User preferences in Windows Client
You can adjust CURSOR-CRM to your wishes through user individual program settings. The program settings are found under Options/User preferences.
General
Main colour of the application | Color the surface of CURSOR-CRM in a color you like. The set main color is classified for the different objects from the interface. Select a rather darker color for this reason. Colour suggestions are found on the page Base colour. Self-defined colors are not permitted. |
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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. Deactivated |
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. |
Subview update wait time (0 = no update) | In the list view, data linked to the dataset are shown in the Sub area (see Automatically show default sub 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 |
Activity types for schedule | Activity types are defined, which are displayed in the CRM Schedule. The following types are activated by default:
In the Month view, ONLY meetings and appointments are displayed. In other views, all available activity types are displayed. |
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. 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. |
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.. If the option Switches to lists is selected, the close-button in the toolbar is moved to the left. |
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:
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.
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. |
Save layout and bounds | 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, once the program window has ever been moved there. 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. |
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 notification | When active, notification messages are displayed for new entries of the Reminders, Jobs, Remaining Tasks, and News areas. By default, the notification windows are active. |
Use Infoboard desktop | You can switch between the classic and the Infoboard desktop |
Activities
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 | Activities of the type 'meeting' are highlighted in list view (standard color: blue). |
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. |
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. |
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 saved as document in CURSOR-CRM. After sending / importing the e-mail, a dialog window opens, where you can select the subject, category and key words to the new dataset document. 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). |
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
Activity import when opening the activity window | 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 initiate the activity synchronization manually through File / Import Activities. |
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Import internal mails | Activated Internal e-mails are offered for import during the Activity synchronization. (Default setting) Deactivated Internal e-mails cannot be imported. |
Import mails from folder [Import Ordner] | Activated During Activity synchronization, all e-mails from the "import folder" are read and offered for import. Imported e-mails are moved to the folder "CRM Activities". (Default setting) 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.
Deactivated When synchronizing, e-mails marked unread are read from the "Inbox" folder and offered for import. Imported e-mails are moved to the folder "CRM Activities". 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.
The main window Activities is not automatically opened after synchronization.
The imported activities are directly displayed in the main window Activities.
After synchronization, you select from a wizard, whether the imported activities shall be displayed in the main window Activities or not. |
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. Also those activities (e-mails) sent to two employees for example and already imported by the other employee are displayed. Example An e-mail is sent to A and B. A imports the e-mail at first and is also indicated in the activity as 'delegated to'. When B imports the e-mail, the e-mail is not previously displayed in his/her list since he/she has not been entered as 'delegated to'. 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. |
Delete demand 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 | Activated When creating e-mails, instead of using the signature from CURSOR-CRM, the signature from the Groupware system is used. Deactivated The CURSOR-CRM mail signature is used. The e-mail signature in CURSOR-CRM is set 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. |
Storage type for contacts | (Contact partner synchronization) The name is highlighted in the Outlook contact overview. You can decide how the name is composed for the contacts imported from CURSOR-CRM (e.g. name, last name) through Save properties of contacts. |
Synchronisation 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.
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).
During the first Drag and Drop import after the login the activity synchronisation is carried out.
If this option is selected, the activity synchronisation 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. |
Drag&Drop Mailimport without wizard | Implements mail import via drag&drop without further treatment of the wizard. In the default setting, this option is deactivated. |
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. When sending emails, this is only valid for internal emails. During external sending of emails, contact person details will never be added to the subject, no matter how the user preferences were set. Deactivated The additional information are not written into the subject. In the default setting, this option is deactivated |
Contact person synchronization | This option controls whether contacts are directly updated during manually evoked contact person replication or whether a query is produced if data contain modifications. Changing this user option only affects the Windows client. |
Automatic synchronization of contacts | Activated If active, personally selected contact persons are automatically synchronized with the Exchange Server and thus with Outlook contacts as well. The last change in any of the systems leads to synchronization on the Exchange Server. Deactivated If deactivated, synchronization must be started manually. |
Convert email attachments to PDF | 4 options are available:
When forwarding emails with attachments in CRM, the attachments are not converted to PDF. The attachments are always forwarded in their original format. |
Receive mails in addition to notifications | Users can set and decide whether to automatically send mail notifications for mentions, delegations, notifications or changes in observed datasets in addition to the messages in the CRM system to ensure proper information flow and that no information is lost. |
Integration
Excel export directory | Reports in Excel-format are saved to the folder displayed here. |
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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 Example '0': The file is deleted directly upon exiting the application. '1': The file is deleted when closing the application, when the file is older than 1 day - so this is 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. |
Obligation for returning documents before closing application | Activated When closing the application, you need to either return borrowed documents or discard your changes. Deactivated You can close the application without returning borrowed documents. |
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 | Whenever opening a serial letter the main document is mixed up with the control file as the path for the main document and the control file differs from user to user. This option is deactivated by default. Deactivated |
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 (e.g. Proxy-settings) that argue against an invocation on the server, the application-sided invocation can be forced in 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. |
Import of documents | You can decide for yourself whether or not to use the wizard when importing documents via drag & drop or when opening generated Excel documents.
The wizard is executed as before with all steps (including contact person and business partner linkages, if existing) when importing documents via drag & drop or when opening the generated Excel files.
Only one dialog is displayed to link all or respectively no contact persons or business partners (steps 3 and 4 of the original wizard), if there are contact persons or business partners to be linked.
No wizard will be executed. If contact persons or business partners to be linked exist, they will be linked automatically without request.
No wizard will be executed. Even if contact persons or business partners to be linked exist, they will not be linked automatically. If linking is requested, you as user have to process this manually. |
Open document set after import | The document set will be opened automatically after import. |
Lists
Show grid | Activated In a list, columns and rows are separated by lines. Deactivated Column and row lines are hidden. (Standard) |
Table background color | A background color highlights a marked row in a list. (Standard: Grey) Double clicking on the field opens an editing window, where you can choose a color. |
Focused cell background color | A background color highlights a focused cell in a list. (Standard: Light grey) Double clicking on the field opens an editing window, where you can choose a 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. (Standard) |
Table column selection | Activated You can mark individual fields in a list, to export them to Excel, for example. Deactivated You can mark whole rows only. (Standard) |
Tree
Number of levels | Number of datasets below the level branch, which are to be displayed in front or behind 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. 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. (Default setting) Deactivated In the tree no information about the number of datasets is displayed. |
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. (Standard) 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. |
Hide click history | Activated Click history is not displayed. To switch to an arbitrary level, just click in the click history. Deactivated In standard the option is not active(click history is not displayed). |
Hide tree | Activated The tree is faded out. Client needs to be restarted. (Standard) Deactivated The tree is not displayed. |
Search window
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>>). |
Show tab for myCRM searches | Activated The layout of the search mask can be improved in function. To quickly load from existing CURSOR-CRM-searches the tab myCRM searches can be activated. The tab has a search list with the names and the description of the search. The list is sorted by the name of the search. Displayed is the list of all searches of the current user which are stored in his/her CURSOR-CRM-area. 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:
If the search mask is directly invoked from CURSOR-CRM, so, instead of the combination search name + description the combination display name from myCRM + based on [search name] is displayed. Deactivated The name 'Standard search' is displayed. |
Field name colour | 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
Font size tree (in pt) | Font size for the text in the tree. Adjustable sizes from 10 to 20. |
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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. |
Font to detect field length | The length of lookup and date fields is detected by this font. Initially the windows-default is set. This option should only be changed if the windows version was changed and therefore problems with the mask occur. In this case you should switch to the font of the Windows version with which the mask was created. |
Enable standard font | Activated Once activated the font of the user is applied. (Standard) Deactivated Once deactivated the standard font of the operating system is applied. |
Standard font | The font of the user can be selected. |
Default font for memo field activity | Default settings for font, font style and font size for the activity text. By clicking the ... button, a dialog window is opened, in which you can edit the settings. Additionally to the transfer of CURSOR-CRM to Outlook the font and font size are adopted. If an e-mail is sent out, the link (only for internal mails) and the text with font and font size are formatted as pre-set in the user settings. The font can only be set when the Outlook signature is used and the HTML-editor is not activated. |
Animations
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
Print reports | Activated The report is directly printed out on the standard printer. Deactivated The report is shown on the screen at first. (Standard) |
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.
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 (Standard) |
Show properties dialog for reports | Activated Once a report with sub ranges is invoked from the print menu, the dialog 'Report properties' is displayed in order to affect the display of the sub ranges. (Standard) Deactivated This setting allows to turn the dialog off. Then the report is started immediately with the standard settings for sub ranges. |
Network settings
Use HTTP Proxy | Activated The Client is to get access to the external network through a Proxy-server (RSS-feeds, web services) Deactivated The Client is to get direct access to the external network. For default, this setting is to be pre-set by the administrator within the entire system. |
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 | List of exceptions, not applicable for proxy settings, divided by comma |
myCRM
Save layouts for each folder | Activated On the tab myCRM select a different folder structure (symbols, tiles, list) and this setting is adopted to all folders in the myCRM area. The view is the same for all folders. Deactivated The folder structure set on the myCRM tab (symbols, tiles, list) is only valid for the corresponding displayed folder. You can choose a different view for each folder. |
Save last used folder | Activated If activated the folder used last is displayed. Deactivated If not activated the top level is displayed. |
Stores last selected combobox entry | Activated If activated the entry used last is displayed. Deactivated If not activated the myCRM entry is displayed. |
CTI configuration
CTI dialog | Activated If active, a CTI dialog is displayed for a notification. (Standard) Deactivated A notification is displayed |
Show CTI calls in notification system | Activated If active, incoming calls are displayed in the notification system. (Standard) Deactivated CTI calls are not displayed, |
Zen mode
Activate Zen mode | Activated The "Zen mode" is intended to simplify working with the system. It is especially suitable for beginners or occasional users. The Zen mode describes the default value for a group of user preferences. If Zen mode is inactive, the individual buttons can still be set individually by the user. Deactivated Zen mode off. Individual suboptions can be configured. |
Automatically maximize main and sub areas | Activated If active, the areas are maximized. Deactivated If inactive, the areas must be enlarged manually |
Save last active folder | Activated The last active folder is persisted. Deactivated The last folder is not persisted. |
Use simple icons | Activated If active, simple icons are used (without additional symbol). Deactivated If inactive, default icons are used. |
Determine number of datasets | Activated If active, the number of datasets is determined. Deactivated If inactive, the number of datasets is not determined. |