KBA-01266: How to change the default filters on the Contacts Dashboard

Purpose & Scope:

The Contacts Dashboard opens with the Spitfire Users Only filter selected by default. This default filter allows the Contacts list to open quickly with just a few users displayed and allows the user to enter other filter parameters to search for the desired contact. WARNING:  Changing the default filter could result in unacceptable performance if you have a large number of Customer and Vendor contacts.

Procedure:

To change the default filter for the Contacts Dashboard:

1. In ICTool, use Tools | Edit SiteConfig.xml.
2. Add the following text into SiteConfig being sure to insert it above the </PageConfig> tag.
   <Pane>
   <PageName>/admin/users.aspx</PageName>
   <ItemID>4</ItemID>
   <PaneOrder>9</PaneOrder>
   <LocationCode>2</LocationCode>
   <PartInterfaceType>1</PartInterfaceType>
   <Title>Contact List</Title>
   <Url>~/admin/UserList.ascx</Url>
   <Active>true</Active>
   <UCModule>SYS</UCModule>
   <UCFunction>Users</UCFunction>
   <PropData>&lt;WebPart&gt;&lt;ShowFilter&gt;True&lt;/ShowFilter&gt;&lt;filter.sfUser&gt;false&lt;/filter.sfUser&gt;
         &lt;filter.Employee&gt;false&lt;/filter.Employee&gt;&lt;/WebPart&gt;</PropData>
   </Pane>
3. Save SiteConfig.xml.
   The <PropData> tag includes the default Filter parameter settings. The Spitfire Users Only filter parameter is:
   ;&lt;filter.sfUser&gt;True&lt;/filter.sfUser&gt;
   Changing the True to False changes the default setting from checked to unchecked.

Additional Comments:

Important:
Publish the site to distribute the updated configuration file and cause the IIS server(s) to reload the configuration data.

KBA-01266; Last updated: November 10, 2016 at 12:47 pm;

Keywords:  customer filter, vendor filter