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.

Auto Turn on Grid enhancements

Synergetic automatically enables column sorting and filtering on all grids that can support it.

Note: This may result in grid header titles being truncated to fit the column sort icon.

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.

Auto Email Spell Check

Allows you to configure automatic email spell checking.

• Yes (Before sending out your email)
• No (Spell check manually)
• Default (Based on global settings).

Initial Email Format

Allows you to configure automatic email formatting.

• Yes (HTML editor)
• No (Plain text)
• Default (Based on global settings).

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.

Default Sub School

Allows you to select the default sub-school to work in. See luSubSchool lookup table.

Default Document Classification

Select the default document classification that should be applied when creating documents in DocMan and when sending emails.

Override System Default

Select to use the Default Document Classification field to set the default documentation classification in DocMan instead of the default classification defined by the system administrator.

See Document:Classification configuration setting in the System maintenance manual for more information.

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 in 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.

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.

Type

Type of Action Centre notification. Either:

• message
• task
• error.

Message Type

Description of the message.

Database

Database where the Action Centre notification is stored.

Group / User

Level of subscription. You can be subscribed as either:

• group
• user.

Email

Whether the current user receives email notifications for the currently selected Action Centre message type.

Note: Groups of users can be subscribed to Action Centre email notifications using the Action Centre Types group security resource.. See Group/User Security Maintenance - Groups View in the System Maintenance manual.

Unactioned Task

Status of unactioned Action Centre tasks.

You can either:

• Select the Read Only field:

The Action Centre task is marked as a message and the message icon is displayed.

• Leave the Read Only field blank:

The Action Centre task is remains a task and the task icon is displayed.

Actioned Task

Status of actioned Action Centre tasks.

You can either:

• Select the Read field:

The Action Centre task is marked as a message and the message icon is displayed when the task is actioned.

• Leave the Read field blank:

The Action Centre task remains a task and no icon is displayed when the task is actioned.

Subscription Level

Subscription level for the selected group is either:

• Group Only
• Group and User.

Click to change the level. See below.

Show Summary Panel on Hover of Action Centre Icon

Select to allow users to hover their mouse over the Action Centre icon to review the summary panel. Otherwise they need to click to display it.

Always Show Summary Panel

When selected, show the summary panel when the users start Synergetic.

Position

Where to position the summary panel when users start Synergetic.

Create Reminder Messages in Action Centre for Tasks

Select to create reminder messages in the Action Centre for tasks, with the reminder created based on the:

• due date of the task
• Days before the Due Date for Reminder field.
• Clear to turn off reminder messages.

Days before the Due Date for Reminder

Number of days before the due date, if reminder messages are created in the Action Centre for tasks.

Create Overdue Messages in Action Centre for Tasks

Select to create reminder messages in the Action Centre for overdue tasks.

Clear to turn off overdue reminder messages.

Receive emails for non-subscribed messages

Select to allow the user to receive email notifications for unsubscribed messages.

Note: To maintain Action Centre message type permissions, see Group/User Security Maintenance - Groups View in the Synergetic System maintenance manual.

Action Centre Active

Clear to deactivate the Action Centre.

Toggle between Subscription Level, described above.

The following dialog is displayed when you attempt to switch from a Group and User subscription level to a Group and User one.

Maintain subscriptions for the selected user.

• filter for All, Subscribed or Available records
• select Subscribed next to one or more records.