Legacy Tab
These options affect system wide settings and can only be edited by Admin or Super-Users. To access, navigate to the Admin tab on the top right corner. In the User Menu click on Organization, from the drop down select Manage Settings.
Admin> Organization> Manage Settings> Legacy
On the Legacy Tab, you can edit the following:
- Generate Event Graphics: Yes: If an event does not have a graphic set for it, the system will generate one for it. No: The system will not generate one for it.
- Hide non CRM users: Yes: Hides users who are not from an AMS/CRM. No: Displays them.
- Display Company in Personal Profile: Yes: Displays the user’s company on their personal profile page. No: Does not.
- CRM Profile Mode: No Writes: The system runs completely stand alone from AMS/CRM. Disable Partial: Certain fields in profiles are edited through from the organization's website. Disable Full: All fields in profiles are edited from your organization’s website. Write Partial: Certain fields will be written to your AMS/CRM. Write Full: All fields will be written to your AMS/CRM.
- Profile Update URL: Link to the organization’s website to edit personal profile pages.
- Group Creation URL: Link to the organization’s website to create groups and edit their profiles.
- Company Update URL: Link to the organization's website to update the company profile page.
- Manage Firm Membership URL: Link to the organization’s website to manage the user’s firm.
- Committee Signup URL: Link to a page on the organization’s website that allows for members to sign up to committees.
- Restricted Access URL: If a user’s account is suspended or disabled, they will be redirected to this URL in order to re-establish themselves in good standing.
- Login Recovery URL: Link to a page on the organization’s website where a user can recover their login information.
- Mobile Login URL
- Login URL: Link to a page on the organization’s website where a user can login.
- Logout URL: Link to a page on the organization’s website where a user can logout.
- Session Authentication URL: For internal authentication with the system.