System Settings

What are CV Online System Settings?

CV Online system settings are optional configuration settings that override the default behavior of CV Online.  They are stored in the database in the CVONLINESETTINGS table which is used only by CV Online (i.e., you can add CV Online system settings freely without worrying about breaking any functionality in CV Desktop).

The settings can control many aspects of CV Online (see the individual descriptions for more details) and allow this configuration to be done directly using the CV Online interface rather than by modifying a configuration file stored on a web server.

How do I change a CV Online System Setting?

In CV Online, choose "Administration" from the menu, and then "Edit Reference Tables."

Then select the "CV Online System Settings" reference table.

Clicking "Add Record", on the top left-hand corner will bring up a dialog which will allow you to add a new setting.

Select the desired setting from the available options and then provide the value and save.

After saving, your setting should appear in the setting list.  Once you refresh CV Online the setting should take effect so after refreshing you can check to make sure CV Online has been modified as intended with the desired behavior.

CV Online Settings

Setting	Value Type	Description	Default Value	Version
ABSTRACT_GROUP_TITLE	String	Value to use in place of the text "Abstract Groups" in tab titles and list headers. To fully rename this module, additional renaming will be required in the main menu editor, list editor, and notebook editor.	Abstract Groups	1.32.02
ABSTRACT_TOPIC_TITLE	String	Value to use in place of the text "Abstract Topics" in tab titles and list headers. To fully rename this module, additional renaming will be required in the main menu editor, list editor, and notebook editor.	Abstract Topics	1.32.02
ACTION_ENFORCE_OWNER	Y/N	Whether to allow any user to update an action item (N) or only the original creator/assigner of the action item (Y).	N	1.25.03
ACTION_INVOICE_PRODTYP	String	Defines a product type to use for creating action item invoices. Assign the PRODUCTTYPE value of the PRODUCTTYPEREF table.    When defined, a "Create Invoice" button and an Invoices tab will show in the AI notebook. Clicking the "Create Invoice" button will bring up a list of products with the specified product type for the user to select to create an invoice which is " to the AI. The Invoices tab will show all invoices that are linked to the AI.		1.30.00
ACTION_PRIVATE_ASSIGNEEONLY	Y/N	When opening the AI notebook or the document notebook for a document that's linked to an AI in CVO, a check is performed to see if the logged in user has access to the notebook based on whether the AI is private. If this setting is set to N, both the assignee (ACTIONASSIGNEDTOCD) and creator (ACTIONASSIGNEDBYCD) of the AI will have access. If it's set to Y, only the assignee will have access.	N	1.30.02
ACTIVE_SEARCH_ENABLED	Y/N	Whether to allow type-ahead search on lists	Y	1.19
ACTIVITIES_PANEL_WIDTH	Integer	Width in pixels for the activities panel on notebooks and lists	160	1.28.02
ADDCONTACT_ALWAYS	Y/N	Whether to allow the "Add Contact" activity even in cases where it would normally be disabled, such as in an organization notebook that is read-only or disabled because of chapter restrictions.	N	1.25.03
ADDORG_ALWAYS	Y/N	Whether to allow adding new organizations even if the organization notebook would normally be read-only for a given user.	N	1.25.06
ADDRESS_SWAP_ALTFIELDS	String Array	String array of alt fields to swap when swapping primary and alternate address. Can be customized to prevent swapping a field that a client has customized to be used for a non-address purpose.	["ALTADDRESSTYPE", "ALTADDRESS1", "ALTADDRESS2", "ALTADDRESS3", "ALTCITY", "ALTSTATE", "ALTZIP", "ALTCOUNTRY", "ALTCOUNTY", "ALTPROVINCE"]	1.25.02
ADDRESS_SWAP_FIELDS	String Array	String array of fields to swap when swapping primary and alternate address. Can be customized to prevent swapping a field that a client has customized to be used for a non-address purpose. Values in ADDRESS_SWAP_FIELDS must align with desired field to swap in ADDRESS_SWAP_ALTFIELDS.	["ALTADDRESSTYPE", "ALTADDRESS1", "ALTADDRESS2", "ALTADDRESS3", "ALTCITY", "ALTSTATE", "ALTZIP", "ALTCOUNTRY", "ALTCOUNTY", "ALTPROVINCE"]	1.25.02
ADDRESS_VERIF_MAX	Integer	Maximum number of records to allow in address verification batch	100	1.27.02
ALLOW_INFORMZ	Y/N	Whether the "Informz List Mappings" menu item is available. Note: The Informz integration must be configured and available independent of CV Online.	N	1.29.06
ALLOW_INVITM_DESC_EDIT	Y/N	Whether to allow changes to invoice item description when editing invoice	Y	1.19
ALLOW_INVITM_PRICE_EDIT	Y/N	Whether to allow changes to invoice item price when editing invoice (make sure correct triggers are in place to support if true)	Y	1.19
ALLOW_INVITM_QTY_EDIT	Y/N	Whether to allow changes to invoice item quantity when editing invoice (make sure correct triggers are in place to support if true)	Y	1.19
ALLOW_INVITM_SHIP_EDIT	Y/N	Whether to allow changes to invoice item shipping when editing invoice (make sure correct triggers are in place to support if true)	Y	1.19
ALLOW_INVITM_TAX_EDIT	Y/N	Whether to allow changes to invoice item tax when editing invoice (make sure correct triggers are in place to support if true)	Y	1.19
ALLOW_STAFF_SURVEY_EDITS	Y/N	Whether to allow Elements users to make changes to survey responses submitted by members	Y	1.19
ALLOW_SYSTEM_REPORTS	Y/N	Whether to allow populating system reports on lists and notebooks	Y	1.19
ALLOW_TAXONOMY_CASCADE	Y/N	Whether clicking on a parent taxonomy tag automatically changes the checked state of all child tags	Y	1.19
APPEAL_COMBO_NO_DISCOUNTS	Y/N	The appeal dropdown in the email blast form and bulk billing form will only show the appeals that are not discount appeals.	N	1.31.07
BATCH_QUICK_START	Y/N	Whether to automatically start running the batch and collapse the batch window in response to the "Start Batch" button (Y, default) or just display the batch in the batch window (N, legacy).	Y	1.27.09
BATCHCD_ALLOW_CUSTOM	Y/N	Whether to allow user to enter a batch CD value when creating a payment batch (Y), or to rely on logic in stored procedure to generate unique batch CD values (N).	N	1.25.01
BOOTH_SALES_ACTIVE	Y/N	Whether "Purchase Booth" button should be available on organization notebook to allow org contacts to make booth purchases from event floor plan. Button must also be made visible in notebook editor.	N	1.23.00
BOOTH_SALES_BUILDER	Y/N	Whether the booth floorplan builder application will be available in CV Online, accessible from the Services menu. Requires additional configuration to enable.	N	1.25.06
BOOTH_SALES_EVENT	String	SESSIONALTCD of event to use for booth sales		1.23.00
BOOTH_SALES_FPID	Integer	Floor plan ID to use for booth sales.		1.23.00
BOOTH_SALES_PRIMCONT_ONLY	Y/N	Whether to allow booth purchases only for org primary contact (Y) or to allow any org contact to make booth purchases (N, default)	N	1.23.00
BOOTH_SALES_USE_FPDATA	Y/N	Whether to use the legacy floorplan editor (N), or the newer version (Y) which requires the EVENTBOOTH_FPDATA table. Should be N for any clients with existing floorplans, and Y for new clients.	N	1.30.04
BOOTH_UNASSIGN_FIELDS	String	A list of fields, delimited by a | character, to be updated when unassigning a booth. For each field the list can include just the field name to clear the field or FIELDNAME=VALUE to set the value of the field. The following placeholders can be used as values:    [NOWDATE] - The current date in MM/DD/YYYY format  [NOWTIME] - The current date in timestamp format  [USERCD] - The USERCD of the active user	ORGDISPLAYNAME|RESERVEDBYORGCD|ASSIGNEDSESSIONCD|BOOTHSTATUS=Released|BOOTHCOMMENT|BOOTHSTAFF|BOOTHPRODUCTS|BOOTHNEEDS|BOOTHSTTCHANGETMS=[NOWTIME]|BOOTHSTTCHANGEUSERCD=[USERCD]	1.28.06
BUCKET_MULTI_SEL_METHOD	MULTI / SIMPLE	Whether to allow complex multi-selection (use ctrl+click to select multiple records, shift + click to select groups) or simple multi-select (click a given record to toggle selection) on lists. By default CVO will utilize MULTI, however for staff that extensively use touch screen devices SIMPLE may be preferred.	MULTI	1.27.02
CEU_PRECISION	Integer	On the Event notebook Certifications tab, determines the decimal precision of the CEU numeric input fields when editing the grid (default 2). Please note that increasing the precision will require numerous template and role overrides to have the correct value appear and be subsequently editable in all locations on the event and individual notebooks. The baseline field precision for the CEU fields in SESSION and CERTIFICATION is 2, and increasing that value requires configuration and testing beyond this setting and the purpose of this configuration is to make that optional end-to-end configuration possible.	2	1.29.03
CHAPTER_USER_DELETE_RECORDS	Y/N	Whether to allow users with the CHAPTER role to delete permitted records via the "Delete Record" button	N	1.19
CHAPTER_USER_SET_COMPANY	Y/N	Whether to allow users with the CHAPTER role to modify COMPANYCD values when adding/editing records (otherwise this will automatically be populated for them based on their CHAPTERCD)	N	1.19
CHECKOUT_ALLOW_OVERPAY	Y/N	Whether to allow adding already-paid invoices to the cart, and subsequently allow users to process a payment against said invoices	N	1.28.03
CHECKOUT_ALLOW_PARTIALPAY	Y/N	Whether to allow partial payment when checking out (requires ALLOWPARTIALPAYMENT=Y CVWEB config)	Y	1.19.1
CHECKOUT_ALLOW_PAYMENTDATE	Y/N	Whether to allow users to enter a payment date when checking out to override default of current date	N	1.26.01
CHECKOUT_BATCH_REQ	Y/N	Whether to require that a payment batch is running before any transactions may be processed with the universal shopping cart through the CVO checkout interface.	N	1.25.01
CHECKOUT_BILLADDR_REQ	Y/N	Whether to require billing address on checkout form	N	1.19
CHECKOUT_BILLADDR_SHOW	Y/N	Whether to show billing address on checkout form	Y	1.19
CHECKOUT_BILLPROVINCE_SHOW	Y/N	Whether to show province field in billing address section of checkout form	N	1.27.08
CHECKOUT_CC_SURCHARGE_APPLY	Y/N	Whether to apply a surcharge to credit card purchase	N	1.19
CHECKOUT_CC_SURCHARGE_PRODUCT	String	Product CD of the PRODUCT table record containing configuration for credit card surcharge	CCSURCHARGE	1.19
CHECKOUT_CHECK_BILLTOSTT	Y/N	When working with an individual, whether to always check the cart owner's BILLTOSTT when checking out and automatically bill to the individual's organization if BILLTOSTT = O and the individual has a linked org code (this has the same effect as the BILLALLTOORG system setting).	N	1.27.05
CHECKOUT_COMPANYCD_CHECK	Y/N	Whether to enable advanced intercompany check logic when adding items to the cart. This new intercompany check relies on the records in the Ledger Reference Intercompany Setup (ACCT_COMPANYMAP) reference table to determine which companies are allowed to interact with each other. When enabled, this will also filter the "Company CD" dropdown in the checkout UI to only show allowed companies for the current transaction. Note: When this setting is enabled, all saleable items must be attached to a company or users may encounter errors. Also, when enabled, this check replaces the existing check that normally runs when the existing INTERCOMPANYCHECK system setting is turned on.	N	1.31.06
CHECKOUT_COMPANYCD_CHECK_PMTPREF	String	Determines which company CD should be defaulted in the checkout UI. Possible values are: MONEY - default to the company with the most money associated with it in the cart PRIMARY - default to the company specified by the PRIMARYCOMPANYCD system setting (if available in the cart) 001, 002, etc - default to specified company (if available in the cart) Otherwise, the lowest available company CD value in the cart will be defaulted Note: This only applies when the CHECKOUT_COMPANYCD_SHOW setting is enabled and no payment batch is running.		1.31.06
CHECKOUT_COMPANYCD_SHOW	Y/N	Whether to show the "Company CD" field in the checkout UI when no payment batch is running.	N	1.31.06
CHECKOUT_CREDIT_COPY_VALS	Y/N	Whether to show checkbox that allows copying info to credit address from shipping address	N	1.19
CHECKOUT_CREDIT_KEEPONFILE_SHOW	Y/N	Whether to show checkbox that allows keeping credit card information saved on file	N	1.27.03
CHECKOUT_CREDITADDRESS1_REQ	Y/N	Whether to require credit address 1 field on checkout form	Y	1.19
CHECKOUT_CREDITADDRESS1_SHOW	Y/N	Whether to show credit address 1 field on checkout form	N	1.19
CHECKOUT_CREDITADDRESS2_REQ	Y/N	Whether to require credit address 2 field on checkout form	N	1.19
CHECKOUT_CREDITADDRESS2_SHOW	Y/N	Whether to show credit address 2 field on checkout form	N	1.19
CHECKOUT_CREDITCITY_REQ	Y/N	Whether to require credit city field on checkout form	Y	1.19
CHECKOUT_CREDITCITY_SHOW	Y/N	Whether to show credit city field on checkout form	N	1.19
CHECKOUT_CREDITCOUNTRY_REQ	Y/N	Whether to require credit country field on checkout form	N	1.19
CHECKOUT_CREDITCOUNTRY_SHOW	Y/N	Whether to show credit country field on checkout form	N	1.19
CHECKOUT_CREDITEMAIL_REQ	Y/N	Whether to require credit email field on checkout form	N	1.19
CHECKOUT_CREDITEMAIL_SHOW	Y/N	Whether to show credit email field on checkout form	N	1.19
CHECKOUT_CREDITORGNAME_REQ	Y/N	Whether to require credit org name field on checkout form	N	1.19
CHECKOUT_CREDITORGNAME_SHOW	Y/N	Whether to show credit org name field on checkout form	N	1.19
CHECKOUT_CREDITPAYEENAME_REQ	Y/N	Whether to require credit payee name field on checkout form	N	1.19
CHECKOUT_CREDITPAYEENAME_SHOW	Y/N	Whether to show credit payee name field on checkout form	N	1.19
CHECKOUT_CREDITPHONE_REQ	Y/N	Whether to require credit phone field on checkout form	N	1.19
CHECKOUT_CREDITPHONE_SHOW	Y/N	Whether to show credit phone field on checkout form	N	1.19
CHECKOUT_CREDITSTATECD_REQ	Y/N	Whether to require credit state field on checkout form	Y	1.19
CHECKOUT_CREDITSTATECD_SHOW	Y/N	Whether to show credit state field on checkout form	N	1.19
CHECKOUT_CREDITZIP_REQ	Y/N	Whether to require credit zip field on checkout form	Y	1.19
CHECKOUT_CREDITZIP_SHOW	Y/N	Whether to show credit zip field on checkout form	N	1.19
CHECKOUT_CSC_REQ	Y/N	Whether to require card security code field on checkout form	N	1.19
CHECKOUT_CSC_SHOW	Y/N	Whether to show card security code field on checkout form	Y	1.19
CHECKOUT_DON_NO_TAB	Y/N	When enabled, allows processing donation-only cart transactions without opening a confirmation tab to allow quicker donation data entry. Users will receive a passive notification on successful transaction, and a modal alert if an error occurs.	N	1.28.04
CHECKOUT_EMAIL_OPTS	JSON ARRAY	An array of email templates available for selection during checkout. By default, the "email-OrderConfirm.htm" template (or a template defined in the CHECKOUT_PARAMS CVO setting as the EMAILREPLYFORM) will be selected. Additional templates will appear as radio button options that can be selected during checkout. Example:  [   {"template":"email-OrderConfirm.htm","name":"General Order Confirmation"}, {"template":"email-ProductConfirm.htm","name":"Product Order Confirmation"},   {"template":"email-EventConfirm.htm","name":"Event Order Confirmation"}  ]		1.28.08
CHECKOUT_INV_DATES_BY_PMT	Y/N	When a payment batch is running, whether to set the invoice date and due date based on the payment date (typically the batch date, Y), or to use the current date (default, N).	N	1.27.05
CHECKOUT_INV_DATES_BY_PMT_ALWAYS	Y/N	Always sets the invoice date and due date based on the payment date (either today's date or an override value if provided), regardless of whether a payment batch is running (default, N).	N	1.28.02
CHECKOUT_INV_DUE_OFFSET	Integer	Number of days to add to the invoice date when determining the invoice due date (DUEDATE). For example to have INVOICE.DUEDATE reflect a value of 30 days later than INVOICE.INVOICEDATE, set this value to 30.	0	1.27.08
CHECKOUT_MISMATCH_PROMPT	Y/N	Whether to prompt before processing order if the cart contains items that do not match the cart owner	N	1.25.00
CHECKOUT_PARAMS	JSON	Extra parameters submitted to web object when processing an order.		1.19
CHECKOUT_PMT_AMEX_CODE	String	PAYMENTTYPECD value to use for AMEX payments	AMEX	1.19.1
CHECKOUT_PMT_AMEX_SHOW	Y/N	Whether to show AMEX payment method on checkout form (American Express)	Y	1.19
CHECKOUT_PMT_AUTHTYP_SHOW	Y/N	Whether to show the Authorization Type dropdown when using euclidPay payment processor (allows manual selection of card entry context)	N	1.28.02
CHECKOUT_PMT_BILLME_CODE	String	PAYMENTTYPECD value to use for BILLME payments		1.19.1
CHECKOUT_PMT_BILLME_SHOW	Y/N	Whether to show BILLME payment method on checkout form (Create Invoice)	Y	1.19
CHECKOUT_PMT_CASH_CODE	String	PAYMENTTYPECD value to use for CASH payments	CASH	1.19.1
CHECKOUT_PMT_CASH_SHOW	Y/N	Whether to show CASH payment method on checkout form (Cash)	Y	1.19
CHECKOUT_PMT_CASH2_CODE	String	PAYMENTTYPECD value to use for alternate cash payments		1.23.00
CHECKOUT_PMT_CASH2_LBL	String	Label to use for alternate cash payment type in checkout		1.23.00
CHECKOUT_PMT_CASH2_SHOW	Y/N	Whether to show alternate cash payment type in checkout	N	1.23.00
CHECKOUT_PMT_CASHCOMMENT_REQ	Y/N	Whether to require the "comment" field when cash payment type is selected during checkout	N	1.23.00
CHECKOUT_PMT_CASHCOMMENT_SHOW	Y/N	Whether to show the "comment" field below the cash payment type option during checkout	N	1.23.00
CHECKOUT_PMT_CHECK_CODE	String	PAYMENTTYPECD value to use for CHECK payments	CHECK	1.19.1
CHECKOUT_PMT_CHECK_SHOW	Y/N	Whether to show or hide CHECK payment method on checkout form (Check)	Y	1.19
CHECKOUT_PMT_CHECK2_CODE	String	PAYMENTTYPECD value to use for alternate check payments		1.23.00
CHECKOUT_PMT_CHECK2_LBL	String	Label to use for alternate check payment type in checkout		1.23.00
CHECKOUT_PMT_CHECK2_SHOW	Y/N	Whether to show alternate check payment type in checkout	N	1.23.00
CHECKOUT_PMT_COF_CODE	String	PAYMENTTYPECD value to use for COF payments.  Update (v1.28.01): PAYMENTTYPECD value for saved payment profiles will be taken from the profile. The static value in this setting will only be used if no value is present in the payment profile.	CC	1.19.1
CHECKOUT_PMT_COF_SHOW	Y/N	Whether to show COF payment method on checkout form  (saved card on file, for existing card/EZ Pay payment profile)	N	1.19
CHECKOUT_PMT_DI_CODE		PAYMENTTYPECD value to use for DI payments	DI	1.19.1
CHECKOUT_PMT_DI_SHOW	Y/N	Whether to show DI payment method on checkout form (Discover)	Y	1.19
CHECKOUT_PMT_EFT_CODE	String	PAYMENTTYPECD value to use for EFT payments	EFT	1.27.09
CHECKOUT_PMT_EFT_LBL	String	Label to use for EFT payment type in checkout	EFT	1.27.09
CHECKOUT_PMT_EFT_SHOW	Y/N	Whether to show EFT payment type in checkout	N	1.27.09
CHECKOUT_PMT_MC_CODE		PAYMENTTYPECD value to use for MC payments	MC	1.19.1
CHECKOUT_PMT_MC_SHOW	Y/N	Whether to show MC payment method on checkout form (MasterCard)	Y	1.19
CHECKOUT_PMT_OTH_SHOW	Y/N	Whether to show the Other Payment Method option and associated dropdown of choices on the checkout form	Y	1.25.07
CHECKOUT_PMT_REFUND_CODE	String	PAYMENTTYPECD value to use for refund payments created through payments list	REFND	1.25.07
CHECKOUT_PMT_SWIPE_LBL	string	Label for the card swipe payment method option in the shopping cart interface.	Swipe Card
CHECKOUT_PMT_SWIPE_READER	string	Value to indicate the card swiper model in use. Supported values are:  DYNAMO6 (newer, white, supports iOS and Android)  iDYNAMO (older, black, iOS only)	iDYNAMO
CHECKOUT_PMT_SWIPE_SHOW	Y/N	Whether to show the "Swipe Card" payment method which allows euclidPay clients to use the MagneTek iDynamo 5 card reader to process in-person credit card transactions by swiping a card (requires iPad).	N	1.28.05
CHECKOUT_PMT_VISA_CODE	String	PAYMENTTYPECD value to use for VISA payments	VISA	1.19.1
CHECKOUT_PMT_VISA_SHOW	Y/N	Whether to show VISA payment method on checkout form (VISA)	Y	1.19
CHECKOUT_SHIPADDR_CALCTAX	Y/N	Whether to calculate tax based on the shipping address. Requires CUSTOMTAXRATE=Y web configuration, plus customization of spWeb_GetCustomTaxRate stored procedure.	N	1.27.04
CHECKOUT_SHIPADDR_REQ	Y/N	Whether to require shipping address value on checkout form	Y	1.19
CHECKOUT_SHIPADDR_REQ_STATE	Y/N	Whether to require the state field in the shipping address section on the checkout form (only when shipping address itself is required)	Y	1.23.00
CHECKOUT_SHIPADDR_SHOW	Y/N	Whether to show shipping address fields on checkout form	Y	1.19
CHECKOUT_SHIPPROVINCE_SHOW	Y/N	Whether to show province field in shipping address section of checkout form	N	1.27.08
CK_CONFIG	JSON	JSON configuration object that will be passed to CK Editor html editor plugin when editing web profiles, etc.		1.19
CK_CONFIG_EMAIL	JSON	JSON configuration object that will be passed to CK Editor html editor plugin when editing email template.		1.19
COMBO_COUNTRY_FIRST	String Array	Array containing values for items that should appear first in the country dropdown, example: ["United States"]		1.25.05
COMBO_STATECD_FIRST	String Array	Array containing values for items that should appear first in the state dropdown, example: ["DC","MD", "VA"]		1.25.05
CUSTOM_BRANDING	JSON	Custom logo image and width for use on top bar. Example:  {   "logo": "../../Portals/CLient/images/client_logo.png",   "logoWidth": 110,   "logoHeight": 110,   "logoMargin": "10px 0 0 10px"  }		1.19
CUSTOM_LOGIN	JSON	Custom logo image and message to appear on login prompt, formatted as JSON object. Must be valid JSON. Example:  {   "logo": "../../Portals/NDEO/images/NDEO-logo.png",   "msg": "NDEO Staff Access to ClearVantage Online Please log in to continue ",   "title": "NDEO - ClearVantage Online"  }		1.19
CVPRO_IS_AVAIL	String	If present, CV Online will display "Get CV Pro" menu option in the administration menu, providing the contents of this setting as instructions to the user when accessed.		1.27.00
CVWEB_DIR	String	Subdirectory for CV Web public. Typically "cvweb" which is the default, however new clients on CV Web 5 will have "cv5". Setting this will automatically update the default paths for "Login as User" and other CV Online functions that connect to the public site.	cvweb	1.27.03
DASHBOARD_SEQUENTIAL_LOAD	Y/N	Determines whether widgets on custom dashboards are loaded simultaneously (N, default) or sequentialy (Y). Loading sequentialy can fix issue that may arise where not all widgets load when dashboard is opened, but in general is slower to complete the load for all widgets.	N	1.19
DATEFIELD_FORMAT	String	Date format to be displayed in datefield form inputs and submitted to server. Note, to function properly:  Cvweb.cvcfg must have the DATEDEFAULTFORMAT configuration, which must match the format of this setting (actual format string will vary, for example use DATEFIELD_FORMAT = "d/m/Y" and DATEDEFAULTFORMAT = DD/MM/YYYY)  SQL server local settings must be configured to use the format as well, otherwise when sending dates back to the server during an update or insert action, you will receive the error: Customer information update error: '00/00/0000' is not a valid date and time	m/d/Y	1.19
DISABLE_LOGIN_MONITOR	Y/N	Whether the login monitor that periodically checks to ensure the user has a valid session should be disabled.	N	1.25.05
DUES_ALLOW_CANCEL	Y/N	Whether the "Cancel Dues/Sub/Don" button should appear on Dues/Subs/Dons history tabs	Y	1.23.00
DUES_ALLOW_DELETE	Y/N	Whether the "Delete Dues/Sub/Don" button should appear on  Dues/Subs/Dons history tabs	Y	1.23.00
DUES_ALLOW_RENEW	Y/N	Whether the "Renew Membership" activity button should appear on the individual and organization notebook activity panels. Requires sp_DuesCreateForCustomer to function, check that this is up-to-date before deploying (needs to be latest version that returns generated INVOICENUM)	N	1.24.00
DUES_CURRENT_LOOKBACK	Integer	Indicates how many days to look back when determining which records should be included when the "Current" filter is selected in the Dues/Subs/Dons history tab on individual and organization notebooks.	366	1.31.06
DUES_DEFAULT_ALL	Y/N	When this setting is present and set to "Y", the default filter for the Dues/Subs/Dons history tab on individual and organization notebooks will be "All" instead of "Current".	N	1.29.03
DUES_FLOW2_RECIP_INV_BEHAVIOR	SUGGEST/ENFORCE/NONE	Controls the behavior of the "Invoice Option" section in the "Add Recipient" modal. Possible values are: ENFORCE - the "Invoice Option" section is hidden and the invoice to use is determined based on the FLOWTHROUGH2_MULTIINVOICESDEFAULT system setting behind the scenes. SUGGEST - the "Invoice Option" section is visible and the toggle is defaulted based on the FLOWTHROUGH2_MULTIINVOICESDEFAULT system setting, but users can select a different option if they want NONE - the "Invoice Option" section is visible but the toggle is not defaulted (unless only one option is allowed) The recommended setting for FLOWTHROUGH2_MULTIINVOICESDEFAULT is "MAIN/CURRENT/NEW". In this configuration, the invoicing logic will use the parent dues invoice if payment has not been applied, else it will use the most recent recipient invoice if payment has not been applied, else it will make a new invoice. The options MAIN, CURRENT, and NEW may be arranged in any order. Contact your BA to have this configured. Note: This only applies when both the DUES_USE_FLOWTHROUGH2 CVO setting and FLOWTHROUGH2_MULTIINVOICES system setting are turned on.	SUGGEST	1.31.06
DUES_SUGGEST_STARTDATE	String	Default start date to pre-fill when adding subscriptions to the cart. Can contain the "YYYY" string which will be replaced by the current year, for example, "3/1/YYYY".
DUES_USE_DUES2	Y/N	Whether to use /DuesBatch2 when processing membership renewals. Setting to Y will also make it so that clicking the "Renew Membership" button in the ind and org notebooks will bring the user to the Membership Renewals screen instead of bringing up the "Renew Membership for…" modal.	N	1.29.01
DUES_USE_FLOWTHROUGH2	Y/N	Whether to use the "FlowThrough2" scripts for flowthrough assignment which are generic and appropriate for all clients, or the legacy scripts.	Y	1.30.03
EMAIL_EDITOR_AVAILABLE	Y/N	Whether the "Email Templates" menu item is available. Note: email editor must be configured and available independent of CV Online.	N	1.22.00
EMAIL_EDITOR_DISABLE_AI	Y/N	Whether to disable all AI features in the email editor (i.e, Smart Text and Magic Image).	N	1.31.05
EMAIL_EDITOR_UPLOADS_PAGESIZE	Integer	The number of images to show per page in the Uploads tab of the email editor. Note: Page sizes larger than 20 may cause the email editor to lag.	20	1.31.00
EMAIL_EDITOR_USERS	String Array	If present, the "Email Templates" menu item will only appear for the users designated in this array (as long as EMAIL_EDITOR_AVAILABLE is set to Y). Example:  ["USER1","USER2"]		1.26.00
EMAIL_INFO_ALLOWED_DOMAINS	JSON	Array of allowed domains for sending emails. The email blast UI will prevent users from sending emails with a from address that is not from these domains. Example: ["euclidtechnology.com","cv9.cvsapphire.com"]	The hostname from the client's CVO site	1.30.02
EMAIL_INFO_FROMADDR	JSON Array	Array of values previously entered into the "From Address" field when configuring an email blast. Values are automatically appended to this setting as they are used but can be manually adjusted here to add/edit/remove past entries. Example:  [   {   "val": "info@euclidtraining.org",   "dis": "info@euclidtraining.org"   },   {   "val": "dsanabria@euclidtraining.org",   "dis": "dsanabria@euclidtraining.org"   }  ]		1.27.02
EMAIL_INFO_FROMNAME	JSON Array	Array of values previously entered into the "From Name" field when configuring an email blast. Example:  [   {   "val": "The Association",   "dis": "The Association"   },   {   "val": "Diana Sanabria Nieto",   "dis": "Diana Sanabria Nieto"   }  ]		1.27.02
EMAIL_INFO_REPLYADDR	JSON Array	Array of values previously entered into the "Reply Address" field when configuring an email blast. Example:  [   {   "val": "info@euclidtraining.org",   "dis": "info@euclidtraining.org"   },   {   "val": "dsanabria@euclidtraining.org",   "dis": "dsanabria@euclidtraining.org"   }  ]		1.27.02
EMAIL_INSERTLINK_CUSTCD_PREFIX	String	A custom prefix to use when using "Insert Link" on the email blast interface and selecting the "Include customer link" option. By default, CV will append the customer code to the generated URL as a query string parameter with a syntax like "&cd=CODE" or "?cd=CODE". Providing a value like "/cd/" in this setting will enable generation of CMS-compatible links by appending "/cd/CODE" instead.		1.31.01
EMAIL_INV_DEFAULT_APPEAL	String	Default appeal code populated into the "Appeal" dropdown when emailing an invoice via the invoice notebook or list. Requires that general email tracking is enabled via ENABLEEMAILTRACKING CV system setting and related configuration. Requires CVTM 3.0.0.1+ configured for the CVO instance, and then enabled via USE_SERVICEBLASTEMAIL_V2NEW CVO system setting.		1.31.07
EMAIL_PAYNOW_DEFAULT_APPEAL	String	Default appeal code populated into the "Appeal" dropdown when emailing a Pay Now link via the invoice notebook or list. Requires that general email tracking is enabled via ENABLEEMAILTRACKING CV system setting and related configuration. Requires CVTM 3.0.0.1+ configured for the CVO instance, and then enabled via USE_SERVICEBLASTEMAIL_V2NEW CVO system setting.		1.31.07
EMAIL_SCHEDULE_HOURSDIFF	Integer	Number of hours difference between the web server time and the client's local time (i.e. number of hours to add to server time to get client's local time; may be a negative number). When this setting is present, users will make an email schedule time selection and the hours difference will be applied to that selection to store a value so that emails go out at the desired local time.		1.27.05
EMAIL_SCHEDULE_NOTE	String	Note to display on the schedule email delivery dialog, intended to remind the user that emails will go out according to the server clock and clarify the server's time zone.		1.25.06
EUCLIDPAY_COMPANYLST	String Array	List of company codes for companies using euclidPay. Example: ["001", "002"]		1.26.02
EUCLIDPAY_DASHURL	String	URL for euclidPay dashboard SSO access.		1.26.02
EUCLIDPAY_ENABLED	Y/N	Whether to display the "euclidPay Account" menu in the Financials menu for authorized users.		1.26.02
EUCLIDPAY_TARGET	CVONLINE/BROWSER	Whether to open the euclidPay dashboard in a new browser tab (BROWSER) or in a CV Online tab (CVONLINE)	BROWSER	1.26.02
EVT_ALLOW_MULTIPLE_REGS	Y/N	Whether to allow individuals to have more than one registration for a given event. Note: when set to Y, also requires cvweb configuration ATTENDEEREGDUPLICATIONCHECK=N to work properly (DLL-level check will be enforced otherwise).	N	1.23.00
EVT_CALENDAR_FILTER	String	Filtering parameters to append to CV Web request when retrieving event calendar for display. Example:  SESSIONBEGDATE=>getdate()-4&PROGRAMALTCD=WEBINAR		1.25.02
EVT_CHECKIN_SUBJECT	String	The default email subject to use when sending kiosk QR codes. You can use the placeholder [EVENTNAME] to substitute the event name in the subject. For example: Welcome to [EVENTNAME]!	Self-check-in for [EVENTNAME]	1.32.00
EVT_CHECKIN_TEMPLATE	Number	The default email template to use when sending kiosk QR codes.	There is a default template in the system.	1.32.00
EVT_DEFAULT_TIMES	Y/N	Whether the start and end times for an event should be defaulted if they are left blank when creating a new event.	Y	1.31.02
EVT_ENTER_SESSIONALTCD	Y/N	Whether to allow user-created SESSIONALTCD values when creating new event	Y	1.20.02
EVT_NB_INVOICE_BTN	Y/N	Whether to show the Invoice Course Provider on the Event list and Event notebook.	N	1.29.01
EVT_NB_LINKED_SERIES	Y/N	Whether to show the "Linked Series" tab and "Create Linked Series" activity button on the Event notebook. Extra configuration is required for this to work properly. Note: The PARENTCHILDREN system setting also needs to be set to Y when this setting is set to Y.	Y	1.30.05
EVT_NEW_SPONS	Y/N	Whether the client is using the new sponsorship functionality. When set to Y, the "Sponsorship Packages" and "Purchased Sponsorships" tabs in the Event notebook as well as the "Purchased Sponsorships" tab in the Org notebook will be hidden. This may also be used to enable/disable registration flow changes related to the new sponsorship functionality in the future.	Y	1.30.06
EVT_REG_EXPORT_QUERY	String	Used to specify an alternate query to use for the Export Reg List option in the Event Notebook. The query should be in the clients portal and the name of the query would be the value of this setting.		1.30.01
EVT_REG_MESSAGES	Y/N	Whether to show messages related to the event status (i.e. closed, full) when creating an event registration (default, Y), or suppress messages (N).	Y	1.27.07
EVT_REG_NEW_FCOMMENTS	Y/N	Whether to use new per-function comments with configuration for text or dropdown comments (Y) or legacy function comments configured in web configuration file (N, default). Requires updated registration form templates on public site, available in web 5 baseline.	N	1.30.05
EVT_REG_USE_CVWEB5	Y/N	Whether to use updated CVWeb 5 driven process for event registrations (default, Y), or continue to use the existing legacy process (N).	Y	1.27.08
FILENAME_LENGTH	Integer	Length of the maximum characters allowed for a filename	40	1.30.06
FILTER_REPORTS_BY_CHAPTER	Y/N	Whether to pass a chapter ID parameter based on logged-in user's chapter when opening a report	N	1.19
FOR_CLIENT_CODE	String	Client code that controls certain branching logic for custom behaviors. It is also used for the new email editor and it is required to be set for each client.	Unique client Euclid abbreviation. Example: AIA	1.19
GL_REF_CHANGELOG	Y/N	Whether to display the "View Change Log" buttons on the GLACCOUNTREF and GLACCOUNTMAP reference table record profiles in the Reference Tables interface (requires manual application of database triggers on these tables, see 1263811614)	N	1.31.01
INV_LIST_AGERANGEFIELD	String	Controls which field is used when calculating the "Age (In Days)" column in the Invoice List and when filtering the list using the "Invoice Age" filter in the quick find. Can be set to DUEDATE or INVOICEDATE.	DUEDATE	1.30.04
INV_LIST_FASTCHECKOUT	Y/N	Whether to show the checkout after clicking "Add Invoice to Cart" on the invoice list	N	1.30.00
INV_PAYNOW_ENABLED	Y/N	Whether to show "Email Pay Now Link" activity button on invoice notebook. Note: Requires additional database and member website configuration, see release notes for full details.	N	1.31.02
INV_PAYNOW_EXPDAYS	Integer	Number of days that a Pay Now link will remain valid after creation. Default value is 3 days.	3	1.31.02
INV_PAYNOW_SUBJECT	String	Custom subject line to use for Pay Now emails. The value [INVOICENUM] will be replaced with the invoice number.	N/A, a default subject line is provided in the application	1.31.02
INV_PAYNOW_TEMPLATE	String	Custom email template to be used for Pay Now emails. The value should be the LETTERCD of the selected template in the LETTER table (can be obtained in CVO via "Manage" on the email blast interface). The value of this setting is the letter cd from the LETTER table.	N/A, a default text template is provided in the application	1.31.02
INV_REPORT_OVERVIEW	Y/N	Whether to show the invoice report from the INVOICEOVERRIDERPT CV system setting in the Overview tab of the invoice notebook instead of the CVWeb template	N	1.28.07
JOBBOARD_AVAILABLE	Y/N	Whether the Job Postings item should be available in the Services menu	N	1.19
LEDGERCD_COMBO_FILTER	String	Allows for filtering the Accounting Code dropdown based on GLACCOUNTREF.ACCOUNTCLASS. The setting accepts a comma separated list of ACCOUNTCLASS values, found in the GLACCOUNTREF table. There should be no spaces between commas in the list. Example:  LEDGERCD_COMBO_FILTER=B-Liability,I-Revenue		1.29.06
LIST_COM_FILTER_STATUS	String	Allows for filtering of the committee list by status. The value should be the name of the status to filter by that is a value in the status dropdown in the committee notebook. Example:  LIST_COM_FILTER_STATUS=Active		1.30.06
LIST_COM_FILTER_TYPE	String	Allows for filtering of the committee list by committee type. The value should be the CODE/CD/ID of the committee type to filter by that is a value in the type dropdown in the committee notebook. Example:  LIST_COM_FILTER_TYPE=COHORT		1.30.06
LIST_EVT_DEFAULT_LISTID	String	Set to "NONE" to prevent CVO from attempting to load in the default event shared list when opening the event list. This is for clients with customizations to the event list that are not compatible with the default shared list.		1.28.03
LIST_IND_ADVEXPORT	Y/N	Whether to use the advanced export interface which allows field selection and utilizes an async, batch-based process that supports very large exports (Y) or the traditional template-based export method (N)	Y	1.27.03
LIST_IND_EXPORT_QUERY	String	Used to specify an alternate query to use for the export option on the individual list, only applies when LIST_IND_ADVEXPORT = N. The query should be in the clients portal and the name of the query would be the value of this setting.		1.30.02
LIST_IND_USEALTCDFORNUM	String	Whether the CUSTOMERCD field or CUSTOMERALTCD field should be the default search when the user types numeric input into the search field. To enable the use of CUSTOMERALTCD, provide the field label to use for this value in the search type dropdown, for example "Bar ID". If setting value is blank or not present, CUSTOMERCD will be the default.		1.25.03
LIST_IND_WILDCDSEARCH	Y/N	Whether CUSTOMERCD and CUSTOMERALTCD searches should append a trailing wildcard character when the user enters a numeric input into the search field.	Y	1.25.04
LIST_ORG_ADVEXPORT	Y/N	Whether to use the advanced export interface which allows field selection and utilizes an async, batch-based process that supports very large exports (Y) or the traditional template-based export method (N)	Y	1.27.04
LIST_ORG_USEALTCDFORNUM	String	Whether the ORGCD field or ORGALTCD field should be the default search when the user types numeric input into the search field. To enable the use of ORGALTCD, provide the field label to use for this value in the search type dropdown, for example "Alt ID". If setting value is blank or not present, ORGCD will be the default.		1.25.05
LIST_ORG_USENAMEFIND	String	Whether the ORGNAME field or the NAMEFIND field should be the default search when the user types alphabetic content into the search field. To enable the use of NAMEFIND, provide the field label to use for this value in the search type dropdown, for example "Search Key". If setting value is blank or not present, ORGNAME will be the default.		1.25.03
LIST_ORG_WILDCDSEARCH	Y/N	Whether the ORGCD search should append a trailing wildcard character when the user enters a numeric input into the search field.	Y	1.25.04
LOGINASUSER_ALLOW	Y/N	Whether to allow the "Login as User" functionality (if disallowed, buttons will not appear even if present in role file)	N	1.20.1
LOGINASUSER_SKIP_LOGOUT	Y/N	Whether to skip the log off action at the start of the "Login as User" process. Disabled by default but can be helpful in some instances where "Login as User" does not work properly in CV Pro.	N	1.27.04
MASTERCERT_PRODUCT_REQ	Y/N	Whether an attached product is required when adding a master certification for an individual.	Y	1.25.03
MEMBERSHIP_MENU_SEARCH_AI	Y/N	Whether to display the "Search Action Items" item in the Membership menu (by default this is for admins only and appears in the Administration menu)	N	1.27.04
MERGE_INSTRUCTIONS_IND	String	Can be used to show instructions at the top of the Merge Duplicate Records screen when merging duplicate individuals		1.30.00
MERGE_INSTRUCTIONS_ORG	String	Can be used to show instructions at the top of the Merge Duplicate Records screen when merging duplicate organizations		1.30.00
MFA_EMAIL_SUBJECT	String	Custom value to use as the subject line when sending multifactor (MFA/2FA) verification code emails.		1.32.02
MMC_MORE_AVAILABLE	Y/N	Whether the specialty membership notebook has a "More UDF" tab with additional user-defined fields	N	1.25.07
MMC_MORE_FILTERED	Y/N	Whether the availability of fields on the specialty membership notebook "More UDF" tab should be controlled by a filtering query based on the notebook's company value	N	1.25.07
MMCAUTOFILTER_OVERRIDE	Y/N	Whether to override the configured MMCAUTOFILTER setting for lists	Y	1.19
MMCAUTOFILTER_OVERRIDE_COMBO	Y/N	Whether to override the configured MMCAUTOFILTER setting for combo lists	Y	1.19
MMCAUTOFILTER_OVERRIDE_EXPORT	Y/N	Whether to override the configured MMCAUTOFILTER setting for exports	N	1.19
MMCAUTOFILTER_OVERRIDE_GADGET	Y/N	Whether to override the configured MMCAUTOFILTER setting for dashboard gadgets	Y	1.24.00
MMCAUTOFILTER_OVERRIDE_TIP	Y/N	Whether to override the configured MMCAUTOFILTER setting for tips	Y	1.29.06
MODAL_ORG_SEARCH_EXCLUDE_SELF	Y/N	When searching for a parent organization via the inline "Search Organizations" button, whether the current organization will be excluded from the list of possible parent organizations except when searching directly via Org ID (default Y).	Y	1.31.03
MULTICURRENCY_COMPANY_DISPLAY	Y/N	Whether to display the base currency for a company's entity records when that company's base currency differs from the base currency of the CVO instance (typically primary company's base currency). This display may take the form of an indicator on the notebook layout or in the toolbar on a history tab list.	Y	1.27.09
MULTIPLENOTES_FORMAT	String	Whether to use HTML format when CV System Setting MULTIPLENOTES = Y (value = HTML), or plain text format (value = TEXT, default)	TEXT	1.28.00
NB_DASH_ALLOW_DEPLOYGADGETS	Y/N	Whether to allow deployment of new baseline gadgets compatible with the notebook dashboards feature via the automated deploy script. These gadgets will not be filtered out from inappropriate contexts in CV9 and so are only suitable for clients using CVO/Pro or who are aware of this limitation.	N	1.30.05
NB_IND_STT_FOR_BLUE	String	Comma-separated list of status values that should receive the blue color in the individual notebook status display field	Pending	1.28.08
NB_IND_STT_FOR_GREEN	String	Comma-separated list of status values that should receive the green color in the individual notebook status display field	Active, Eligible, Current, Approved	1.28.08
NB_IND_STT_FOR_PURPLE	String	Comma-separated list of status values that should receive the purple color in the individual notebook status display field		1.28.08
NB_IND_STT_FOR_RED	String	Comma-separated list of status values that should receive the red color in the individual notebook status display field	Inactive, Suspended	1.28.08
NB_IND_STT_FOR_YELLOW	String	Comma-separated list of status values that should receive the yellow color in the individual notebook status display field	Terminated, Expired, Dropped, Former	1.28.08
NEW_PASSWORD_MIN_CHARS	integer	Minimum number of characters allowed when setting new member or user passwords	12 (updated v1.31.03)	1.19
NOTE_AUTOSHOW	Y/N	Whether to automatically open the "Notes" tab with a checkmark icon on the individual and organization notebook when note data exists for that record. If setting = N, the "Notes" button or link will instead show bold text and a different prompt to indicate the existence of note data.	Y	1.28.00
NOTE_STAMP_FORMAT	HTML String	HTML format to use for timestamps inserted into notes. By default will insert a horizontal line break and make the timestamp bold, with trailing line breaks. To provide a different format, just override this with the desired format, including the string "[STAMP]" where the timestamp value should be inserted (or just use the value [STAMP] for a basic timestamp).	[STAMP]	1.28.00
NOTEBOOK_ABSGRP_SHOWALLABSTRACTS	Y/N	Whether to show the All Abstracts tab in the Abstract Group notebook.	N	1.29.08
NOTEBOOK_ABSTOP_SENDQL	Y/N	Whether the "Send QuickLetter to Current List" activity button should be present on the Abstracts list in the Abstract Topic notebook. This requires CVTM service v1.9.8.4 as well as the sp_GetAbstractParticipantsWithDocumentNum script update included with that version. Please confirm the configuration in your environment before enabling this feature.	N	1.28.08
NOTEBOOK_CAM_SHOW_DISCOUNTS	Y/N	Whether the campaign notebook should have a "Discounts" tab for new discount offerings in addition to standard appeals.	N	1.26.02
NOTEBOOK_CERT_NOTE1_LBL	String	Label to use for the first HTML note on the cert notebook	Note 1	1.29.04
NOTEBOOK_CERT_NOTE2_LBL	String	Label to use for the second HTML note on the cert notebook	Note 2	1.29.04
NOTEBOOK_CERT_TRANSCRED_CEUFIELDS	String Array	The credit fields to show in the "Transfer Credits" modal.  Note: The field names for this setting should be pulled from the notebook editor in the certification notebook. Only numeric fields are compatible with this setting. Fields in this setting must be unique and cannot also exist in the NOTEBOOK_CERT_TRANSCRED_COPYFIELDS setting.	["CR_CEU1QTY", "CR_CEU2QTY", "CR_CEU3QTY", "CR_CEU4QTY", "CR_CEU5QTY", "CR_CEU6QTY"]	1.30.06
NOTEBOOK_CERT_TRANSCRED_COPYFIELDS	String Array	The fields to copy from the old certification to the new certification during the transfer credits process.  Note: The field names for this setting should be pulled from the notebook editor in the certification notebook. The following fields should not be used because they have special logic associated with them: CR_NEXTACTIONDTE, CR_NEXTACTION, CR_ORIGINALCERTDTE, and CR_CERTIFICATIONDATE. Fields in this setting must be unique and cannot also exist in the NOTEBOOK_CERT_TRANSCRED_CEUFIELDS setting.	["CR_CERTIFICATIONCD", "CR_SESSIONALTCD", "CR_SESSIONNAME", "CR_STATUSSTT", "CUSTOMERCD"]	1.30.06
NOTEBOOK_CERT_TRANSCRED_CUSTDATE	Y/N	If Y, the "Transfer Credits" modal will have a "Transfer to Date" field that will be used to set the CERTIFICATIONDATE on the new certification.  If N, the "Transfer Credits" modal will have a "Transfer to Year" field. If a value is submitted, the CERTIFICATIONDATE on the new certification will be set to 12/31/. If the field is left blank, the CERTIFICATIONDATE on the new certification will be set to 12/31/XXXX where XXXX is the year from the CERTIFICATIONDATE of the old certification minus one.	N	1.30.06
NOTEBOOK_CERT_TRANSCRED_NBLABELS	Y/N	Y to use the certification notebook labels for SESSIONNAME and CERTIFICATIONDATE in the "Transfer Credits" modal or N to use the default labels ("Course Name" and "Date Earned" respectively).	N	1.30.06
NOTEBOOK_CERT_TRANSFER_CREDITS	Y/N	Whether to show "Transfer Credits" activity button on certification modal notebook.	N	1.27.10
NOTEBOOK_COM_ALLOWNOTES	Y/N	Whether to show the "Edit Note" button in the committee notebook. This can be used to turn off committee notes in CVO for clients who want to continue using committee notes in CV Desktop since the RTF notes from Desktop are not compatible with CVO.	Y	1.30.04
NOTEBOOK_COM_CUSTOMTABS	JSON	Object describing custom tabs to be included in committee notebook.		1.27.05
NOTEBOOK_COM_DETAILED_CHANGELOG	Y/N	Whether to include information about committee member positions (INDCOMMITTEEPOSITIONS) and history (INDCOMMITTEEH) in the committee notebook change log.	N	1.30.04
NOTEBOOK_COM_INACTIVE_BYDATE	Y/N	Whether the committee notebook Members list should filter inactive members by termination date (Y) or the "Inactive" status (N, default).	N	1.25.05
NOTEBOOK_DUES_DONATION_LOGIC	Y/N	Whether to enable logic to dynamically relabel and show/hide certain donation setup form fields based on the donation category and type. This is enabled by default but can be disabled for clients that may use those fields for custom purposes.	Y	1.28.03
NOTEBOOK_DUES_EZPAYFLDS_REQ	Y/N	When the setting is on, if "Use EZPay?" (TILLFORBID) is checked, "EZPay Frequency" (EZPAYOPTION), "Payment Method on File?" (PAYMENTMETHODONFILEFLG), and "Payment Method" (CCKEYNUM) should be required.  When the fields are required, they should be bolded and asterisked.  If "Use EZPay?" is checked and any of the required fields are not  in the notebook layout, an alert should show.	Y	1.31.02
NOTEBOOK_IND_ACTIVITIES	String	Whether to display individual notebook activity buttons in a mega-menu via a top toolbar (megaMenu), or via the traditional right panel (panel).	megaMenu	1.21
NOTEBOOK_IND_ADRCOPYFORMAT	String	Defines a custom address format for the information captured via the "Copy Address to Clipboard" and "Copy Alt Address to Clipboard" buttons. Example:  [FIRSTNAME] [LASTNAME], [SUFFIX]  [JOBTITLE]  [ORGNAME]  [ADDRESS1]  [CITY], [STATECD] [ZIP], [COUNTRY]  Empty lines as well as trailing spaces and commas will be removed to provide clean output. Field names for replacement should be in brackets as in above example. May use any of the following fields: PREFIX, FIRSTNAME, MIDDLEINITIAL, MIDDLENAME, LASTNAME, PREFNAME, SUFFIX, ORGNAME, JOBTITLE, DEPARTMENT, WORKPHONE, WORKPHONEEXT, ADDRESS1, ADDRESS2, ADDRESS3, CITY, STATECD, ZIP, PROVINCE, COUNTRY, COUNTY, EMAIL		1.26.00
NOTEBOOK_IND_CUSTOMTABS	JSON	Object describing custom tabs to be included in individual notebook.		1.22.00
NOTEBOOK_IND_ENFORCE_UNIQUE_EMAIL	Y/N	Whether to prompt user and prevent operation when a user attempts to create or update an individual notebook with a duplicate email value that is already in the system.	Y	1.26.02
NOTEBOOK_IND_ENTERDUES_FILTERS	JSON	Object describing custom filters to be applied when "Enter Dues" activity button is accessed from individual notebook. Encode flt property values in brackets to replace with field values from the individual record. Example:    [ {"fld": "CUSTOMERTYPE", "flt": "[CUSTOMERTYPE]"}, {"fld": "UPDATETYPEFLG", "flt": "I"}, {"fld": "UDEF1TXT", "flt": "Membership"}  ]		1.25.09
NOTEBOOK_IND_MEGA_EXTRA	String	Whether to include an additional mega menu on the individual notebook with contents pulled from sp_CVOnline_GetURLLinks. Value provided in this setting will be the label for the menu button. If setting is not present or has an empty value, no menu button will appear.		1.25.04
NOTEBOOK_IND_SSN_ENCRYPTED	Y/N	Whether SSN values are encrypted in the individual record. If encrypted, CVO will not display the SSN field value but instead will display a checkbox to indicate whether an SSN is on file.	N	1.25.05
NOTEBOOK_IND_SUMMARYPANEL	Y/N	Whether to display a separate summary panel on the left of the individual notebook (Y) or omit this panel (N).	Y	1.21
NOTEBOOK_INV_CHANGELOG	Y/N	Whether to display the "Change Log" activity button on the invoice notebook	Y	1.25.08
NOTEBOOK_MCERT_NOTE1_LBL	String	Label to use for the first HTML note on the master cert notebook	Note 1	1.28.05
NOTEBOOK_MCERT_NOTE2_LBL	String	Label to use for the second HTML note on the master cert notebook	Note 2	1.28.05
NOTEBOOK_ORG_ACTIVITIES	String	Whether to display organization notebook activity buttons in a mega-menu via a top toolbar (megaMenu), or via the traditional right panel (panel).	megaMenu	1.21
NOTEBOOK_ORG_ADRCOPYFORMAT	String	Defines a custom address format for the information captured via the "Copy Address to Clipboard" and "Copy Alt Address to Clipboard" buttons. Example:  [FIRSTNAME] [LASTNAME], [SUFFIX]  [JOBTITLE]  [ORGNAME]  [ADDRESS1]  [CITY], [STATECD] [ZIP], [COUNTRY]  Empty lines as well as trailing spaces and commas will be removed to provide clean output. Field names for replacement should be in brackets as in above example. May use any of the following fields: PREFIX, FIRSTNAME, MIDDLEINITIAL, MIDDLENAME, LASTNAME, PREFNAME, SUFFIX, ORGNAME, JOBTITLE, DEPARTMENT, WORKPHONE, WORKPHONEEXT, ADDRESS1, ADDRESS2, ADDRESS3, CITY, STATECD, ZIP, PROVINCE, COUNTRY, COUNTY, EMAIL		1.26.00
NOTEBOOK_ORG_CONTACTMAPPING	String	Defines the field mapping that should be used when updating notebook fields when assigning a new primary contact. Note: Mapping should be a continuous string with no line breaks.	CUSTOMERCD=>CUSTOMERCDLINK,CUSTOMERFULLNAME=>CONTACTNAME,PREFIX=>PREFIX,FIRSTNAME=>FIRSTNAME,LASTNAME=>LASTNAME,SUFFIX=>SUFFIX,JOBTITLE=>JOBTITLE,WORKPHONE=>WORKPHONE,WORKPHONEEXT=>WORKPHONEEXT,MOBILEPHONE=MOBILEPHONE,EMAIL=>EMAIL	1.25.03
NOTEBOOK_ORG_CUSTOMTABS	JSON	Object describing custom tabs to be included in organization notebook.		1.25.03
NOTEBOOK_ORG_ENTERDUES_FILTERS	JSON	Object describing custom filters to be applied when "Enter Dues" activity button is accessed from organization notebook. See NOTEBOOK_IND_ENTERDUES_FILTERS for example.		1.25.09
NOTEBOOK_ORG_MEGA_EXTRA	String	Whether to include an additional mega menu on the organization notebook with contents pulled from sp_CVOnline_GetURLLinks. Value provided in this setting will be the label for the menu button. If setting is not present or has an empty value, no menu button will appear.		v1.31.07
NOTEBOOK_ORG_SUMMARYPANEL	Y/N	Whether to display a separate summary panel on the left of the organization notebook (Y) or omit this panel (N).	Y	1.21
OPP_FILTER	String	Comma separated list of field-value pairs to use when filtering the Opportunity Overview lists.	'ISACTIVEFLG':'Y'	1.25.09
OPP_NOTE_FORMAT	String	Whether to use HTML format for opportunity notes (value = HTML) or plain text (value = TEXT, default).	TEXT	1.28.00
ORDERFILL_INV_STT	String	A comma-separated list of Order Status values to determine which invoices to include in the Order Fulfillment list.	O	1.32.02
PMT_PREVENT_DELETE	Y/N	Whether to allow payment deletion via the Delete Payment button on the payment notebook.	Y	1.31.01
PMT_SETTLEMENT_DAYS	integer	Payment settlement period in days. After the settlement period has ended, payments may not be voided even if they are processed and unposted. Default value (2) allows voiding payments made during the current day and prior day. Setting the value to 1 would allow voids only the same day, etc.	2	1.28.00
POSTING_AVAILABLE	Y/N	Whether posting wizard should be available in Financial menu	N	1.19
POSTING_POST_BATCHES	Y/N	Whether to use "Post approved batches" method (Y) or "Post transactions through date" method (N, default)	N	1.22.00
POSTING_POST_USELEGACYLEDGERCD	Y/N	No front end effect or default value. Configures posting scripts (specifically only sp_AutoPost_2_Post) as follows:  Used to maintain legacy posting behavior. In December 2023, CVO posting logic was updated to incorporate CV9 system settings ISMULTICOMPANY, ACCAPPENDTOEND, and NOCOMPANYINLEDGERCD. To avoid potentially affecting the posting process for clients already live, this setting is available to turn off the CV9 settings, and was added =Y for all existing clients using CVO posting. Recommended to not use this setting for new clients nor existing clients migrating from CV9.		1.30.07
POSTING_REPORT_ERROR	Integer	ITEM_ID of the error report for use in the posting wizard		1.19
POSTING_REPORT_PREVIEW	Integer	ITEM_ID of the preview report for use in the posting wizard		1.19
POSTING_REPORT_RESULTS	Integer	ITEM_ID of the results report for use in the posting wizard		1.19
POSTING_REPORT_TRIALBAL	Interger	ITEM_ID of the trial balance report available in Financial menu		1.19
PQ_SHOW_GROUP_OPTIONS	Y/N	Whether to show (Y) or hide (N) the "Use OR for Groups" and "Use AND with OR for Groups" checkboxes on the power query interface.	Y	1.31.00
PREVENT_ALL_SUBSCRIBED_LISTS_FOR_ROLES	JSON	JSON object listing roles that should not have "(ALL)" subscribed lists appear by default in home page widgets		1.19
PREVENT_BASELINE_FLOW_FOR_ROLES	JSON ARRAY	JSON array listing roles that should not permit new baseline options from flowing into the various layout editors. When a role is provided, it should not receive any baseline options for the following:    Notebook fields, activity buttons, and tabs  List columns and activity buttons  Main menu items  In order for this setting to function as intended, a hardcoded custom role file indicating the initial settings for the role MUST exist. Baseline flowthrough will only be prevented for items explicitly configured in the custom role file for the target role.  Also note that baseline options do not currently flow into each of the following places listed above by default, but having them do so is part of planned future development.	[]	1.29.07
PREVENT_DATABASE_SYNC	Y/N	Whether to prevent saved states and customizations in local storage from being synchronized to the database ROLE_SETTINGS table. If true, CVOnline state will exist only for the given browser instance in local storage.	N	1.19
PREVENT_LIST_EDITOR_FOR_ROLES	Array	Array listing roles that should not have access to the list editor. Add "(ALL)" to the array to prevent the list editor from apppearing on any user role. Example: ["(ALL)"]	[]	1.29.07
PREVENT_LIST_SUBSCRIPTION_FOR_ROLES	JSON	JSON object listing roles that should not have access to the gear icon to manage list subscriptions for home page widgets	[]	1.19
PREVENT_NOTEBOOK_EDITOR_FOR_ROLES	JSON	JSON object listing roles that should not have access to the "Edit Layout" button to configure notebook layouts		1.19
PREVENT_PRICE_ADJ_FOR_ROLES	Array	Array listing roles that should not be allowed to update the price of a product when adding it to the cart using the "Add to Cart (adv)" button. Add "(ALL)" to the array to prevent all roles from updating the price. Example: ["(ALL)"]	[]
PRORATE_ALLOW_OVERAGE	Y/N	When calculating prorate amounts, whether to allow the prorated amount to exceed the standard subscription amount (Y) or use this as the maximum allowed value (default, N). Applies to all prorate methods other than daily, which does allow overage according to baseline logic.	N	1.27.06
PROVINCE_USE_REFTBL	Y/N	Whether the PROVINCE field should be a free-text input (default, N) or a dropdown field using reference values from the PROVINCEREF reference table (Y). When set to Y, PROVINCE field will be automatically updated in any notebooks where it appears.	N	1.27.05
PW_CHANGE_90_SHOW	Y/N	Whether the "Requires password change every 90 days" checkbox should be visible when updating a web password for the member website.	Y	1.31.07
PW_CHANGE_NEXT_SHOW	Y/N	Whether the "User must change password at next logon" checkbox should be visible when updating a web password for the member website.	Y	1.31.07
REG_ALLOW_BADGEEDIT	Y/N	Whether the "Edit Badge Info" button should appear on registration lists	Y	1.23.00
REG_ALLOW_CANCEL	Y/N	Whether the "Cancel Reg" button should appear on registration lists	Y	1.23.00
REG_ALLOW_CANCEL_ATTENDED	Y/N	Whether to allow users to cancel a registration already marked as attended. If N, users will receive an alert and be unable to proceed unless the registration is marked as a no-show.	Y	1.27.00
REG_ALLOW_CANCEL_COMMENT	Y/N	Whether to allow users to save a cancellation comment to INDSESSION.PRICECOMMENT when cancelling a registration.	N	1.27.02
REG_ALLOW_CANCEL_ROLES	JSON Array	Array listing roles with an override value for the REG_ALLOW_CANCEL setting (which will serve as the default for any role not specified here). Example:  [{   "role":"ADMIN",   "setting":"Y"  },{   "role":"CHAPTER",   "setting":"N"  }]	[]	1.27.02
REG_ALLOW_DELETE	Y/N	Whether the "Delete Reg" button should appear on registration lists	Y	1.23.00
REG_ALLOW_FUNCTIONEDIT	Y/N	Whether the "Add/Remove Functions" button should appear on registration lists	Y	1.23.00
REG_ALLOW_REG	Y/N	Whether the "Register" button should appear on individual and organization registration lists	Y	1.23.00
REG_ALLOW_SUBSTITUTE	Y/N	Whether the "Substitute Reg" button should appear on registration lists	Y	1.23.00
REG_SUB_BADGEMAPPING	String	Defines how data from form fields will be saved to badge. If no value is present, the system will map the fields as follows: TONAME=>UDEF2TXT,TOJOBTITLE=>UDEF3TXT,TOORGNAME=>UDEF4TXT		1.23.00
REG_SUB_TARGETMAPPING	String	Defines how data from selected substitution target will be saved to fields in form for later use in the badge. If no value is present, the system will map the fields as follows: FULLNAME=>TONAME,CUSTOMERCD=>TOID,ORGNAME=>TOORGNAME,ORGCD=>TOORGCD,JOBTITLE=>TOJOBTITLE		1.23.00
REG_WAITLIST_COMMENTFLD	String	The INDSESSION comment field to show in the Add to/Remove from Wait List UI on the registration list. Can be PRICECOMMENT, COMMENT, or WAITLISTCOMMENT. Also, when the setting is set to COMMENT or WAITLISTCOMMENT, a "Comment" field will show under the "Wait List Info" section of the registration form.	PRICECOMMENT	1.30.06
REL_DEFAULT_ACTIVE	Y/N	Whether "Active" (Y) or "All" (N) is the default filter for the relationships tab on the individual and organization notebooks. The default value of "All" preserves the previous behavior. Changing this to "Active" will affect both the default filter and the tab count.	N	1.31.03
RENEWAL_BILLGROUP_REQ	Y/N	Whether the "Billing Group" field is required in the Membership Renewals interface.	Y	1.27.01
RENEWAL_EZPAYOPTION	Y/N	Whether the "EZPay renewals" option is available in the Membership Renewals interface	N	1.28.05
REPORTSERVICE_SKIP_REPORTS	String Array	Array defining report ID values that should not be processed using the report service DLL and instead should use rxreports DLL (currently required for reports utilizing a parameter form). Example:  ["437","470"]	[]	1.25.07
RESTRICT_BY_CHAPTERS	Y/N	Whether to restrict access by matching EMPLOYEE.CHAPTERCD against record's CHAPTERID value	N	1.19
RESTRICT_BY_COMPANY	Y/N	Whether to restrict access by matching DATABASE_USER.COMPANYCDLST values (comma delimited list) against record's CHAPTERID and COMPANYCD values (a match on either will allow access)	N	1.19
RESTRICT_TO_FINADMIN	JSON	This setting handles the permissions for invoice actions. The options seen in the default are the only options/actions available to limit to a financial admin and system admin. If the value of an action is set to N, the action will be available to everyone. If the value of an action is set to Y, the action will only be available for system admins and financial admins.	{ "processCCRefund": "N", "processOtherRefund": "N", "processTransferPmt": "N", "deleteInvoice": "N", "invoiceAdjustment": "N" }	1.31.05
SHOW_IND_NOTEBOOK_PHOTOS	Y/N	Whether to show photo preview with rollover on individual notebook	Y	1.19
SHOW_OPP_FUNNEL	Y/N	Whether to show the "Opportunity Overview" funnel view in the membership menu	N	1.19
SHOW_ORG_CHART	Y/N	Whether to allow users to view organization hierarchy chart via the "View Organization Chart" button on the sub-organization tab of the org notebook	Y	1.19
SHOW_ORG_NOTEBOOK_PHOTOS	Y/N	Whether to show photo preview with rollover on org notebook	Y	1.19
SHOW_SURVEY_SUBQ_TAXONOMY	Y/N	Whether to show "Edit Taxonomy" column when editing survey subquestions. To add for survey base questions, add taxonomy fields to customSurveyQuestionProfile in a custom role file	N	1.19
SITE_META_TITLE	String	Title that appears in browser tab or window		1.19.1
SPELLCHECK_DEFAULT_LANG	String	The default language to use for spellchecking. The possible values are 'en_US', 'en_GB', 'pt_BR', 'da_DK', 'nl_NL', 'en_CA', 'fi_FI', 'fr_FR', 'fr_CA', 'de_DE', 'el_GR', 'it_IT', 'nb_NO', 'pt_PT', 'es_ES', 'sv_SE', 'uk_UA', and 'auto'.	en_US	1.28.09
SPELLCHECK_DISABLE_FOR_NOTES	Y/N	Whether to turn off spellcheck for notes.	N	1.30.02
SPELLCHECK_ENABLE_AUTOCORRECT	Y/N	Whether to autocorrect typos as you type. This can be overridden by users using the "Correct spelling automatically" toggle in the spellcheck settings UI.	Y	1.28.09
SPELLCHECK_ENABLE_GRAMMAR_CHECK	Y/N	Whether to check for grammar mistakes. If this is set to N, the spellchecker will only check for spelling mistakes. This can only be changed globally and cannot be overridden by users.	Y	1.28.09
SPELLCHECK_IGNORE_ALL_CAPS	Y/N	Whether the spellchecker should ignore all-caps words (i.e. RADAR, SONAR, SOS). This can be overridden by users using the "Ignore all-caps words" toggle in the spellcheck settings UI.	N	1.28.09
SPELLCHECK_IGNORE_DOMAIN_NAMES	Y/N	Whether the spellchecker should ignore domain names (i.e. www.google.com, euclidtechnology.com). This can be overridden by users using the "Ignore domain names" toggle in the spellcheck settings UI.	Y	1.28.09
SPELLCHECK_IGNORE_MIXED_CASE	Y/N	Whether the spellchecker should ignore words with mixed case (i.e. OneNote, iPod, FedEx). This can be overridden by users using the "Ignore words with mixed case" toggle in the spellcheck settings UI.	N	1.28.09
SPELLCHECK_IGNORE_WORDS_WITH_NUMS	Y/N	Whether the spellchecker should ignore words with numbers (i.e. some1, U2, gr8). This can be overridden by users using the "Ignore words with numbers" toggle in the spellcheck settings UI.	Y	1.28.09
SUBTYP_FOR_DON	String	Determines which SUBSCRIPTION table records show on Donationslist by filtering UDEF1TXT based on this value	Donation	1.19
SUBTYP_FOR_MEM	String	Determines which SUBSCRIPTION table records show on Memberships list by filtering UDEF1TXT based on this value	Membership	1.19
SUBTYP_FOR_MEMORG	String	Determines which SUBSCRIPTION table records show on organization Memberships list by filtering UDEF1TXT based on this value	Membership	1.19
SUBTYP_FOR_SUB	String	Determines which SUBSCRIPTION table records show on Subscriptions list by filtering UDEF1TXT based on this value (string value but can include multiple types by specifying, for example "|IN|Subscription|Other Dues|")	Subscription	1.19
SUMMARY_PANEL_EVT	Y/N	Whether to show summary panel in event notebook with data populated from GetEntitySummary	N	1.19
SUMMARY_PANEL_IMGPARAMS	String	Querystring parameters to append to the cvImage DLL /view call that displays the entity photo on the individual and organization summary panels. For clients using cloud image storage, a parameter of "&IMAGENAME=Profile%20Photo" may be required.		1.30.02
SUMMARY_PANEL_IND	Y/N	Whether to show summary panel in individual notebook with data populated from GetEntitySummary	Y	1.19
SUMMARY_PANEL_ORG	Y/N	Whether to show summary panel in organization notebook with data populated from GetEntitySummary	Y	1.19
SUMMARY_PANEL_PRD	Y/N	Whether to show summary panel in product notebook with data populated from GetEntitySummary	N	1.19
SUMMARY_PANEL_SUB	Y/N	Whether to show summary panel in subscription notebook with data populated from GetEntitySummary	Y	1.19
SURVEY_QTEXT_HTML	Y/N	Whether to use HTML format (Y) or plain text format (N) for survey question text.	N	1.27.00
SURVEY_RESTRICT_RESPONSES	JSON ARRAY	JSON object describing a list of surveys that should restrict access to viewing the survey responses. Response access can be granted to certain users or certain user roles, and a staff user will have access if either applies.    Example:    [{ survey: "TEST_SURVEY", allowRoles: ["ADMIN","POWERUSER"], allowUsers: ["JANE","JOHN"]  }]		1.28.07
TABLEVIEW_SHOW_DESC	Y/N	Whether to display tableview description data below the title when a description is available and differs from the title	N	1.27.05
TEST_SITE_MSG	String	Message to append on top bar after company name to help differentiate test site from production site. Set to " " to disable test site differentiation. This will only show on the main menu.	[TEST SITE]	1.25.08
TIP_CONFIG	JSON	JSON object describing global tip behavior including tip window size, tip max length, etc. Note: If tip size is adjusted, the screen boundary constants for tip positioning should also be reviewed (these represent the percentage of the screen beyond which the tip should appear on the opposite side of its default orientation).	{ height: 300, width: 400, maxlength: 1000  }	1.29.06
TIP_RESTRICT_ROLES	JSON ARRAY	JSON array containing a list of chapters that should have restricted access to tips. Possible permission levels are "OFF" and "READONLY". Note that this will apply to all role users regardless of whether the user is a role or system admin. Example: [ { name: 'CHAPTER', tips: 'OFF' }, { name: 'TEST', tips: 'READONLY' } ]	[]	1.29.06
TOOLBAR_AUTOHIDE	Y/N	Whether to auto-hide the left toolbar when not in use	Y	1.19.1
TXTLBL_COMMITTEES_PLUR	String	Label to use in place of "Committees"	Committees	1.20.02
TXTLBL_COMMITTEES_SING	String	Label to use in place of "Committee"	Committee	1.20.02
TXTLBL_SPECMEM	String	Label to use in place of "Specialty" in "Specialty Membership"	Specialty	1.25.07
UPDATETMS_CHECK_ON_SAVE	Y/N	Whether to perform a check for UPDATETMS updates to the open notebook record prior to saving	N	1.30.03
USE_CKEDITOR	Y/N	Whether to use CKEditor instead of native Ext HTML editor	Y	1.19
USE_CVWEB5_TEMPLATES	Y/N	Whether to use the CV5 templates throughout (except for the registration form)	Y	1.28.06
USE_DBTOKENID	Y/N	Whether to alter login page to collect site token for multi-database installations	N	1.19
USE_REPORT_SUBSCRIBE_SECURITY	Y/N	Whether to use REPORTDBSUBSCRIBE to determine report access (Y) or allow compatibility with legacy reports (N)	Y	1.19
USE_REPORTSERVICE_DLL	Y/N	Whether to use the reportservice DLL when opening reports (currently limited to xtreme reports). Requires that the report service is available on the server and configured for this client.	N	1.25.06
USE_REPORTSERVICE_REMOTE	Y/N	Whether to use the reportservice DLL and configuration included in the CVO instance (N, default) or a separate report service website instance running in the /cvreports subfolder of the main /office site in IIS. Remote reporting service was the original implementation and is preserved for backwards compatibility and in case situations may arise where such configurations are preferrable for performance, but using the local reporting service is a more straightforward configuration and preferred in general.	N	1.29.04
USE_ROOT_LOGIN	Y/N	Whether to direct users to site root for login, rather than using office.dll/home as both the site and login URL (for multi-db sites taking advantage of DBTOKENID)	N	1.19
USE_SERVICEBLASTEMAIL	Y/N	Whether to use /ServiceBlastEmail in place of /SendBlastEmail when sending email blasts (/ServiceBlastEmail uses transaction manager and supports link tracking, etc).  Requires [CVTRANSMGR] section in cvweb.cvcfg	N	1.19
USE_SERVICEBLASTEMAIL_V2NEW	Y/N	Indicates that the CVO instance is configured to use a CV Transaction Manager instance of version 3.0.0.3 or higher that supports additional features for mail delivery. See the CVO version 1.31.07 release notes for full details on application features enabled by this setting.	N	1.31.07
USE_SERVICEBLASTEMAIL_WATTACH	Y/N	Whether to use /ServiceBlastEmailWAttach in place of /ServiceBlastEmail when sending email blasts (requires updated transaction manager to support all blast email types).  Requires [CVTRANSMGR] section in cvweb.cvcfg	N	1.23.00
VALIDATION_MSG	String	Validation message that user receives when required form fields are left blank or have invalid values.		1.19
WORKINGWITH_ORG_CREATE_DUMMY_CONTACT	Y/N	Working with an organization in CV Online requires that the org be linked to a primary contact that in turn is linked back to that org record. If this setting is Y, a dummy primary contact individual record will be created for an organization when the user initiates a "working with" action for that org if it is detected that no linked primary contact already exists.	N	1.25.06
WORKINGWITH_ORG_DIRECT	Y/N	Whether to allow working with organizations directly (bypassing the default requirement that they be linked to a primary contact).	N	1.27.05
WORKINGWITH_RESET_AFTER_TRANS	Y/N	Whether to automatically reset the "working with" state after each cart transaction (Y) or allow it to persist (N)	N	1.23.00

Internal CV Online Settings

Setting	Value Type	Description	Default Value	Version
COHORTS_ENABLED (internal)	Y/N	Enables client-specific Cohorts functionality including: Cohort Member Import menu item Cohort notebook Add Cohort button on committee notebook and list Additional cohorts functionality exists and can be added through custom role files. See original project for full details.	N
EDIT_EMAIL_TEMPLATE (internal)	Y/N	Determines the default "Load Template" method on the email blast interface. The preferred method is "Preview" (N) so that email template HTML is preserved and not re-interpreted by the WYSIWYG editor. By client request we can change this to "Edit" (Y) - however client should be made aware the inherent limitations of this approach before making this update.	N
EMAIL_EDITOR_SHOW_HTML_TOOL (internal)	Y/N	Whether the "HTML" block tool is available in the Email Editor. By default this is not available as: We want to steer clients away from custom HTML and towards the options natively available in the editor to produce consistent results and streamline support The HTML tool does not provide access to the source of the entire email template as clients may expect, and instead allows for use of custom HTML in a limited way within a single content block By client request we can enable this setting - however client should be made aware the inherent limitations of this tool and our ability to support it before making this update.	N
SQUARE_APP_ID (internal)		App ID value for partially-developed Square payments integration. The solution in place was only used for demo purposes and not in production. Additional research and development would be required for client use, this feature is only in the codebase for archival purposes currently.
ACTION_REQUEST_FORMAT (internal)	String	Format of the additional action item request text (TEXT, HTML, HTML-onlybody)	TEXT	1.19
ACTION_RESPONSE_FORMAT (internal)	String	Format of the additional action item response text (TEXT, HTML, HTML-onlybody)	TEXT	1.19
ACTIVE_SEARCH_MIN_CHARS (internal)	Integer	Number of characters required before type-ahead search is triggered	4	1.19
ADDIND_METHOD (internal)	String	Whether to add new individual records via a blank CV Online individual notebook (CVONLINE) or via a CV Web template. To use a CV Web template, provide template path, for example:../../cgi-bin/memberdll.dll/OpenPage?wrp=MembershipApp.htm	CVONLINE	1.20.1
ADDORG_METHOD (internal)	String	Whether to add new organization records via a blank CV Online organization notebook (CVONLINE) or via a CV Web template. To use a CV Web template, provide template path, for example: ../../cgi-bin/organizationdll.dll/OpenPage?wrp=MembershipApp.htm	CVONLINE	1.20.1
APPLY_CV_FIELD_LABELS (internal)	Y/N	Whether to apply custom field labels from ClearVantage to CV Online form fields	Y	1.19
CLAS_REPORTS_SOURCE (internal)		Web object call to retrieve JSON report listing for optional CLAS reports menu		1.25.00
CLAS_REPORTS_TITLE (internal)	String	Title to use in main navigation for optional CLAS reports menu		1.25.00
COOKIE_PATH (internal)	String	Cookie path for site, should set automatically but available for override		1.19
CUSTOM_START_ACTION (internal)		If present, CV Online will perform a different action after login instead of opening the home dashboard		1.19.1
DASHBOARD_DEFAULT_STATE (internal)	JSON	JSON object describing the initial state of the dashboard (which widgets are present, widget size and collapsed state, etc)		1.19
LOGINASUSER_HOST (internal)		Host to use when connecting to remote site as user, by default this is the same as the CV Online host	dynamic	1.20.1
LOGINASUSER_HOST_AUTHPATH (internal)	String	Path to use when calling auth action on remote site as user.	/cvweb/cgi-bin/logindll.dll/Auth	1.20.1
LOGINASUSER_HOST_DASHPATH (internal)	String	Path to use when opening dashboard on remote site as user.	/cvweb/cgi-bin/memberdll.dll/info?wrp=mainloginwelcome.htm	1.20.1
LOGINASUSER_HOST_LOGOUTPATH (internal)	String	Path to use when calling logout action on remote site as user.	/cvweb/cgi-bin/logindll.dll/indlogoff	1.201
LOGINASUSER_HOST_PROTOCOL (internal)	String	Protocol to use when connecting to remote site as user	https	1.20.1
LOGINASUSER_MULTI (internal)	JSON	Allows the configuration of a list of websites for use with Login as User. Each site may specify a site name, host, authpath, dashpath, logoutpath, and protocol as well as a list of company codes to indicate which CV users should have access to the site. If a site does not list any companies, it will be accessible to all users. Example: [ { "name": "First Site", "host": "site1.myassociation.org", "companies":"001,002" }, { "name": "Second Site", "host": "site2.myassociation.org", "companies":"001,003", "logoutpath":"/cvweb2/cgi-bin/logindll.dll/indlogoff", "authpath":"/cvweb2/cgi-bin/logindll.dll/Auth", "dashpath":"/cvweb2/cgi-bin/memberdll.dll/info?wrp=mainloginwelcome.htm&setcmsmode=false" }, { "name": "Third Site", "host": "site3.myassociation.org" } ]		1.27.00
LOGINASUSER_SITE2_COMPANIES (internal)	String	Comma-separated list of company code values. If user's COMPANYCDLST value contains any of these companies, user will use the site 2 settings when opening the website as a member using "Login as User".		1.26.01
LOGINASUSER_SITE2_HOST (internal)	String	Host to use when connecting to remote site 2, if different than setting for primary site.		1.26.01
LOGINASUSER_SITE2_HOST_AUTHPATH (internal)	String	Auth action path to use when connecting to remote site 2, if different than setting for primary site.		1.26.01
LOGINASUSER_SITE2_HOST_DASHPATH (internal)	String	Dashboard path to use when connecting to remote site 2, if different than setting for primary site.		1.26.01
LOGINASUSER_SITE2_HOST_LOGOUTPATH (internal)	String	Logout action path to use when connecting to remote site 2, if different than setting for primary site.		1.26.01
NOTEBOOK_ORG_RTFNOTE (internal)	Y/N	Whether the organization note value stored in ORGNOTE.NOTE is in a rich text format (Y) or plain text/HTML (N). Rich text cannot be edited by CV Online, but by setting this value to Y you can enable CV Online to parse the rich text and display it as read-only text (note that most formatting information is lost in conversion).	N	1.25.03
PHOTO_TYPES (internal)	JSON	JSON object describing available photo types for various entity types (products, individuals, organizations)		1.19

Deprecated CV Online Settings

Setting	Value Type	Description	Default Value	Version
ADDIND_TARGET (DEPRECATED)	CVONLINE/NEWTAB	Whether to open new individual record in a CV Online tab (CVONLINE) or in a new browser tab (NEWTAB). The CVONLINE setting should only be used when the template in question has been updated to integrate with CV Online (pass membership data to CV Online cart, etc) otherwise the NEWTAB setting is best.	CVONLINE	1.20.1
ADDORG_TARGET (DEPRECATED)	String	Whether to open new organization record in a CV Online tab (CVONLINE) or in a new browser tab (NEWTAB). The CVONLINE setting should only be used when the template in question has been updated to integrate with CV Online (pass membership data to CV Online cart, etc) otherwise the NEWTAB setting is best.	CVONLINE	1.20.1
BOOTH_SALES_MULTI (DEPRECATED)	JSON	Object array containing details for current active events with booth sales, for clients with multiple such events active. Example: [ { "evtcd": "EVENT01", "fpid": "1" }, { "evtcd": "OTHEREVENT", "fpid": "8" }, { "evtcd": "EVENT03", "fpid": "3" } ] Update, v1.27.00: CV Online will now inherit the ISMULTIFLOORPLAN CV system setting. If this setting value is Y, CV Online will read the values in the EventFloorPlan table into the BOOTH_SALES_MULTI setting, and any manually provided value will be overridden.		1.25.05
CHECKOUT_PMT_OTH_TYPES (DEPRECATED, see update)	JSON	List of choices to populate the Other Payment Method selection dropdown. Note that any payment method listed here must also be included in the PAYMENTMETHODREF reference table. Default: [ { "val": "CC", "dis": "CC - Credit Card" } ] Update: Payment types from the payment method reference table will now automatically flow through when CHECKOUT_PMT_OTH_SHOW = Y for records where REPORTGROUP=Y (note, not true - this filter was not applied because REPORTGROUP field is not available in all database). This setting should only be used if flow through from the reference table is not possible or desired.		1.25.07
CHECKOUT_PMT_SWIPE_TERMINALID (DEPRECATED)		Previously this value would be passed as the EPAYTERMINALID parameter when communicating with the payment service. No longer utilized in code.	0
CHECKOUT_USERBATCHCD (DEPRECATED, , removed in 1.32.00)		USERBATCHCD value to pass during checkout when no payment batch is active	WEBUSERID	1.21
DASHBOARD_DEFAULT_RSS (DEPRECATED)	JSON	JSON object describing the default RSS feeds for RSS widget		1.19
EMAIL_EDITOR_ADD_LEGACY (DEPRECATED, removed in 1.31.06)	Y/N	Whether to show the "Add Legacy" button on the Email Templates list.	N	1.30.07
EMAIL_EDITOR_TEMPLATES_BASE (DEPRECATED, removed in 1.31.06)	JSON Array	This has the base templates for Echion. If a client should not have access to the base Echion templates, this should be set to an empty array.	[{"name":"base01","title":"Standard Template","desc":"Our standard template with a variety of blocks"},{"name":"wide01","title":"Wide Template","desc":"Wider version of the standard template"},{"name":"template1","title":"Example Template","desc":"Custom template with unique blocks and theme"}]	1.28.08
EMAIL_EDITOR_TEMPLATES_CLIENT (DEPRECATED, removed in 1.31.06)	JSON Array	If the client has any custom Echion templates they can be configured here (i.e. [{"name":"PDAC01","title":"PDAC Template 01","desc":"Custom template for PDAC communications"}]).		1.28.08
EMAIL_EDITOR_CVO_DOMAIN (DEPRECATED, removed in 1.29.02)		This should be set to the root domain for the client's CVO site. For example, if the client's site is at https://www.euclidtechnology.com/office/cgi-bin/office.dll/home then the setting should be set to https://euclidtechnology.com/. This setting is required for Echion to work properly.		1.28.08
EMAIL_EDITOR_CVO_SUBDIR (DEPRECATED, removed in 1.29.02)		If the client's CVO application in IIS is named something other than office (i.e. cvo or cvonline), the application alias should be put in this setting. This can also be set to officetest if Echion is being configured on a test site.	office	1.28.08
EMAIL_EDITOR_DOMAIN (DEPRECATED, removed in 1.29.02)		If the client is running Echion on a different domain from CVO, that URL should be set here (i.e. https://echion.euclidtechnology.com/)		1.28.08
EMAIL_EDITOR_URL (DEPRECATED as of 1.28.08, removed in 1.29.01)		URL identifying the email editor resource. To utilize session from CVO, CVO should be configured to place session cookie at site root when email editor tool is available.		1.22.00
FILTER_TAB_CHECKMARKS (DEPRECATED, removed in 1.30.03)	Y/N	Whether to filter checkmarks on individual notebook tabs based on logged-in user's allowed companies by passing DATABASE_USER.COMPANYCDLST to stored procedure	N	1.19
LIST_IND_POPPREVIEW (DEPRECATED, removed in 1.31.00)	Y/N	Whether the pop preview icon should display on the "Name" column of the individual data grid.	Y	1.28.03
MAXLENGTH_PRICEDES (DEPRECATED, removed in 1.29.01)	Integer	Max length to enforce for PRICELIST.PRICEDES field on price editor window. DEPRECATED: In version 1.29.01 and greater, role file customizations for the price notebook are possible and this override should be handled via a custom role file rather than this setting which will no longer function.	50	1.27.09
MENU_OLD_ICONS (DEPRECATED, removed in 1.29.02)	Y/N	Whether to use the legacy desktop-style icons in the main menu (Y), or the new flat icon set (N)	N	1.28.04
POP_PREVIEW (DEPRECATED, removed in 1.31.00)	JSON	JSON object describing the properties of the pop-up preview window that appears when hovering over the info icon on list items (dismiss time, width, height)		1.19
REFUND_RESTRICT_TO_ADMIN (deprecated in 1.31.05)	Y/N	Whether only Finance and System Administrators should be able to process credit card refunds (Y) or if this should be allowed for all users (N). This was deprecated by the use of the setting RESTRICT_TO_FINADMIN.	N	1.26.02
SHOW_TAB_CHECKMARKS (DEPRECATED, removed in 1.30.03)	Y/N	Whether to show checkmarks on individual notebook tabs when a user has records available for that record type	Y	1.19
USE_DEFAULT_EMAIL_CLIENT (DEPRECATED, removed in 1.29.02)	Y/N	Whether to use mailto: links for "send email" button action (Y), or open cvonline mail interface linked to user's mail account via external services configuration (N)	Y	1.19
ADDIND_TARGET (DEPRECATED)	CVONLINE/NEWTAB	Whether to open new individual record in a CV Online tab (CVONLINE) or in a new browser tab (NEWTAB). The CVONLINE setting should only be used when the template in question has been updated to integrate with CV Online (pass membership data to CV Online cart, etc) otherwise the NEWTAB setting is best.	CVONLINE	1.20.1
ADDORG_TARGET (DEPRECATED)	String	Whether to open new organization record in a CV Online tab (CVONLINE) or in a new browser tab (NEWTAB). The CVONLINE setting should only be used when the template in question has been updated to integrate with CV Online (pass membership data to CV Online cart, etc) otherwise the NEWTAB setting is best.	CVONLINE	1.20.1
DASHBOARD_DEFAULT_RSS (DEPRECATED)	JSON	JSON object describing the default RSS feeds for RSS widget		1.19
TEST_SITE_CSS (DEPRECATED, removed in 1.32.01)	String	CSS to use on top bar company name to help differentiate test site from production site. Set to "color:black;" to disable test site differentiation.	color:#FFF;background-color:mediumaquamarine;padding:8px;position:relative;top:-4px	1.25.08
SITE_TITLE (DEPRECATED, removed in 1.32.01)	String	Title that appears in CV Online top bar		1.19
PHONE_SYSTEM (DEPRECATED, removed in 1.32.01)	String	Identifying code for software phone system used in place call buttons. Currently supported: 8x8 (default)	8x8	1.21