Difference between revisions of "Personalize"
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You can personalize your platform experience by creating email signatures, setting task and appointment reminder options, and default search settings. | You can personalize your platform experience by creating email signatures, setting task and appointment reminder options, and default search settings. | ||
==Persoanlize Your Settings== | |||
To personalize your settings: | To personalize your settings: | ||
#Click '''Settings > Personal Setup > Personalize''' | #Click '''Settings > Personal Setup > Personalize''' | ||
#Click the | #Click the '''[Edit]''' button | ||
#Make changes. | |||
# | |||
#Click '''[Save]''' | #Click '''[Save]''' | ||
== | ==Personalization Options== | ||
===Reading Pane=== | |||
:;Position: Specify where the email display-pane appears. | |||
===Search Settings section=== | |||
:;Search Settings:Choose the default search option for the [[Sidebar]] Search. | |||
::*'''Search All -''' All objects in the [[Application]], including hidden objects | |||
::*'''Object -''' Search the items in this tab (the current [[Object]]) | |||
: | ===Date Format Settings section=== | ||
::; | :;Set Date Format:Choose from one of the available [[Date#Default_Date_Format|Date Formats]] | ||
::; | |||
===Reminder Settings section=== | |||
:;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 | |||
===Email Signature section=== | |||
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 | |||
<noinclude> | |||
[[Category:Personal Setup| 40-Personalize]] | [[Category:Personal Setup| 40-Personalize]] | ||
</noinclude> | |||
Latest revision as of 22:35, 2 August 2011
Settings > Personal Setup > Personalize
You can personalize your platform experience by creating email signatures, setting task and appointment reminder options, and default search settings.
Persoanlize Your Settings
To personalize your settings:
- Click Settings > Personal Setup > Personalize
- Click the [Edit] button
- Make changes.
- Click [Save]
Personalization Options
Reading Pane
- Position
- Specify where the email display-pane appears.
Search Settings section
- Search Settings
- Choose the default search option for the Sidebar Search.
- Search All - All objects in the Application, including hidden objects
- Object - Search the items in this tab (the current Object)
Date Format Settings section
- Set Date Format
- Choose from one of the available Date Formats
Reminder Settings section
- 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
Email Signature section
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