Data Entry Configuration Settings

Data entry settings are related to the various ways in which the system accepts data, and can span a range of areas in the system. To access these settings, navigate to the Configurations App > Settings. Expand the Data Entry section.

Managing Certificate Settings

These settings allow members and staff to download earned certificates for becoming a member, attending an event, or becoming certified.

  • Allow Members to Download Certification Certificate: Enabling this check-box gives non-staff users the option to download a certification certificate.
    This option is accessible on the My Profile page > Purchases tab > Certifications menu option.

  • Allow Members to Download Event Training Certificate: Enabling this allows a non-staff user who has attended an event to download an event attendance certificate.
    This option is available via the My Profile page > Purchases tab > Event menu option > Event Registration Detail page.

  • Allow Members to Download Exam Certificate: Enabling this check-box allows a non-staff user who has passed an exam to download an exam certificate.
    This option is available via the My Profile page > Purchases tab > Exam menu option.

  • Allow Members to Download Member Certificate: Enabling this check-box allows a member to download a certificate confirming their membership.
    This option is available via the My Profile page > Purchases tab > Memberships menu option.

  • Allow Staff to Download Certification Certificate: Enabling allows a staff user to download a customer's certification certificate on an Individual Record > Purchases tab > Certifications.

  • Allow Staff to Download Event Training Certificate: Enabling allows a staff user to download an event attendee's certificate on an Individual Record > Purchases tab > Event menu option > Event Registration Detail page

  • Allow Staff to Download Member Certificate: Enabling this check-box allows a staff user to download a member's certificate on a Customer Record > Purchases tab > Memberships menu option.

Setting Member Data Update Permissions

  • Allow Members to Edit Individual Identity Fields: Causes the Personal Info fields to become editable by non-staff on the My Profile page.

  • Allow Members to Edit Organization Identity Fields: Applies to non-staff with the ability to manage their organization's information. When this setting is enabled, when navigating to the My Organization page > Account tab, these users can edit their organization information.

  • Allow Member to Add Individuals: If a non-staff person has a relationship type allowing them to purchase for their related organization's information, this setting allows them to add new individuals to the system during group event registration.

  • Allow to Edit Record Number: Allows staff to edit the record number on Customer Records.

Data Concierge Settings

  • Data Concierge Company Relationship to Show: Choose which relationship type to show on the "relationships" step of the data concierge. Leaving this blank shows companies with any relationship.

  • Data Concierge Membership Type to Show Services: Choose which membership type indicates that the organization has services. Leaving this field blank causes the services step not to appear.

Default Customer Record Configuration Settings

The settings below apply to new customer records, contact methods, and new relationships being saved to customer records. Settings configured here will automatically be applied when the contact method or relationship is created, though a different option can be selected.

  • Default Address Type

  • Default Country

  • Default Currency

  • Default Email Type

  • Default Phone Type

  • Default Individual Organization Reciprocal Relationship: When an individual to organization relationship is created automatically, this relationship type is automatically applied to the organization.

    Example: An example of an automatically created relationship is the staff process of adding a new individual and associating them with an organization from the Add New Individual form.

  • Default Individual Organization Relationship: When an individual to organization relationship is created automatically, this relationship type is automatically applied to the individual.

  • Default Individual Organization Relationship Start Date: In a scenario where a new relationship between an individual and organization is auto-created, this setting defines what Start Date should be applied to the relationship.

  • Default Show in Directory for Customers: Choose whether the "Show in Directory" check-box on the customer record should be auto-selected.

  • Default Show in Directory for Contact Info: Choose whether the "Show in Directory" check-box is auto-selected when contact methods are created.

  • Default User Password

  • Individual Profile Title Display: Choose the information that appears next to the title of an Individual Record.

  • Notes Do Not Show Alert Check-Box Behavior: Affects the function of notes on Customer Records. When a note pops-up as an alert and a user clicks "Do Not Show Again," this setting determines whether the note doesn't show again just for that user or for all users.

  • Parent Relationship to Organization: This setting ID's the "parent" organization relationship type in your system and is used (for example) in pages using the My Organization Subsidiaries web content.

  • Require Addresses to have a Postal/ZIP Code: Requires all addresses to be entered with a postal/ZIP code.

  • Region Assignment: Choose whether regions in your system are set manually (that is, assigned by staff to each customer record) or by ZIP code (regions have been created and assigned to a ZIP code range, and automatically apply based on customer address ZIP code.

  • Self Link End Date All Previous Orgs: If non-staff users are permitted to create relationships with organizations, enabling this setting causes their other pre-existing relationships with organizations to be end-dated. When enabled, this automatically end dates other relationships of that type for a customer when they link themselves to an organization.  E.g., if customer Theresa Mayes has an "Employee" relationship with Natura, Inc. AND Veracity Org and self-links to Magnolia, Inc.  Her Employee relationships with Natura and Veracity are automatically end-dated.

  • Self Link Org Search Method: If non-staff users are permitted to create relationships with organizations, this setting determines how the system allows them to search for organizations. There are three options: "None," the default setting, meaning that search is disabled, "Allow Full Search," meaning that non-staff can search from all organizations in the system, and "Use Signup Settings," indicating that signup settings should be used when non-staff are searching.

Education Credit Settings

  • License Type for CLE: Choose the license type that should be used for continuing legal education credit functionality.

Inventory Settings

  • Low Inventory Count: This setting causes the "low inventory" message to appear for shoppers once the inventory for that item reaches the indicated number.

Data Field Settings - Lookup or Free Text

Some settings in this section can be configured to allow certain fields to accept values as a lookup field (default setting) OR via free text.

If "free text" is selected, the Customers App > Setup menu option will be hidden, since no lookup values are required.

These fields include:

  • Education History - Degrees: Related to tracking an individual's earned degrees. If this is set to use a lookup field, the values must be configured under the Customers App > Settings.

  • Education History - Field of Study: Related to tracking an individual's related fields of study. If this is set to use a lookup field, the values must be configured under the Customers App > Settings.

  • Education History - Institution: Related to tracking an individual's related institutions. If this is set to use a lookup field, the values must be configured under the Customers App > Settings.

Change Log Email Settings

  • Change Log Notification Recipient Email Address: Enter the email addresses (separated by commas) of users to receive the change log notification email resulting from the Crm.ChangeLogEmail process being run. See also, Emailing Customer Record Change Logs.