Application Configuration Settings
Application settings include overarching settings for the functionality or appearance of the entire application, including contact information for the site, system logos, and more. These settings are located in the Application section of the Configuration App > Settings Feature.
Access Request Email Settings
This setting allows a staff user to be set to receive an application access request email.
- App Access Request Admin Email
- App Access Request Email Template
App Access Request Admin Email
The email entered in this field will receive a notification whenever a user sees a message indicating they do not have access to a certain area and to click here to submit a request to access said area.
Such requests are sent to the "App Access Request Admin Email."
Application Company Information
Set the organization address, email, name, and phone number in the Application Company information fields. Data set in these fields appear on invoices, orders, payments, credits, and reports.
- Application Company Address
- Application Company Email
- Application Company Name
- Application Company Phone
- Application Small Logo Path
- Application Large Logo Path
- Application Name
The address set in this field appears on orders, invoices, payments, and credits. It can also be set to appear in reports.
The Application Company Email appears on invoices, orders, payments, and credits, and can be set to appear in reports.
This email address also appears in login and password help pages. When the help icon on the Login Page is clicked and the help window displays, this email address will appear in the resulting help window.
This setting also allows staff to test emails if the Allow Live Email setting is turned OFF. When Allow Live Email is turned off, all emails to customers are blocked and test transactions can be performed. However, if an Application Company Email is set, the system "looks" at the domain name of the Application Company Email and permits emails to go out to addresses of the same domain name. This allows staff to receive and test the look of emails that will go out to customers.
This name appears in the page footer next to the copyright symbol, as well as on invoices, orders, payments, and credits.
It is also used in the default Forgot Password Template, Verify Email Template, and Welcome Email Template, all of which appear under the Configuration > Settings > Email section. The name appears as {{CompanyName}} in each of these templates and can be moved or removed altogether when these templates are changed.
The Application Company Phone appears on invoices, orders, payments, and credits, and can be set to appear in reports.
This phone number also appears in login and password help pages. When the help icon on the Login Page is clicked and the help window displays, this phone number will appear in the resulting help window.
This image appears on invoices, orders, payments, and credits, as well as on the Login Page and on the Verification Email.
When inserting an image path, it is recommended that staff upload the image to the Uploads App and link to the image path from that location. For additional information about this process, please see the help topic: Pointing an Image Path to an Uploaded Image.
This image appears in the upper left area of the header, as well as in the Welcome Email and Verification Email.
The Application Name appears in the browser tab when the system is accessed, as well as on the Login Page and Verify Email Page.
Application List Settings
These settings help determine how various lists should appear throughout the system.
- Default Child List Page Size
- Default List Pager Button Count
- Default List Page Size
- Query Result List View Button Placement
Default Child List Page Size
Child lists are lists that exist within page content. For example, a query results list occupies the entire page. A child list appears as an item of sub-content, such as a list within a Customer Record.
Default List Pager Button Count
In a list, such as a query results list, if the number of records exceeds the List Page Size and the list paginates, this is the maximum number of list page buttons that will appear. In the example below, the Default List Pager Button Count has been set to "5," and a maximum of five list page buttons appears.
Default List Page Size
The number indicated in this field is the default number of items returned in list results. In the example below, "10" is set as the default number of items returned in a query list. Users can still select a different number if desired.
Query Result List View Button Placement
This option allows staff to set where the View buttons on a query result set should appear. Options are "Left" or "Right."
Contact Category Flow Down
- Enable Contact Category Flow Down
Enable Contact Category Flow Down
Setting this configuration to "on" causes the customer Category to flow down from a member to customers with relationship types allowing them to receive member benefits from the primary membership holder.
Example: Say "Membership A" allows for benefits flow down to related customers of the "Employee" relationship type. If ABC Organization purchases this membership, benefits flow down to related individuals of the "Employee" relationship type.
When the Enable Contact Category Flow Down setting is turned on, any categories applied to ABC Organization also flow down to related individuals of the "Employee" relationship type. Note that this applies only to members—in this scenario, categories would not flow down between non-members and their related individuals of the "Employee" relationship type.
Roster Display Settings
These settings determine how related individual and organization information should be displayed in the Organization Roster viewable from the Organization Record > Account tab > Relationships menu option, by clicking the View Organizational Roster button.
- Roster Individual Display Label
- Roster Organization Display Label
