| Field | Description |
|---|
| Enable Workflow Log
|
Select this option to enable the Workflow log. If you choose to log workflow actions, the log records the progress of each workflow, such as when events start, and when individual actions succeed, fail, or are not executed because defined conditions are not met. This log is mainly used as a troubleshooting tool to determine why workflow alerts do or do not work correctly.
|
| Number of days to retain log
|
If you selected the
Enable Workflow Log option, enter the number of days that you want
Vision to retain workflow actions.
|
| Web Service Timeout (seconds)
|
The default duration for web service timeout is 100 seconds. Use this field to prolong the duration before web service timeout. Enter 0 or make it blank to make the duration infinite.
|
| Internet Authentication Domain
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication domain name.
|
| Username
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication username.
|
| Password
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication password name.
|
| Activity Settings Polling Interval for Alerts
|
Activity alerts are designed to remind you of calendar events, tasks to be assigned or approved, and the need to submit timesheets, expense reports, and project budgets. The polling interval that you specify determines how often Vision checks for alert activity.
Enter the polling interval in seconds. The value you enter must be greater than 0. Deltek recommends a value of 6; however, it can be higher if needed.
|
| Allow Users to Share Their Calendars
|
Select this option to allow calendars to be shared and viewed among
Vision users.
This option is only available if the CRM application is installed. This option is selected by default.
|
| Text Editor Font Defaults Font/Size
|
Specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field. The default settings are also used in reports that include these fields.
Changing the default font and size does not change any existing text in these fields. The new font and size apply only to text that you enter after you make the change.
|
| Default Attachment Save Location (MODI)
|
If your company uses Microsoft Office and Desktop Integration (MODI), you can use this field to set up a system default location for email message attachments.
|
| Enable Instant Messaging
|
Select this option to enable the Instant Message and Email feature. You can click the icon next to an employee’s name to use the Employee lookup to send an Instant Message or an email message directly to that employee in the
Vision database.
|
| Online Help
|
Select the type of online help that you want users to access in
Vision.
This setting also applies to the Navigator help if you use Vision Navigator.
-
Hosted — Select this option for online help that is updated automatically to match the version or release updates that apply. This help requires that the
Vision Administrator enter a username and password that applies to all users so they can access hosted help.
-
Local — Select this option to use online help that is installed locally with the
Vision installation.
|
| Support Username
|
This option is available if
Hosted is the designated type of online help. Hosted help requires that the
Vision Administrator enter a Deltek Customer Care Connect site username, which will allow any user to access online help that matches the version of software that the firm is using. When the users log into the help for the first time, they must enter this username. After their initial log in, the online help will be accessible without entering the username.
|
| Support Password
|
This option is available if you select
Hosted is the designated type of online help. The
Vision Administrator enters the matching Deltek Customer Care Connect site password that allows any user to access the hosted help for the version of software that your firm is using. When the users log into the help for the first time, they must enter this password. After their initial log in, the online help will be accessible without entering the password.
|
| Kona Account Key
|
To enable the options in the Opportunity and
Project Info Centers to link an opportunity or
project to a Kona space, enter your Kona Business token in this field.
If you enter a token, you can have
Vision create a Kona space when you add a
project, link that space to the
project, and automatically make the space available in the
Project Info Center when you or other members of the space display the
project record. Similarly, you can have
Vision create, link, and display spaces for opportunities in the Opportunity Info Center. Employees listed on the Team tab when you save the
project or opportunity initially are automatically invited to join the Kona space. Entering the token in this field also gives you the option to link
projects or opportunities to existing Kona spaces.
If you are using Vision Navigator, you can link a Kona space to a project. You must enable the
Kona Account Key here in order to do so.
If you leave this field blank, Kona spaces cannot be linked directly to specific
projects or opportunities. The only available access to Kona from
Vision in that case is through the
 Kona option on the main
Vision toolbar. If no token is entered in this field, that option simply launches Kona.
Prerequisites: For an employee to be able to use the Kona integration features in the Info Centers, the following must be true:
- Their
Vision access rights must give them access to the
project or opportunity record.
- They must be set up as a user of the
firm's Kona Business account.
- They must log on to Kona on the Misc tab of the User Options dialog box in
Vision.
- If they are not the space owner, they must be invited to join, and accept membership in, the Kona space for the
project or opportunity.
- They must be using Microsoft® Internet Explorer® 9 or a later version.
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