Main Tab
The Main tab controls settings that apply to all of the eModules.
Options Reference
Each option and field on the form is described below. Mandatory options and fields are highlighted in red.
Max Attachment Size
Enter the maximum size of Attachments. This setting is used to accept or reject Attachments in the eModules. The default size is 3000KB (3MB).
Maximum login attempts
Enter the number of login attempts allowed before the user is locked out of Greentree.
The User Preferences > CRM > eCRM tab contains a setting that enables you to unlock the User.
Allow auto emailing of forgotten passwords
Select this option to generate emails from the system when an eModule user clicks the Forgotten Passwords link on the Login form. If selected, Greentree performs :
- When the user selects the Forgotten Password link, Greentree Desktop displays a message box requesting the User's Email address.
- The email address is used to search for the User's CRM Contact record.
- If a match is found and the Email Address is unique to one Contact only, then Greentree sends an Email to the User. The Email contains the User's eModule Password.
- If a match is not found the user is informed that Greentree is unable to locate their record. The user is requested to send an email to the administrator for assistance.
Create Communication record
Select this option to have a Communication record automatically-generated in CRM for the auto Email generated by Greentree Desktop.
Admin Email
Enter the Email address of the Administrator. This email address is used to notify the Administrator if any errors occurred during the Auto Email process, for example: The eModule User's record could not be retrieved using the email address entered. This field is mandatory.
Send Email From Address
Enter the Email address to be used in the Email From field of the automatically-generated Email.
Show large banner
Select this option if the top header (banner) for the eModule should be displayed in maximum size.
Use encryption/decryption for Username and Password
Select this option to have the eModules Username and Password encrypted.
Default User
This field applies to eHR, eTimesheets and eService as the login for these eModules are not Greentree user based. The Default User is used where Greentree requires a system current user, for example: to call a web service.
Select the default user to use for this purpose.
Waiting time for TQ
Enter the amount of time that Greentree should wait for the Task Queue to respond when performing Web Based Reporting. The default is 10 seconds.
Temporary File Path on Server
Enter the File Path that temporary report files are to be stored during Web Based Reporting.
Delete Temporary Report File
Select this option if temporary Report Files are to be deleted from the Temporary File Path on the Server once Web Based Reporting is completed. This option is used to set the default for the same option on Rule Class Maintenance in Workflow > Approvals and Alerts.