM to Outlook, the font size and the font are saved.

The font can only be set when the Outlook signature is used and the HTML-editor is not activated.

Activate default font

This option activates the usage of a custom font. If the option is deactivated, the default font from Windows will be used just as before.

Default font

The user can select a font here that should be used in CURSOR-CRM for the display. The font style and font size are ignored.

Animations

Option

Description

Animated progress dialog

Activated
Shows an animated progress bar when loading datasets.

Deactivated
Shows a simple progress bar when loading datasets.

Show inactive levels

Activated
Underneath the tree all loaded datasets are displayed. Once you put the cursor of the mouse on a dataset which is not displayed in the main window, a temporary main window is blended in which contains the content of the dataset.

Deactivated

Reports

Option

Description

Print reports

Activated
The report is directly printed out on the standard printer.

Deactivated
The report is shown on the screen at first.

Print reports through PDF

Activated
The JasperReports respectively the Java report can principally be printed on every printer.
In exceptional cases however, (e.g. with Lexmark c 534dn printers) it is possible to print with other programs on this printer.

  1. The report document is exported to a temporary directory in PDF format.

  2. This PDF is printed to files via the Windows print function

  3. The Acrobat Reader normally prints the document

From Acrobat Reader 6 on the print remains in the background after printing as blank application.

Deactivated
The report is not printed through a PDF-program

Show properties dialog for reports

Activated
Before generating the default report (accessible via the toolbar), the report properties are displayed, so that you can manipulate e.g. result quantities for the sub areas as needed.

Deactivated
The default report is opened directly. The dialog for report properties is not displayed. The default settings for the report apply.

Network settings

Option

Description

Use HTTP Proxy

Activates a proxy server to establish connections

HTTP Proxy URL

Address of the Proxy-server to be used

HTTP Proxy Port

Port of the Proxy-server to be used

User name

User name for the proxy authentication

Password

Password for proxy authentication

myCRM

Option

Description

Save layouts for each folder

Activated
On the myCURSOR-CRM tab for a folder, select a different folder structure (symbols, tiles, list); this setting will be applied for all folders in the myCURSOR-CRM area. The visualization is always the same for all folders.

Deactivated
The folder structure set on the myCURSOR-CRM tab (symbols, tiles, list) is only valid for the corresponding displayed folder. You can choose a different layout for every folder.

Show system tab - Workflows

Activated
The Workflows tab is shown in addition to the myCURSOR-CRM tab. It contains the invocations for all workflows available in the system and cannot be modified by the user.

Deactivated
The Workflows tab is hidden.

Show system tab - Quick Searches

Activated
The Quick Searches tab is shown in addition to the myCURSOR-CRM tab. This contains the calls of all quick searches available in the system and cannot be adjusted by the user.

Deactivated
The Quick Searches tab is hidden.

Show system tab - Main Mask

Activated
The Main Mask tab is shown in addition to the myCURSOR-CRM tab. It contains the invocations for all main masks available in the system and cannot be edited by the user.

Deactivated
The Main mask tab is hidden.

Save last used folder

Activated
When starting the application or loading a myCRM configuration, the last used folder will be opened automatically.

Deactivated
The top level of the myCRM area is always shown when starting. That is the default setting

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