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1.12 version
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Configuration Settings

Use the Configuration settings to define options to be applied to the OroCRM instance.

Open the OroCRM instance and go to “System → Configuration”.

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The available options are described and explained in the order they appear in the menu by default.

Use Default

Beside each of the settings there is a “Use Default” check-box. If the check-box is active, the default value will be used. Default values for each of the settings are described in corresponding sections below.

Hint

The Reset button will restore the latest saved values.

Application Settings

In the “System → Configuration → General setup → Application Settings” you can define the URL to be used as a value for the {{system.appURL}} in the email templates.


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The default value is http://localhost/oro/.

Localization

Localization Options

In “System → Configuration → General setup → Localization → Localization Options” you can define a number of localization options to be applied to the OroCRM instance, as follows:


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Option Description Default
Locale* Affects formatting of numbers, addresses, names, and dates. English
Primary Location* and Format Address Per Country*

Define the address formatting to be applied. If Format Address Per Country is enabled and the country-specific formatting is enabled for the instance, the address will be displayed in compliance with the rules specified for the country. For example, if the chosen country is Ukraine, the address will be displayed as follows:

ZIP code Ukraine City Street First and Last name

whereas, for the US it will be:

First and Last name Street name CITY NAME, STATE CODE, US, ZIP code Otherwise, the Primary Location formatting will be applied.

 US
First Quarter Starts On* Defines the quarter start date. January 1
Timezone* Defines the timezone to be applied for all the time settings defined in the instance. If the time-zone is changed all the time settings (e.g. due dates of tasks), time of reminders, etc. will be changed correspondingly. UTC +02:00
Currency* Defines the default currency used in the system. There is no currency conversion in the system, so the setting basically defines the currency label applied to the monetary values defined in the system. US dollars

Map Options

In “System → Configuration → General setup → Localization → Map Options” you can define the Temperature Unit and Wind Speed Unit used for the map displayed by the address.

The default values are Fahrenheit and miles per hour (MPH).


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Option Description Default
Locale* Affects formatting of numbers, addresses, names, and dates. English

Language Settings

In “System → Configuration → General setup → Language settings” you can define a number of language-related options to be applied to the OroCRM instance, as follows:

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Option Description Default
Default Language*

Defines the language used for the instance UI. Choose a language from the drop-down menu:

UseDef

 English
Supported Languages*

Defines a set of languages that can be used for translation of the email template. Use the Ctrl and Shift keys to choose the languages from the list.

Supported

 English
Available Translations grid
  • If the Download button is available and the Translation status column is empty, the translation has not been loaded by you. Click the Download button.
  • If the translation has been loaded and has an Up to date status, you can enable it (use the Enable button).
  • If the translation has been loaded and enabled, you can Disable it (Disable).
  • The settings will be applied, once you have clicked the Save Settings button in the top right-hand corner of the page. Enabled languages will appear in the Supported Languages field and in the Default Language drop-down (unless Use Default is checked).
  

Display Settings

In “System → Configuration → General setup → Display settings” you can define a number of display-related options to be applied to the OroCRM instance, as follows:


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WYSIWYG settings

In the WYSIWYG settings → Enable WYSIWYG Editor field, define whether text formatting tools must be available for emails, notes and comments.

The value is enabled by default.

Note

The formatting tools can also be enabled for other text fields in the course of integration.

Activity lists

The activity list setting define different options to be applied to display activities in the UI.

The following options are available:

Option Description Default
Sort By Field* and Sort Direction* Defines the field and direction used to sort activities in the grid by default (every time you open a page with the grid.) You can changed the sorting of the grid each time. By default the activities updated last will be shown at the top.
Items Per Page By Default* Defines the number of activities displayed on one page of the grid by default (every time you open the grid.) You can changed the number each time. 10

Data Grid settings

Data Grid settings define different options used to display all the entity records grids in the UI.

The following options are available:

Option Description Default
Items Per Page By Default* Defines the number of items displayed on one page of the grid by default (every time you open the grid.) You can change the number each time. 25
Lock Headers In Grids* Defines whether grid headers will be locked on a page during scrolling. Enabled
Record Pagination* If enabled, you can navigate to previous or next grid record from a View page Enabled
Record Pagination Limit* Defines a maximum number of records available for the Record Pagination. (If there are more records, the pagination will be disable for the grid to avoid performance deterioration) 1000

Calendar settings

Calendar settings specify the colors available to manage calendars in the UI:

Option Description Default
Calendar Colors*

A set of colors available for different users’ calendars.

CalCol1

 CalCol1Def
Event Colors*

A set of colors available for different events in the user’s calendar.

CalCol2

 CalCol2Def

Reports Settings

If this function is enabled, users can see the SQL request sent to the system for a report.


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This way, users can check if a report has been developed correctly.

Hint

This link will only be available if the View SQL query of a report/segment capability has been enabled for the role.

Tracking

The Tracking section specifies the settings to be applied for all the Tracking records created in the system instance.

The following options are available:

Option Description Default
Enable Dynamic Tracking If enabled, tracking data will be processed in the real-time mode. Please note, this may affect the performance. Enabled
Log Rotation Interval Defines how often log files must be processed if the Dynamic Tracking is disabled. 1 hour
Piwik Host The field must be specified if you want the tracking data to be sent to a Piwik account. The value corresponds to the Piwik analytics URL of your account. None
Piwik Token Auth The field must be specified if you want the tracking data to be sent to a Piwik account. The value corresponds to the Piwik token_auth field. None

Caution

In order to enable the data transfer to a Piwik account, the “identifier” field of the Tracking Website record shall be the same as the Website ID used by Piwik.

At the bottom of the form there is a link to the grid of all the Tracking Website records.

Upload Settings

In the section you can define a set of mime types that will be supported for image and file entities and will be by default supported for attachments in the system.

Hint

If attachments are enabled for an entity (see steps 5 of the Create an Entity instruction), the settings will be applied only if entity’s mime type list is empty.

Email Configuration

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In the Email Configuration section you can define options, applied to all the emails generated within the instance.

The following settings are available:

Autocomplete

Choose how many characters shall be entered manually to enable auto-complete for emails.

Signature

You can define a signature that will be added to all the email bodies created within the instance. The following fields are available:

Option Description Default
Signature Content Specify the text and formatting of the signature Empty
Append Signature To Email Body Defines whether a signature must be added automatically or manually. Auto

Email Threads

The section field Display Emails In Activities As* defines if the emails and replies must be displayed separately or in a thread.

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Reply

Reply button with the Forward and Reply all options below it is available by default. The settings can be changed to have “Reply all” shown at the top.


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Notification Configuration

The section defines the rules that will be applied by default to a notification generated in the OroCRM. You can define the Sender Email and Sender Name to be used.

Campaign Configuration

The section defines the rules that will be applied by default to emails generated as a part of marketing campaigns in OroCRM. You can define the Sender Email and Sender Name to be used if no other values are defined for them.

System Mailboxes

System mailbox allows people who don’t have access to the company mailbox addresses write to the company.

You can create several system mailboxes. This may be, for example, a mailbox for support request, for business proposals, for order requests, etc. You can define and modify the list of OroCRM users who have access to each of these mailboxes, automatically turn letters into cases or leads, and set-up auto-responses. The way to set up a system mailbox is described in the System Mailboxes guide

Integrations

In this section you can define rules applied to pre-implemented integrations.

Google Settings

The only integration by default available in the community editions is integration with Google. In the System> Integrations>Google Settings you can define the details used for google single sign-on, which enables user with the same Google account email address and OroCRM primary email address to log in only once in the session, as described in the relevant guide

Email Settings

Integration with Microsoft Exchange server is available for the OroCRM Enterprise Edition only. The integration allows automatic uploading of emails from mailboxes on the server to OroCRM. OroCRM will collect any letter on the server such that one of its from/to fields is an email address assigned to any contact and the other one is an email address assigned to any user in the OroCRM instance. The integration set-up is described in the relevant guide

MS Outlook Settings

Integration with Microsoft Outlook is available for the OroCRM Enterprise Edition only. The integration allows automatic synchronization of all the contacts, tasks and calendar events available for the user can be synchronized with the specified Outlook account and vice versa. The integration set-up is described in the relevant guide

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