Configuration options

There are certain configuration options available in connection with records and communication. In cooperation with cBrain, these can be implemented to fit each organisation and its work processes. These options apply to the entire F2 installation:

  • The option of displaying the record document and HTML attachments in compatibility mode by right-clicking in the document. Useful for emails that are displayed incorrectly. Note that in this mode, the spell check is deactivated. By default, this is deactivated.

  • The option of automatic deletion of chats after a certain number of days without new messages. A number of days, e.g. 30 or 60, is selected. It is also possible to decide if new chats are automatically marked for deletion.

  • The option of F2 suggesting another location than “External participants” when creating a new participant.

  • The option of configuring the default access level for imported emails to “Unit” instead of “Involved”.

  • The option of applying the access level from the original record when a reply record or a forwarded record is created.

  • The option of marking records in connection with customer-specific integrations. Requires F2 External Access (add-on module).

  • The option of adjusting the time period in which a record is kept in “My deleted records” before final deletion.

  • The option of enabling better suggestions for the “Case”, “Record participants”, “To”, “Cc”, and “Xbc” fields in the record window and the “Add participants” field in the chat window.

  • The option of adding spell check for multiple languages in the record and approval documents as well as the dialogues for reminders and system messages.

  • The option of using “Send secured” when sending emails to external participants.