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My Configuration

Description

For each option, you can set up an organization value by selecting the Use Organization check box next to it.

To revert changes to the default settings, click the Reset button in the upper-right corner of the page.

General setup

Localization


../../../_images/my_user_config_localization.png

Localization options

FieldDescription
LocaleSelect the default locale for the user. Numbers, addresses, names and dates will be formatted according to the selected locale.
Primary LocationSelect the country which will be considered the user’s primary location. The addresses the user sees on the interface will be formatted according to the rules of this country.
Format Address Per CountryWhen this option is selected, addresses will be formatted according to the rules of their countries. Otherwise, the primary location formatting will be applied.
TimezoneSelect the timezone for the user location. All dates and times will be displayed according to the specified timezone.
CurrencySelect the currency which you want to use for monetary values.

Map options

FieldDescription
Temperature UnitSelect the temperature unit. This settings will be applied for weather on map.
Wind Speed UnitSelect the wind speed unit.

Language settings


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Languages

FieldDescription
Default LanguageSelect the default language for the interface.

Display settings


../../../_images/my_user_config_display.png

User bar

FieldDescription
Show Recent Emails

Select this check box to display the recent emails on the user bar (they will appear next to the user name).

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WYSIWYG settings

FieldDescription
Enable WYSIWYG Editor

Select this check box to enable text formatting tools for emails, notes and comments.

../../../_images/user_configuration_wysiwyg1.png

Data Grid settings

FieldDescription
Items Per Page By DefaultSelect how many records will appear on one page of record grids.
Lock Headers In GridsSelect this check box to ensure that headers of a record grid will stay visible while you scroll.
Record Pagination

Select this check box to enable the user navigate to the previous or next grid record from a record view page.

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Record Pagination LimitType the maximum number of records that the user can navigate from a record view page.

Navigation bar

FieldDescription
PositionSelect whether the OroCRM main menu will be positioned at the top of the page or on its left.

Activity lists

FieldDescription
Sort By FieldSelect whether to sort activity records by the date when they were created or by the date when they were updated for the last time.
Sort DirectionSelect whether to sort records in the ascending or descending direction.
Items Per Page By DefaultSelect how many records will appear on one page of the activity grids.

Sidebar settings

FieldDescription
Enable Right SidebarSelect Yes to enable the user to see and utilize the right sidebar.
Enable Right SidebarSelect Yes to enable the user to see and utilize the right sidebar.

Reports settings

FieldDescription
Display SQL In Reports And SegmentsSelect this check box to enable the user to review the SQL request sent to the system for a report or a segment.

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Email Configuration


../../../_images/my_user_config_email.png

Signature

FieldDescription
Signature ContentType the signature to be appended to the user’s emails.
Append Signature To Email BodySelect whether the signature must be appended automatically or manually.

Email synchronization settings

FieldDescription
Enable IMAPSelect this check box to enable the IMAP synchronization of the user’s remote mailbox with their OroCRM mailbox. Additional fields that alow you to configure IMAP settings will appear.
IMAP HostAvailable only when Enable IMAP is selected. Enter a host name of your IMAP server, e.g. imap.gmail.com.
IMAP PortAvailable only when Enable IMAP is selected. Enter a port that IMAP uses, e.g. 993.
EncryptionAvailable only when Enable IMAP is selected. Select the type of encryption: SSL or TLS.
Enable SMTPSelect this check box to enable the SMTP synchronization of the user’s remote mailbox with their OroCRM mailbox. Additional fields that alow you to configure SMTP settings will appear.
SMTP HostAvailable only when Enable SMTP is selected. Enter a host name of your SMTP server, e.g. imap.gmail.com.
SMTP PortAvailable only when Enable SMTP is selected. Enter a port that SMTP uses, e.g. 993.
EncryptionAvailable only when Enable SMTP is selected. Select the type of encryption: SSL or TLS.
UserEnter a username used to access mailbox on the configured server. For example, for Gmail, an email address server as a username: alanwise@gmail.com
PasswordEnter the password to a user’s mailbox.

Click the Check Connection/Retrieve Folders button to check whether the specified synchronization settings are correct and to retrieve the current folder structure of the user’s remote mailbox.


Email Threads

FieldDescription
Display Email Conversations AsSelect whether to visually group original emails with replies to them or show all emails separately.
Display Email Conversations In Activity Lists AsSelect whether to visually group original emails with replies to them in the Activities sections of the record view pages or show all emails separately.

Reply

FieldDescription
Default Reply Button

Select which button will be default for replying to emails: Reply or Reply All. Other button will continue be available in the Reply menu, it will just not be on the top of the list.

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Integrations

MS Outlook settings

Note

This functionality is available only for OroCRM Enterprise Edition. For more information about the synchronization with Outlook, see the Synchronization with Outlook guide.


../../../_images/my_user_config_outlook.png

Integration settings

FieldDescription
Sync DirectionSelect whether the data will be taken from OroCRM to Outlook, from Outlook to OroCRM or synchronization will occur in both directions.
Conflict ResolutionSelect whether OroCRM or Outlook has priority if the same piece of data has been changed in both systems.
CRM Sync Interval (In Seconds)Type how often changes on OroCRM side will be checked.
Outlook Sync Interval (In Seconds)Type how often changes on Outlook side will be checked.

Synchronization settings

FieldDescription
ContactsSelect this check box to synchronize the contacts.
TasksSelect this check box to synchronize the tasks.
Calendar EventsSelect this check box to synchronize the calendar events.
Browse maintained versions:2.62.32.01.12
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