Managing Preferences
Use the Preferences page to manage many of the configurable settings within XFRACAS. Permissions required to access this page: Access Admin Tab, and Manage System Wide Preferences or Manage Entity Preferences.
To open the page, choose Admin > Configure > Preferences.
Choose Admin > Preferences > Save to save any changes.
System-Wide Preferences apply to your organization's entire XFRACAS implementation; all other preferences must be managed separately for each entity. The drop-down list at the top of the Preferences page determines which entity-specific preferences are currently displayed.
Preferences are grouped by type (e.g., true/false, date, string, etc.) and then listed alphabetically on the XFRACAS Preferences page. In the help topics listed below, however, related preferences are discussed together when applicable and may not always appear in alphabetical order.
- System-Wide Preferences
- Boolean Preferences
- Date Preferences
- Display Option Preferences
- Integer Preferences
- String Preferences
- Time Zone Preferences
- URL Preferences
- Target and Completed Dates
Preferences for e-mail alerts are covered in a separate help section. To see which preferences apply for a given situation, see Conditions for Triggering E-mail Alerts.