» Configuration » Global 
Global
Red text indicates required field
| View/Modify Client | ||
|---|---|---|
| Client Name: | ||
| Email: | Example: name@domain.com | |
| Telephone: | Example: 123-456-7899 | |
| Fax: | Example: 123-456-7899 | |
| Address 1: | ||
| Address 2: | ||
| City: | ||
| State: | ||
| Zip Code: | ||
| Country: | ||
| Last Updated By: | ||
| Last Updated Date/Time: | ||
| Alerts | ||
|---|---|---|
| Auto-empty 'Completed' alerts after: | ||
| Informational alerts expire after: | ||
| Payment request submitted after: | ||
| Payments request submitted within: | ||
| Number of Occurrences: | ||
| Budget | ||
| Default Budget for Events: | ||
| Budget Exceeded by %: | ||
| Contracts | ||
| Send E-Mail on Speaker Contract Change: | ||
| Display | ||
| Max Search Results: | ||
| Max Records Per Page: | ||
| Event | ||
| Event Past Days: | ||
| Pay Onsite Option available before: | ||
| Educational gifts limit: | ||
| Default accounting code for events: | ||
| Event Date/Speaker Change allowed before: | ||
| Mail evaluation forms: | ||
| Assign PW Admin: | ||
| Event Cancellation Days: | ||
| Change Evaluation Form in Events: | ||
| Approval required for new Venue Company: | ||
| Number of Approvals required for new Venue: | ||
| Approval required for new Caterers: | ||
| Number of Approvals required for new Caterer: | ||
| Approval required for new AV Company: | ||
| Number of Approvals required for new AV: | ||
| Expense | ||
| Receipt Required Limit: | ||
| Expense Days Before Event Start Date: | ||
| Expense Days After Event Start Date: | ||
| Evaluation | ||
| Attendee Evaluation Start Date Period: | ||
| File Location | ||
| Completed Sign In Sheet File Folder: | ||
| Activity Event contract file folder: | ||
| Faculty Speaker contract file folder: | ||
| Client Sales Force user data load file location: | ||
| Client users data load file location: | ||
| Online Registration | ||
| Registration Deadline: | ||
| Ability to Add Guest Participants: | ||
| Participants | ||
| Inactivate Participant Automatically: | ||
| Inactivate Participant member after: | ||
If Ranking Type = Text List.
| Ranking Configuration | ||
|---|---|---|
| Ranking Type: | ||
| Ranking Values: |
|
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| Apply Ranking To: | ||
If Ranking Type = Numeric.
| Ranking Configuration | ||
|---|---|---|
| Ranking Tyoe: | ||
| Begin With: | ||
| Increment By: | ||
| End With: | ||
| Apply Ranking To: | ||
If Ranking Type = Alphabetic.
| Ranking Configuration | ||
|---|---|---|
| Ranking Tyoe: | ||
| Begin With: | ||
| Pattern: | ||
| End With: | ||
| Apply Ranking To: | ||
If Ranking Type = Picture.
| Ranking Configuration | ||
|---|---|---|
| Ranking Tyoe: | ||
| # of instances to Begin With: | ||
| Picture File: | ||
| # of instances to End With: | ||
| Apply Ranking To: | ||
| Speaker Administration | ||
|---|---|---|
| Budget Approval Level: | ||
| Default Honorarium Event Amount: | ||
| Potential Scheduled Conflict Hours: | ||
| Speaker Approval needed: | ||
| No of Approvers for New Speaker: | ||
| Are Relationship Limits applicable for new speakers: | ||
| Display Evaluation for Speaker Interface: | ||
| Speaker visibility for Partner Clients and Suppliers: | ||
| Speaker Profile Recovery Period: | ||
| New Speaker notification period: | ||
| Inactivate Speakers after: | ||
| Inactivate Speakers Automatically: | ||
| System Correspondence | ||
| System Email: | Example: name@domain.com | |
| Financial Related Email: | Example: name@domain.com | |
| Contract Related Email: | Example: name@domain.com | |
| Event Related Email: | Example: name@domain.com | |
| System Maintenance | ||
| Show Message On Login: | ||
If Target Type = Text List.
| Target Configuration | ||
|---|---|---|
| Target Functionality: | ||
| Alternate Field Name for Target: | ||
| Apply Target To: | Event Participation List ONLY Speaker/Participant Records AND Participant List Ability to Modify Participant's Target Value For A Particular Event |
|
| Target Type: | ||
| Target Values: |
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|
If Target Type = Numeric.
| Target Configuration | ||
|---|---|---|
| Target Functionality: | ||
| Alternate Field Name for Target: | ||
| Apply Target To: | Event Participation List ONLY Speaker/Participant Records AND Participant List Ability to Modify Participant's Target Value For A Particular Event |
|
| Target Type: | ||
| Begin With: | ||
| Increment By: | ||
| End With: | ||
If Target Type = Alphabetic.
| Target Configuration | ||
|---|---|---|
| Target Functionality: | ||
| Alternate Field Name for Target: | ||
| Apply Target To: | Event Participation List ONLY Speaker/Participant Records AND Participant List Ability to Modify Participant's Target Value For A Particular Event |
|
| Target Type: | ||
| Begin With: | ||
| Pattern: | ||
| End With: | ||
If Target Type = Picture.
| Target Configuration | ||
|---|---|---|
| Target Functionality: | ||
| Alternate Field Name for Target: | ||
| Apply Target To: | Event Participation List ONLY Speaker/Participant Records AND Participant List Ability to Modify Participant's Target Value For A Particular Event |
|
| Target Type: | ||
| # of Instances to Begin With: | ||
| Pattern: | ||
| # of Instances to End With: | ||
| User ID | ||
|---|---|---|
| User ID Creation Method: | ||
| Number of days after which password should expire Password expiry dates: | ||
| Password Expiration Notification Start: | ||
| Reusing Password Limit: | ||
| Disable account after number of unsuccessful login attempts: | ||
| Inactivate User Account after: | Days | |
Last Updated: Shalom Harlow - 06/06/07, 10:15PM