This lesson explains the Settings within Display Settings. Please keep in mind if any of these settings are updated it will affect all users in your database.
General Settings
Default System Settings
The default system settings allows you to do the following:
- select how many records can be viewed on a page
- set the default telephone format
- allow dragging & dropping
- set 'save' confirmations
- view your API key for the Tracker mobile app
- change your company logo
- your app background color
- set your default timezone
- set the default number of records that will return within the card view
Default Activity Settings
The default activity settings allows for the following:
- Set a default number of days for activity follow ups
- A default activity contact type (outbound vs inbound activity)
- The last/next activity view (do you want this to include Date AND Subject or only 1 or the other?)
- Highlight contact methods from the action menu if set to opt-out
- Default follow up activity type
- Activity popup reminders (how much time do you want to be notified about the activity before it's due?)
- Set a default for "recent days" (do you want to see your activities from the past 30 days, 60 or 90)
- Maximum activities to show (100 - Unlimited)
Default Email Settings
The default email settings allow for the following:
- Auto Bcc Sender on Outbound Emails (yes/no)
- Set a default email font
- Set a default email font size
- Set a default email font color
Naming Conventions
- This section will allow you to change the naming conventions of your system's records
- Example, in this database we changed "Account" to "Company"
Shortlist Group Naming Conventions
- This section will allow you to rename the cards in your Shortlist within a job record. For example: We changed Applied to Applications, and Resume Review to Internal Submissions:
Other Naming Conventions
- This section allows you to rename other items within Tracker, such as mobile phone to "cell phone":
Color Coding
- This section will allow you to change the colors of the icons associated to the records in your system:
Activity Types
- From here you can add custom activities that don't currently exist in your database. For example, if you want to add an activity type for "Pre-Screen" you can do so in this section, and set targets against those custom activities
- Standard activities will appear in gray, and custom will appear linked/in blue
- You can also rearrange the order of your activities in the action menu from this section by dragging on the 3 dots to the left of the activity name
Activity Templates
- Activity templates allow you to create pre-defined text that you can pull into Activities when first creating them
- This section in Display Settings allows you to build out those templates, and more information on those steps can be found here
