The Address book settings let you customize the look and feel of DocuNote Address book.
| Setting | Description |
|---|---|
| Common address book settings | |
| (88) Number of items per page | Defines the amount of contacts and contact shortcuts to be displayed per page. |
| (101) Remove exclusion entries when sorting | Allows you to activate/deactivate exclusion entries when sorting in contact lists. For details, see ‣ |
| (128) Google Maps URL | Allows activating Google Maps service by entering URL of specific format. For details, see ‣ |
| (161) Related cases and documents in AB view | Allows you to set the default custom column view for Related cases panel in the Address book. |
| (332) Contact name pattern | Allows you to control how the name of the contact is displayed in the Contact Picker fields. The following references are supported: |
| • [FullName] | |
| • [Account] | |
| • [Company] | |
| • [DisplayName] | |
| • [Country] |
Tip: Right-clicking within the field provides all supported references in the context menu. Please note: The custom property Contact name pattern, if defined on the specific Contact Picker field will overrule this global setting. | | (395) Personal number validation | Defines whether user is allowed to proceed when filling in Personal number that is not valid. • If the setting is set to Comply, system won't accept invalid Personal numbers. • If the setting is set to Warning, system will accept invalid Personal numbers while giving a user warning about this.
Please note:
If the invalid personal number indicated by the user is also defined in the Personal number validation exception field of hidden settings, then Comply setting will serve as Warning - accepting the invalid Personal number while notifying the user. |
| (532) Address book column view | Defines which column overview is used in the Address book. |
| (722) Contact name pattern in picker search | Allows you to control how the name of the contact is displayed in the Contact Picker fields during search.
The following references are supported:
• DISPLAYNAME
• CONTACTPOSITION
• CITY
• ZIPCODE
• FIELDNAME
Please note: Sorting of the entries during the search in picker fields will always be performed alphabetically. | | (735) DAWA search service path | To insert the path from where your addresses for direct search should be provided. | | (736) Enable DAWA search | Allows you to enable direct search in address field. | | (741) Automatically cleanup disabled users in days | This feature allows you to set up the cleanup of DocuNote users at specified periods after the user account has been disabled. Default value is “Never”. Possible periods: 30, 60, 90, 120, 180, 360. The setting is handled by the “DocuNote Generic Processing” service, running every night.
Please note:
Only data about user gets deleted. |
| Settings for parties related to cases and documents | |
| (48) Show related cases | • Show none - none of related cases will be shown;
• All parties - the cases that are linked through all Contact picker and Parties metafields will be shown;
• [Custom name] - only the cases that are linked through this specific metafield will be shown.
For details, see ‣ |
| (168) Show related documents | • Show none - none of related documents will be shown;
• All parties - the documents that are linked through all Contact picker and Parties metaform fields will be shown;
• [Custom name] - only the documents that are linked through this specific metafield will be shown. |
| Settings for synchronized contacts | |
| (66) Edit synchronized contacts | Allows you to edit the contacts that are synchronized with IntraNote CRM.
Please note:
DocuNote CVR service. |
| Settings for company links | |
| (67) Direction for company links | When attaching companies to each other, you can decide how the system should visually display this relation.
• One-way - the related shortcut is displayed only under processed company.
• Both ways - the related shortcuts are displayed under both companies that are linked to each other. |
| Settings for contact position | |
| (72) Allow free text for contact position | • Yes - Activates text box with a list box attached. Users can either type or select their choice from predefined positions.
• No - Activates only drop-down box. Users can only select their choice from predefined positions. |
| Settings for permissions | |
| (90) Use permission type | If you have both Module and Address book role permissions given to user or user group, you can decide what permissions should be active and what should be not:
• Module role permission - Activates the permissions defined under Module role.
• Address book role permission - Activates the permissions defined under Address book role.
For details, see ‣ |
| Settings for disabled contacts | |
| (160) Check disabled contacts at document creation/editing | If selected, the system will inform about disabled contacts, if any, during the document creation/editing. |
| (550) Check disabled contacts at case creation/editing | If selected, the system will inform about disabled contacts, if any, during the case creation/editing. |