Preferences
Captures user-specific settings and preferences for customizing the CRM experience.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the preferences record. |
| Global ID | String | True |
A globally unique identifier used across systems for referencing the preferences. |
| Link | String | False |
A URL or link to access more detailed information regarding the preferences. |
| Preferences Name | String | True |
The name or label of the preferences configuration. |
| Status | String | False |
The operational status of the preferences record (for example, active or inactive). |
| Created By | String | True |
The identifier of the person or system that created the preferences record. |
| Created Date | Datetime | True |
The date and time when the preferences record was created. |
| Last Modified By | String | True |
The identifier of the person or system who last modified the preferences record. |
| Last Modified Date | Datetime | True |
The date and time when the preferences record was last modified. |
| Analytics Call Status | String | False |
The status of the analytics calls associated with the preferences. |
| Analytics Call Types | String | False |
The different types of analytics calls enabled or used in the preferences. |
| Analytics Compare Territories | String | False |
Indicates if the comparison of territories is included in the analytics preferences. |
| Analytics Count Attendees | Bool | False |
Indicates whether the count of attendees is included in the analytics. |
| Count Weekend Calls? | Bool | False |
Indicates if weekend calls should be counted in the analytics. |
| Analytics Cycle Plans | String | False |
Defines the cycle plans included in the analytics preferences. |
| Analytics Datatype | String | False |
Specifies the data type used in the analytics for this preferences set. |
| Analytics Display By | String | False |
Defines how the analytics data should be displayed (for example, by account or by territory). |
| Analytics Display Competitors | Bool | False |
Indicates if competitors should be displayed in the analytics. |
| Analytics Market Category | String | False |
Defines the market category used for analytics purposes. |
| Analytics My Products | String | False |
Specifies which products are considered in the user's analytics. |
| Analytics Payer Top Products | Bool | False |
Indicates if the payer's top products should be included in the analytics. |
| Analytics Products | String | False |
Specifies the products included in the analytics preferences. |
| Analytics Scale | String | False |
Defines the scale of the analytics, such as regional, national, or global. |
| Analytics Start End Dates | String | False |
Defines the date range used for the analytics (start date to end date). |
| Analytics Territories | String | False |
Specifies which territories are included in the analytics. |
| Analytics Timeframe | String | False |
Defines the timeframe over which the analytics are calculated. |
| Calendar Share Recent Items | String | False |
Specifies the recent items to share in the calendar preferences. |
| Calls Per Day | Decimal | False |
Defines the number of calls allowed or recommended per day for analytics. |
| CollapseSchedule | Bool | False |
Indicates whether the schedule should be collapsed in the user interface. |
| Disable App Sounds | Bool | False |
Indicates whether sounds in the app are disabled for the user. |
| Disable CLM Calendar | Bool | False |
Indicates whether the Closed Loop Marketing (CLM) calendar feature is disabled. |
| Disable Call Cycle View | Bool | False |
Indicates whether the call cycle view feature is disabled. |
| ENABLE ORDER LINE TOTAL ROUND | Bool | False |
Enables rounding of the order line total value. |
| Enable Order Single Entry | Bool | False |
Indicates whether single entry for orders is enabled. |
| Event Country Config | String | False |
Specifies the country-specific configurations for event management. |
| Event Management User | Bool | False |
Indicates if the user has event management privileges. |
| Five Day Week | Bool | False |
Indicates whether the system uses a five-day week for scheduling and planning. |
| Formulary View | String | False |
Specifies the formulary view configuration in the preferences. |
| JDNET Segment | String | False |
Defines the segment in JDNET (a database or tool used for categorization). |
| Last Analytic | String | False |
Specifies the last analytic configuration used. |
| Last_List_Scheduler_Account_List | String | False |
Defines the last account list used in the list scheduler. |
| Last Map Scheduler Account List | String | False |
Defines the last map scheduler account list used. |
| Last Map Scheduler Bookmark | String | False |
Defines the last bookmark used in the map scheduler. |
| Last Scheduler Account List | String | False |
Defines the last account list used in the scheduler. |
| Last Target | Decimal | False |
Specifies the last target value used for analytics. |
| Last Territory Used | String | False |
Specifies the last territory used in analytics. |
| Last View Used | String | False |
Specifies the last view used in analytics or scheduling. |
| MCCP Activity Type Switch | String | False |
Defines the switch for the MCCP activity type in the preferences. |
| Profile | String | False |
Defines the profile associated with the preferences. |
| Records Per Page | Decimal | False |
Specifies the number of records displayed per page in the interface. |
| Scheduler Cycle Plan Display | String | False |
Defines how the cycle plan should be displayed in the scheduler. |
| Time Zone | String | False |
Specifies the time zone used for scheduling and analytics. |
| Type | String | False |
Defines the type of preferences, such as analytics or scheduling settings. |
| Analytic Market | String | False |
Specifies the market used in analytics. |
| Analytics Segment | String | False |
Defines the segment used in the analytics preferences. |
| Last Account View Used | String | False |
Specifies the last account view used in the system. |
| Last_List_Scheduler_Bookmark | String | False |
Specifies the last bookmark used in the list scheduler. |
| Last Scheduler Bookmark | String | False |
Specifies the last bookmark used in the scheduler. |
| User | String | False |
Defines the user associated with the preferences. |
| Owner | String | False |
Defines the owner of the preferences record. |
| Legacy CRM Id | String | False |
Specifies the legacy CRM identifier for tracking purposes. |
| Application Profile | String | False |
Specifies the application profile associated with the preferences. |