System Overrides Settings

General system options that don't fit under other categories.

Found in Agency Office Module, Home tab, Overrides tool, System Overrides tab.

Field	Explanation	Default Value
Required Date Default	Default status when adding new required dates.	Not Complete
Printing Theme	Choose alternate color theme for printing grids.	Rainy Day
Disable Auto Authorization	Disable the feature that automatically selects the client's authorization when adding a new schedule and the client only has one valid authorization.	Unchecked
Default Rich Text Notes	Default the format of new notes to Rich Text instead of Plain Text.	Checked
Block Grid Auto Load	Prevent system grids from automatically loading data when changing scenarios or filter criteria in the Find Area. Note: This option is enforced for Cloud users.	Checked
Block Grid Auto Refresh	Prevent system grids from automatically re-loading after editing an item in the grid.	Checked
Combo Filter Threshold	If the number of items in a drop down list ("combo box") exceeds the entered threshold, typing in the text part of the drop down will filter down the results based on the entered text.
Treeview Auto Collapse	If the number of items in a tree view exceeds the entered threshold, then automatically collapse the nodes in the treeview. If the number of items is less than the
Google Contact Export	Select what information to include when exporting people to Google contacts.	All Information
Pending Email Content	Select what schedule information to include in the content of emails sent when adding Pending Caregivers to a schedule through Caregiver Suggestion.
Pending Email Add On	Extra text to include at the bottom of emails sent to Pending Caregivers.
Report Email Subject Override	Default email subject when attaching a report to email.
Report Email Body Override	Default email body when attaching a report to email.
Copy Notes	When copying schedules, choose whether to also copy any attached notes, prompt to copy, or do not copy.	Copy
Copy Extra Charges	When copying schedules, choose whether to also copy any attached extra charges, prompt to copy, or do not copy.	Copy
Color Daily Schedules	Use color coding based on the schedule status in the Schedule Review grid.	Checked
Color Calendars	Use color coding based on the schedule status in the calendars ('bubble' view style)	Checked
Color Classic Calendars	Use color coding based on the schedule status in the calendars ('classic' view style)	Checked

HomeTrak Companion Version 6

System Overrides Settings

Analytics

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