In this section, you can personalize the configuration of your Oro application. This configuration, if made through your profile menu, does not affect other users. To configure the settings for the whole system, please see the System Configuration guide.
To reach the My Configuration page:
- Click on your user name on the top right of the application page.
- Click My Configuration .
User-level configuration settings can fall back to organization settings. For this, select the Use Organization check box next to the selected option. To go back to the default user-level settings, click Reset on the top right.
Two categories of settings are available for configuration at user level:
- System Configuration (General Setup, Integrations)
- Commerce (Sales)
More information about the options available for each of the two categories is available below.
Update Localization Options
In the Localization section, you can configure the following localization and map-related options:
|Locale||Select the default locale for the user. Numbers, addresses, names and dates will be formatted according to the selected locale.|
|Primary Location||Select the country which will be considered the user’s primary location. The addresses the user sees on the interface will be formatted according to the rules of this country.|
|Format Address Per Country||When this option is selected, addresses will be formatted according to the rules of their countries. Otherwise, the primary location formatting will be applied.|
|Timezone||Select the timezone for the user location. All dates and times will be displayed according to the specified timezone.|
|Temperature Unit||Select the temperature unit. This settings will be applied for weather on map.|
|Wind Speed Unit||Select the wind speed unit.|
Update Language Settings
In the Language section, you can select the default language for the interface.
Update Display Settings
In the Display section, you can configure the following display options:
|Show Recent Emails||
Select this check box to display the recent emails on the user bar (they will appear next to the user name).
|Position||Select whether the application main menu will be positioned at the top of the page or on its left.|
Data Grid settings
|Items Per Page By Default||Select how many records will appear on one page of record grids.|
|Lock Headers In Grids||Select this check box to ensure that headers of a record grid will stay visible while you scroll.|
Select this check box to enable the user navigate to the previous or next grid record from a record view page.
|Record Pagination Limit||Type the maximum number of records that the user can navigate from a record view page.|
|Sort By Field||Select whether to sort activity records by the date when they were created or by the date when they were updated for the last time.|
|Sort Direction||Select whether to sort records in the ascending or descending direction.|
|Items Per Page By Default||Select how many records will appear on one page of the activity grids.|
|Enable WYSIWYG Editor||
Select this check box to enable text formatting tools for emails, notes and comments.
|Enable Left Sidebar||Select Yes to enable the user to see and utilize the left sidebar.|
|Enable Right Sidebar||Select Yes to enable the user to see and utilize the right sidebar.|
|Display SQL In Reports And Segments||Select this check box to enable the user to review the SQL request sent to the system for a report or a segment.|
Update Email Configuration Options
In the Email Configuration section, you can configure the following email related options:
|Signature Content||Type the signature to be appended to the user’s emails.|
|Append Signature To Email Body||Select whether the signature must be appended automatically or manually.|
Email synchronization settings
|Enable IMAP||Select this check box to enable the IMAP synchronization of the user’s remote mailbox with their Oro mailbox. Additional fields that alow you to configure IMAP settings will appear.|
|IMAP Host||Available only when Enable IMAP is selected. Enter a host name of your IMAP server, e.g. imap.gmail.com.|
|IMAP Port||Available only when Enable IMAP is selected. Enter a port that IMAP uses, e.g. 993.|
|Encryption||Available only when Enable IMAP is selected. Select the type of encryption: SSL or TLS.|
|Enable SMTP||Select this check box to enable the SMTP synchronization of the user’s remote mailbox with their Oro mailbox. Additional fields that alow you to configure SMTP settings will appear.|
|SMTP Host||Available only when Enable SMTP is selected. Enter a host name of your SMTP server, e.g. imap.gmail.com.|
|SMTP Port||Available only when Enable SMTP is selected. Enter a port that SMTP uses, e.g. 993.|
|Encryption||Available only when Enable SMTP is selected. Select the type of encryption: SSL or TLS.|
|User||Enter a username used to access mailbox on the configured server. For example, for Gmail, an email address server as a username: email@example.com|
|Password||Enter the password to a user’s mailbox.|
Click Check Connection/Retrieve Folders to check whether the specified synchronization settings are correct, and to retrieve the current folder structure of the user’s remote mailbox.
|Display Email Conversations As||Select whether to visually group original emails with replies to them or show all emails separately.|
|Display Email Conversations In Activity Lists As||Select whether to visually group original emails with replies to them in the Activities sections of the record view pages or show all emails separately.|
|Default Reply Button||
Select which button will be default for replying to emails: Reply or Reply All. Other button will continue be available in the Reply menu, it will just not be on the top of the list.
Update MS Outlook Settings
In the MS Outlook settings section, you can configure the following integration and synchronization settings:
Integration between MS Outlook and your Oro application is available only for the Enterprise Edition of your Oro application. For more information about the synchronization with Outlook, see the Synchronization with Outlook guide.
|Sync Direction||Select whether the data will be taken from the Oro app to Outlook, from Outlook to Oro app or synchronization will occur in both directions.|
|Conflict Resolution||Select whether the Oro app or Outlook has priority if the same piece of data has been changed in both systems.|
|CRM Sync Interval (In Seconds)||Type how often changes on the Oro application side will be checked.|
|Outlook Sync Interval (In Seconds)||Type how often changes on Outlook side will be checked.|
|Contacts||Select this check box to synchronize the contacts.|
|Tasks||Select this check box to synchronize the tasks.|
|Calendar Events||Select this check box to synchronize the calendar events.|
Update Contact Information
In the Customer Visible Contact Info list, the user will see the options that are enabled and selected in Available User Options on the system, website or organization levels.
More information on how to configure the contact information visible to the customers of your store, please refer to the Configure Sales Representative Information topic of the Configuration guide and the contact information configuration sample.