This heading is in relation to the way this Area looks visually
Default View - Set the view to use for this Database Area. Also, look at the Default View option in the User Profile.
Default Script - Set the Script to use for this Database Area. Also, look at the Default Script option in the User Profile.
Telephone No. Format - Set the formatting for telephone numbers when editing in the Account View screen. eg (xxx) xxx xxxx. Telephone numbers can also be formatted in bulk using the Assign function.
Date Format - Select from:
European 12 hour: Day/Month/Year hh:mm am/pm
European 24 hour: Day/Month/Year hh:mm
American 12 hour: Month/Day/Year hh:mm am/pm
American 24 hour: Month/Day/Year hh:mm
International 12 hour: Year/Month/Day hh:mm am/pm
International 24 hour: Year/Month/Day hh:mm
History Records - Limit the number of Contact History records shown in the Account Details Screen.
Save email body in Contact History - If not checked the document name will be stored in the Contact History. If checked the entire document text will be stored in the Contact History.
Contact Options - Linked options that allow you to format the Contact Panel.
Layout Type -
Grid - All contacts are shown with their details all displayed together on the Contacts Panel.
Tab - All contact names are shown in page tabs, but the selected details are shown for only the selected name. Click another tab (i.e. Contact Name) to see their details.
No. of Contacts in Grid Layout - When the option above is on Grid, this option controls how many names are shown before the list starts scrolling.
Make selected Contact Primary - When you select a Contact and save the Account it will make the Contact you selected the Primary Contact in the Account.
Show Separated fields - If not turned on only one field is shown for the whole contact name. If turned on, the next three options below control which fields are shown.
NOTE: The options below are only shown if Show separate fields are turned on.
Show Title - This makes the Title field display (for Mr, Mrs, Ms etc)
Show Firstname - This makes the Firstname field display.
Show Initials - This makes the Initials field display.
Area Logo URL - URL of a logo image file relevant to this Area. The image is shown on the Dashboards.
Themes - Select a colour scheme to use for this Database Area.