Allowing global contact management objects

The following Contact management objects can either be site-specific or global. Global objects are shared across all websites running in the system.

• Contacts
• Contact groups
• Contact statuses
• Accounts
• Account statuses
• Contact roles

Global objects are disabled by default. To enable the use of global objects:

1. Open the Settings application.

2. Navigate to On-line marketing -> Contact management -> Global data & merging.

3. Adjust the following settings in the Global data section:

   Setting	Description
   Allow global contacts	Enables the use of global contacts on the website.
   Automatically create global contact for user	If enabled, the system creates new global contacts when it detects that there are multiple contacts associated with a user registered on multiple websites in the system. - The site\-specific contacts are merged into the global contact.- If one of the detected contacts is already global, the system directly merges the other contacts into it instead of creating a new contact.
   Automatically create global contact for visitors with identical e-mail addresses	If there are users with the same e-mail address across multiple websites, the system creates a global contact for all site contacts associated with the given user.
   When choosing from global contacts, select	Indicates which contact the system uses as the primary contact for site visitors who have multiple global contacts assigned. The following options are available: - **Last modified** \- the contact that was most recently modified.- **First created** \- the oldest contact.- **Create a new contact** \- the system creates a new contact and merges the other global contacts into it.
   Allow global accounts	Enables the use of global accounts on the website.
   Allow global contact groups	Enables the use of global contact groups on the website.
   Allow global configuration	Enables the use of global contact statuses, account statuses and contact roles on the website.

4. Click Save.

User interface differences when global objects are enabled

If you allow global objects, the Site drop-down list becomes visible for site users above the list of objects in the Contact management application. The Site drop-down list offers the following options:

• (global and this site) - both global and the current site’s objects
• (global) - only global objects
• current site - only the current site’s objects

When you select (global and this site), the grids show the Site column, which indicates if the object is site‑specific or global. You cannot create new objects with this option selected.

 

If you are a global administrator, the Site drop-down list is always present above the available tabs in the Contact management application.