Personalize

Settings > Personal Setup > Personalize

You can personalize your platform experience by creating email signatures, setting task and appointment reminder options, and default search settings.

To personalize your settings:

1. Click Settings > Personal Setup > Personalize
2. Click the [Edit] button
3. Specify an Email Signature; Email signatures appear automatically in a message, following the body text

   Plain Text Signature

   This text appears in email messages sent from the platform, and is formatted as plain text, meaning that no additional format styles are available; Typical information to include: name, professional title, company, and contact information

   HTML Signature

   This text appears at the end of email messages sent from the platform, and is formatted as HTML; HTML formatting can include font styles, such as Bold, Italics, or images (logos or art); Formatting tools are provided

4. In the Reminder Settings section, complete the following information:

   Appointment Reminder

   Default is None (no reminder notification); Optional setting, specified in minutes/hours/days; Determines when an email notification is sent, as a reminder of a scheduled appointment; This default can be overridden when scheduling individual appointments

   Additional Email Addresses

   Optionally, enter a comma-separated list of additional email addresses for notification; By default, the reminder goes to the email address specified in Personal Information settings

   Task Reminder

   Default is None (no reminder notification); Available reminder options: 1-6 days, 1 week, or Immediate; Determines when an email notification is sent, as a reminder of a pending task; This default can be overridden when editing individual tasks

   Additional Email addresses

   Optionally, enter a comma-separated list of additional email addresses for notification; By default, the reminder goes to the email address specified in Personal Information settings

5. In the Search Settings section, complete the following information:

   Search Settings

   Choose from: Search All, Object

   Learn more: About the Default Search Settings

6. In the Date Format Settings section, complete the following information:

   Set Date Format

   Choose from one of the available Date Formats

   File:Dateformat.gif

7. Click [Save]

About the Default Search Settings

Define a default search option for the Sidebar Search.

Search Settings can be defaulted to either of these options:

Search All

All objects in the Application, including hidden objects

Object

Always default to this tab [Object]