Message Boxes Beep

If this is selected, your computer makes a sound whenever a message window is displayed.

By default, this field is cleared.

Use ID as initial search field

Cursor is positioned in the ID field rather than the Surname when opening a search selection screen.

By default, this field is cleared.

Auto Show Favourite Reports

When opening Synergetic Crystal Reports, automatically shows the favourites rather than what is in the module.

By default, this field is selected.

Initial Data Edit

Indicates whether the user is placed in Edit Mode, or whether they have to press F8 or click the data editing icon on the toolbar. When data editing is on, the user can make changes to the data. If it is off, Synergetic prompts the user to turn it on if they attempt to make a change.

By default, this field is selected.

Note: We recommend that this is selected for advanced users only as it increases the chance of changing something by mistake.

Drop Down Main Selection Menu

If this is selected, the main menu items appear as a drop-down list:

If it is not selected, the menu appears in a separate window:

Override Automatic Shutdown

Select to override the organisation-wide automatic shutdown timings.

Set the Timeout period (mins). This can be changed by users in File > Preferences if they have the appropriate permissions.

For other users, this is a useful security measure.

Student Search Default Active

Select to make the Active field in the Set Current Student Search Criteria window to default to Yes.

Allow Drag and Drop from Outlook

Select to allow the user to drag and drop emails from Microsoft Outlook into Correspondence tabs in Synergetic.

Student File Year

Override the student file year for the selected user.

Term

Override the term or semester for the selected user.

Default File Type

Set the default file type used.

For example, a user who regularly works with co-curricular classes such as a music teacher.

Default Campus

Set the default campus used.

For example, a user who is working with junior campus students only.

Default Campus Enforced

Select this field so that the user can only work with the default campus, when a default campus is used.

This setting is ignored when the default campus is blank.

Spell Checker to use

Spell checker to use can be:

• Standard, which is the default
• Microsoft Office (supported versions).

  Note: The last option launches Microsoft Word, and so can take some time to start up.

Menu Toolbar Style

Changes the menu style. This can be useful to provide more screen space if the user does not change programs much.

Show Captions

Clear the field to no longer show captions under the main toolbar.

Change Password Next Login

If you are using SQL authentication, you can prompt the user to change their password when they next login.

This ensures the user changes their password at next login. This is useful if you have set up a temporary password for them.

Last Login Date

Date and time when the user last logged in.

Password Never Expires

If you are using SQL authentication, you can allow users to use the same password indefinitely, if your organisation's policy permits it.

This is useful as it allows users to control their password and when they change it, if at all. This avoids the problem of people writing down their passwords.

Last Password Change Date

Date and time when the user last logged in.

Authorise to Selected accounts

Select to authorise the selected user to use the general ledger codes listed in the grid area.

See the button.

Authorise to ALL accounts

Select to authorise the selected user to use all general ledger codes used at your organisation.

Select the general ledger codes if the Authorise to Selected accounts option is selected for the user.

The Maintain GL Codes window is displayed.

(continued)

To select general ledger codes to add to the list for the selected user:

1. Display general ledger codes by first selecting a range of either:
   • general ledger chart of accounts
   • general ledger cost centres
   • general ledger divisions.
2. Based on the selected range you can also display:
   • selected or available entries
   • active or inactive entries.
3. Select the required general ledger codes.

   

4. Click when done.
5. Repeat steps 1 through 4 to add more general ledger codes.