Client System Tab

Use the Client System tab on the User Detail view to define a user's base templates and to set the default owner of accounts created by this user. Users can change these settings on the General tab in Options.

To set options

1. In the User Detail view, click the Client System tab.
2. Use the Default Owner section to set a default owner for new accounts.
   1. In the Accounts box, select the default owner of new accounts created by this user.
   2. Clear the Allow user to change these settings check box to restrict the user from changing the default owner setting. Tell me more...
      

      If you allow a user to change this setting, the ownership of an account can default to an owner that does not adhere to established business rules. This may leave accounts out of established reports or queries.

3. Select the Mail Merge Base Templates you want to use when creating a new contact e-mail, fax, or letter template.
   1. Click the Type drop-down arrow and select Contact.
   2. Click the E-mail Base Template Find button.

   3. Select a template and click OK.

   4. Repeat steps b-c for Letter Base Template and Fax Base Template.

4. Select the Mail Merge Base Templates you want to use when creating a new lead e-mail, fax, or letter template.
   

   When selecting templates for leads select only templates that end with "(Lead)".

   1. Click the Type drop-down arrow and select Lead.
   2. Click the E-mail Base Template Find button.

   3. Select a template and click OK.

   4. Repeat steps b-c for Letter Base Template and Fax Base Template.
5. (Optional) Clear the Allow user to change these settings check box to restrict the user from changing the default templates.
6. Click Save.

When configuring WebViewer users, only the Default Owner section is available.

Related Topics

User Detail View

Changing a User's Profile