Misc. Tab

Learn how to configure additional global interface settings.

Use the Misc. tab to configure additional global interface settings:

Summary Index Card

  • Show links: Enable this option to determine that links to the parent record are displayed in the summary index card. Users can click on a link to switch to the parent level, >> Summary Index Card in the User Manual.
  • Link area: Enable this option to determine that users can click anywhere in the summary index card to access the parent level. No links are displayed in the summary index card.
  • Display level icon: Determines whether the parent level's icon is displayed in the summary index card.
  • Display level text: Determines whether the name of the parent level is displayed in the summary index card.

Levels

  • Arrange all info areas vertically: Enable this option to determine that the parent level is displayed to the left of child levels. If this option is disabled, the parent level is displayed above the child levels.
  • Open all info areas in integrated view: Determines whether all levels are opened in integrated view, >> Integrated View in the User Manual.
  • Show info area name in tooltips: Determines whether the name of the level is displayed when the positioned anywhere over the mask or list background.
  • Different background for active info area: By default, levels are displayed with the background defined for the corresponding mask, see Mask Properties. If this option is enabled, the color selected under Active Level on the Colors tab in the user interface settings is used instead, see Colors Tab.
  • Show info area relationship indicators: Enable this option to display a small arrow pointing from the parent to child info area in integrated view.

New Documents

You can determine whether document records should be added As standard documents, As OLE documents or whether the user should decide (Query before adding), see Document Management in the User Manual.

Rep Catalog

If the database contains a large number of reps, opening the rep catalog in tree view can impact on performance, see Rep List in the User Manual.

If more than 10,000 entries are present, a warning is displayed, and the user can decide to cancel the process. Only the first 70 dependent entries are displayed for each entry.

The following options are available:

  • Start with list: The rep list is displayed as a list.
  • Start with tree: The rep list is displayed as a tree.
  • Only display list: The rep list is opened as a list, and users cannot switch to the tree view.
  • Only display two levels: Enable this option to determine that the display is limited to two levels in the hierarchy: a user and that user's group. If this option is disabled, the hierarchy is not limited to two levels, and each branch can be expanded further.
  • Start with rep view: When opening the rep list in tree view, reps are listed on the top-most level.
  • Start with group view: When opening the rep list in tree view, groups are listed on the top-most level.

E-mail

  • Save as activity: Enable this option to determine that the Activity level should opened in new mode if a user clicks on the link or e-mail icon in an e-mail field.
  • Default values: Specify any default values for activities added by clicking in e-mail fields, see Defining Default Values in the User Manual.
  • Mask: Select the mask to be used when adding the activity record.

Miscellaneous

  • Show tooltips: Determines whether tooltips are displayed, e.g. for entries in the general toolbar and icon bar.
    Note: You need to select a Unicode font for tooltips in the Windows display settings to display double-byte characters in tooltips.
  • Display shortcut in tooltips: Determines whether keyboard shortcuts are also displayed in tooltips.
  • Do not query reciprocal relationships: Whenever a relationship is added, the system asks the user whether a reciprocal relationship should be added as well. Enable this option to suppress the prompt. The reciprocal relationship is then added automatically, see Relationships in the User Manual.
  • User-specific transfer formats: When loading transfer formats, the Global formats option is enabled by default, see Global Formats in the User Manual. Enable this option to determine that the Global formats option should be disabled by default.
  • Document button always active: By default, the Document context menu entry (or button) is only active if documents are present for the current record. Enable this option to determine that the Document context menu entry (or button) should always be active. This setting can improve performance when switching between records, as the system no longer checks whether any documents are present for the current record.