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Mitratech Success Center

Business Fields - Users

Business Rule Fields for CMO User dialog.

The following table details the User fields as well as their functionality and impact on users. 

Each of these settings can be found by following this path in CMO:

  1. Log in as an Admin.
  2. From the home screen, click Admin.
  3. Click Business Rules from the side bar menu. 
  4. Click your company name.
  5. You will automatically land on the Business Rules Settings page. 
  6. From here, click the Fields tab in the top left corner of the page.
  7. Navigate to the User section of the page. 

The table below describes setting options for the User section on the Business Rules - Fields page. 

Field Functionality 
Bank / Billing Tab When checked, a text field displays in the user record where bank and billing information can be updated. 
Gender When checked, these fields will display on the Org Unit record.
Users State / Province
User Street
User Fax
User City
User Postcode
User Country
Show Document Tab
SMS Reminder
Signature
Relationship
Show Simple New Document Dialog from Documents tab

In the Documents tab, when "Add Document" is clicked, a simple document pop-up displays.

 

When the "Show Simple New Document Dialog from Documents Tab" checkbox is checked, the Select Document Fields will display. This allows users to define which fields will display in the simple new document dialog box (above).

Select Document Fields
Shift When checked, a Shift drop-down field will display in the User record.
Show History tab in User Dialog When checked, the History tab displays at the top of the User record.

 

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