Configurable Features

Overview

The following features are configurable on the Admin Panel:

Allow Object Access [View Details]
Application Object Configuration [View Details]
Name Conflict Configuration [View Details]
Quick Access Panel Pending and Received Status Values [View Details]
Automatic Creation of Account Record [View Details]
Automatic Creation of Application Record [View Details]
Auto Update of Active App on Contact [View Details]
Checklist Requirements [View Details]
Missing Document Field Updates [View Details]
Selective Percent Complete [View Details]
Lead Conversion [View Details]
Touch Point Creation [View Details]
ERX Status Tracking Records [View Details]
Field Sync [View Details]
Files/Attachment List View [View Details]
Assignment Manager [View Details]
Requirement Item Object (RIO) Configuration [View Details]
Person-Account Model [View Details]

The Admin Panel UI

Admin Panel Columns:

Active	Switch each feature on/off as needed.
Async	Fire the feature’s record updates in a transaction of their own, separate from the transaction that triggers them, to avoid exceeding Salesforce’s per-transaction governor limits (e.g., CPU timeout, Too many SOQL queries, etc.).
Feature Name	The name of each feature of ERX Core.
Configurations	Setup data for each feature. For more info, hover over the question mark icons.

Note:

Options for the setting criteria are available for some but not all features. When referencing a User ID in criteria, use the 18-character (case insensitive) version of the ID; not the 15-character (case sensitive) version.