Setting Additional Settings in System Preferences (Admin)

Modified on Tue, 3 Sep at 5:28 PM

You can adjust the format for contact names as well as choose whether all contacts are listed in your system or just those from the division you're currently working in. You can also choose what text is added to merge fields when there is no associated value for the field when it's used in a document or email. You can set theses in System Preferences.

NOTE: These options may not be available in your Actionstep system. If you would like to enable them, please create an Actionstep Support ticket and request that the plug-in be enabled.

To do this:

In Actionstep, go to Admin > General Settings. The System Preferences page appears.
In the Additional settings section, enter the following information:
- Contact name format: Select the name format for all individuals stored in Actionstep.
- Missing merge fields: Specify what will be displayed when a merge field in a document or email is generated for a field that has no value. For example, if a document references the check amount, but there is no check amount saved in Actionstep, whatever text you enter here will be merged in the document or email. So, for example, if you've specified **Missing**, this is what will be merged in the document or email. (The default value for this is ****.)
- Contact lists: Specify whether users will see the full list of contacts or if the list will be limited to the user's current division. (The default value for this option is is to Show All contacts.)
When you're finished making your changes, click Save.

Setting Additional Settings in System Preferences (Admin)

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