Options / General tab
Email Program (web only): Default or Gmail. If 'Gmail' is selected, clicking on an email link in a Contact screen will open Gmail in a new web browser window. If 'Default' is selected,
the default email program will open.
Data Shared by All Users:
when this option is checked, user privileges are overridden, i.e. all Contacts and Companies are accessible by all users, even Standard Users, who can otherwise only access the data they own.
In this case, when a Standard User is not explicitly an Owner of a data item, the Edit and Delete functions are blocked for the user.
See
Sharing Data and Access Rights
Display Contact Company:
when checked, the company name appears next to the contact in all drop-down lists, e.g. in edit project, deal, job, task,...
Enable Mass Mailing for all users:
when checked, the 'Mass Mailing Tool' menu appears in the Send button menu for all users including Standard users. Unchecking will display the menu only for Admin and Manager users
Use Localized Alpha Sorting:
Check this option if you have records with accentued characters. This may slow down the performance.
Display Notes on Contact or Company web main screen (web only): when checked, notes appear directly on the Contact or Company main screen. This is useful if you want to print the Contact
screen including notes. To print, click on the 3-dot menu and select Print.
Standard Users can see other user's location: when checked, standard users can see the geographical location of other users in the My Team Map.
Only Admin can edit My Team users: when checked, standard users and managers are not able to edit a Contact that is in the My Team list.
