Working with the 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 Users 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 field, 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.
      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 can leave accounts out of established reports or queries.
  3. Select the Mail Merge Base Templates you want to use when creating a new contact email, fax, or letter template.
    1. Click the Type drop-down arrow and select Contact.
    2. Click the Email Base Template's (Find) icon.
    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 email, fax, or letter template.
    Note: 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 Email Base Template 's (Find).
    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).
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