Enabling application features

Application features are features that are enabled for all users in NexJ CRM. You can enable and view the status of application features in the Global Application Settings page in NexJ Admin Console.You can also use this page to specify certain application-wide values or settings.
Note: Certain features that display in the Global Application Settings page are editable only during your NexJ application deployment. These features are identified by the lock icon next to the feature name.

Features and values on the Global Application Settings are organized by group. The following information is listed for each feature or value.

Name
The name of the feature.
Description
The description of the feature.
State

Indicates whether the feature is enabled or disabled.

For options that contain application-wide settings or values, this column displays the value. It also displays an icon to indicate which format is expected for the value, such as numeral, date, or string.

To enable and disable application features, or to specify an application-wide value associated with a feature:
  1. Navigate to the Global Application Settings page.
  2. Optional: To narrow or group the list of features, filter by feature group, feature name, or both:
    1. In Group, select the group name of the feature.
    2. In Name, type the feature name.
    3. Click Run.
  3. In the features list, click the Action button for the feature that you want to enable or disable, then select Edit.
    Note: You cannot edit any features that are configurable only during NexJ application deployment. These features are identified by the lock icon next to the feature name.
    An Edit dialog for the feature or value opens.
  4. Do one of the following:
    • Select or clear the Enabled check box for the feature.
    • Specify the value in the Value field. The expected value format is indicated by the icon displayed next to the value.
  5. Click OK.
    The Edit dialog closes.
The changes you make to enable or disable the feature or specify a value take immediate effect.
The following table describes available application features in the Global Application Settings page.
Group System setting Description
Business Processes Opportunity Approval Enables business processes and approvals for opportunities
SR Approval Enables business processes and approvals for service requests
Birthday Mailer Birthday Mailer Enables birthday mailer functionality
Call Records Call Records Enables call records functionality
Data Entitlement ACL Rebuild Security Enables ACL security rebuilds, for example, during data migration
Hierarchical Access Enables hierarchy based access for entities, opportunities, and activities
Legacy Features Legacy Ad Hoc Enables legacy ad hoc reporting functionality used for reseeding
Notifications Batch Notification Enables batch task and document creation notifications
Optional Features Client Insights Enables Client Insights functionality
Insights datasource Enables users to set the data source for Client Insights
Draft Email Enables users to preview a batch email before sending it to email recipients
Email Signature Enables users to manage an email signature and include it in batch emails
Email Recipients Enables users to view a list of selected email recipients and modify the list
Opportunity Reports Enables users to generate Opportunity Detail reports from the Opportunities workspace
Service Request SLA Enables administrators to configure rules for service level agreements and enables users to view the First Response By and Resolution By service level agreement metrics for service requests
Rich Text Doc Mgr Rich Text Enables users to convert plain text to rich text for Document Manager item notes using a batch process
SLM Batch Email for SLM Enables using SLM touches in batch emails
SLM Today The value of "today" in SLM calculations. If not specified, the current date is used.
Timezone Org. timezone The time zone used for time-based notifications and Service Level Management reporting