Organization Settings - Global Profile Tools | GideonSoft Support
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Organization Settings – Global Profile Tools

From the Organization homepage, click on “Site settings” to access these organization level options.

 

Global Profile Field Setup

Before you start collecting data on people, take some time and set up the information you want to collect. You can customize the standard set of fields as well as create unlimited custom fields to create your database. See Organization – People/Profile Field Setup

 

Manage Global Profile Activity Types

Set up the types for date-based activities. All existing activity types are displayed, along with associated activity counts and permissions for each.

To add a new type, click New Activity Type. 

  • Enter a type name.
  • Select one or more permission sets/role clusters to manage activities.
  • Select one or more permission sets/role clusters to only view activities.
  • Click Save.

Edit or delete an existing Activity type by expanding it and clicking the appropriate link.

 

Manage Global Profile Note Types

Set up the note types to organize them. All existing Note types are displayed, along with associated note counts and permissions for each.

To add a new type, click New Note Type. 

  • Enter a type name.
  • Select one or more permission sets/role clusters to manage notes.
  • Select one or more permission sets/role clusters to only view notes.
  • Click Save.

Edit or delete an existing Note type by expanding it and clicking the appropriate link.

 

Manage Global Profile Attachment Types

Set up the attachment types for file organization. All existing attachment types are displayed, along with associated file counts and permissions for each.

To add a new type, click New Attachment Type. 

  • Enter a type name.
  • Select one or more permission sets/role clusters to manage files.
  • Select one or more permission sets/role clusters to only view files.
  • Click Save.

Edit or delete an existing Attachment type by expanding it and clicking the appropriate link.

 

Custom Grouping Icons

Set up the custom grouping icons for the entire organization. You can modify labels and icons for the built-in groupings as well as add up to 10 additional custom icons. Groupings are used to group fields together in the person profile form. 

Existing/default grouping types will be listed, in order, so you can quickly see icons, labels, and associated fields. Inactive/unused groupings will be listed at the bottom and identified as such.

To edit a grouping type, click the 3 dots at the end of the line. You can:

  • Edit the Label … limit to 16 characters.
  • Change the icon (and rotate or resize it)… Icons will be resized to 20×20 pixels. Images that support transparency are recommended (.png, .gif). If transparency is not available, use a white background. The preview above shows the actual size the icon will be on screen. The default icons use the hex color: #3C444E. 
  • Delete it (you will be prompted to confirm).
  • If you edit a default icon, you can reset it individually.

You can also restore all defaults, by clicking ‘Restore Defaults’.

 

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Version(s): GideonSoft 2023 Release 2 or later

 

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