Changes

The personal settings control many aspects of a [[User|user's]] interaction with [[SmartSimple]].

* [[Password]]* [[Filters]] * [[Roles & Access]] * [[Pin Board]]

You can change your profile through the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking on your name in the top left corner of the screen.

[[Image:G54Ps2.jpgpng]]

[[Image:G55Ps1.jpg - S'''earch Internet'''png]]

Image:G56* Notes are displayed to the right of the screen.* Activity information that you have recorded or participated in such as meetings, telephones calls and email messages, are displayed below your personal details.* A number of additional tabs will be displayed depending on the configuration that you establish.jpg - '''Organisation'''

Image:G57With the exception of specific fields added to different types of people, this is the same screen used for every contact within SmartSimple.jpg - '''Organisation Chart'''

Image:G582.jpg - Click the '''Pin BoardEdit''' (If enabled by user)tab to display the '''Profile Edit''' window.

[[Image:G59Ps3.jpg - '''Address Map''' (If enabled in your profile)png]]

ImageYou can set the following values:G60.jpg - '''Print Preview'''

* Notes are displayed to '''First Name''' - First Name of the person.* '''Last Name''' - Last Name of the right person.* '''Title''' - Business title of the screenperson. * Activity information that you have recorded or participated in such as meetings, telephones calls '''Phone/Extension''' - Direct line for the person and their extension.* '''E-mail Address''' - An email messages, are displayed below your personal detailsaddress is required to allow a user to log into the system. * A number '''Prefix/Suffix''' - Prefix and suffix of additional tabs the contact.* '''Organisation''' - The organisation to which this person should be associated. Changing the organisation will “move’ that person to another organisation.* '''Street''' - Street of the person – if different from their organisation.* '''City''' - City address of the person – if different from their organisation.* '''Province''' - State address of the person – if different from their organisation.* '''Country''' - Country of the person – if different from their organisation.* '''Postal''' - Postal code of the person – if different from their organisation.* '''Primary Contact''' - Indicates if this person should be displayed depending on as the configuration that you establishprimary contact for the associated organisation.

With When adding organisations to the exception of specific fields added to different types of people, this system it will assume that the organisation is in the same screen used for every contact within SmartSimplecountry that you are located.

2. Click ==Changing the Edit tab to display the Profile Edit window.User’s Company or Address==

Image:G61If you wish to change the company that the [[User|user]] is associated with you can click the '''Lookup''' button, locate another company and associate the user with that company.jpg

You can [[Image:Ps4.png]] If you add a [[User|user]] to a company after you have added the company address, the user’s address will be set the following values:same as the company.

* First Name - First Name of If you set the person. * Last Name - Last Name of the person. * Title - Business title of the person. * Phone/Extension - Direct line for the person and their extension. * E-mail Address - An email address is required to allow company name after adding a user to log into the system. * Prefix/Suffix - Prefix and suffix of , you can use the contact. * Organisation - The organisation “Use Company Name” button to which this person should be associated. Changing copy the organisation will “move’ that person company address to another organisation. * Street - Street of the person – if different from their organisation. * City - City address of the person – if different from their organisation. * Province - State user address of the person – if different from their organisation. * Country - Country of the person – if different from their organisation. * Postal - Postal code of the person – if different from their organisation. * Primary Contact - Indicates if this person should be displayed as the primary contact for the associated organisation.

When adding organisations to the system it will assume that the organisation is in the country that you are located[[Image:Ps5.png]][edit] ==Additional Personal Settings==

Additional personal settings are accessed through the Setting '''Settings''' tab.

[[Image:G62Ps6.jpgpng]]

1. Click on the '''Settings ''', '''System ''' [[Menu|menu]].

The '''User Settings ''' page is displayed.

[[Image:G63Ps7.jpgpng]]

<u>'''User Settings – Display Options'''</u> * Automatically open incoming instant messages – opens the quick message window whenever a message is received.* Automatically collapse People Online – displays the people online collapsed.* Left Navigation Style – choose Static for menus that don’t expand or dynamic for menus that open and close. * UTA Tabs – used to control the presentation of tabbed fields when the Universal Tracking Application is used.* Font Size – choose a larger font size for your view of the system. * Instant Messaging Audio Notification – defines the type of audio notification for incoming instant messaging. * Text Editor – enables and disables the Rich Text/HTML Editor. * Number of Records Per page – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80 or 100. * Text Editor – enables and disables the Rich Text/HTML Editor.* Publish Pin board – make your personal Pin board visible to other people. * List View Thumbnail Size – determines the size of images in reports. * Discussion Alias – an anonymous name you wish to use when posting to SmartSimple discussions that are enabled for public access.

[edit]<u>'''User Settings – Regional SettingsOptions'''</u>

These options determine your regional settings. * Input Date Time Format – the individual users preferred entry format for date time values. * Input Short Date Time Format – the individual users preferred short display format for date time values. * Input Long Date Time Format – the individual users preferred link format for date time values. * Regardless of the date time format selected, the date and time will be shown to other users in their own preferred settings.* Time Difference (in Hour hours) – the individual users timezone adjustmentused to set your local time. * Home Currency – the default currency for this user. This currency will be referenced in applications such as Sales Tracking and Expense Tracking. This currency will be assumed to be the default currency for this user. * Default Language – the language that you wish to use. Currently you can select from seven languages. * Default New User Role – determines the “type” of person that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed for a new contact specific to your needs. * Internet Map Service – determines the Internet service you wish to use when displaying maps. * If you enable the Internet Map feature, then the Map icon will be displayed next to each address. <u>'''User Setting – New User Default Settings'''</u>

If The next set of options is used to control how the system should handle new contacts that you enable add to the system. * Company – determines the Internet Map featurecompany to which individual contacts should be added – if you do not select a company before creating the new contact. Generally, then you will create a new company named “general contacts” and set this as the default company in this field.* Role – determines the Map icon “type” of contact that you most frequently will be adding to the system. This feature ensures that the correct fields are displayed next for a new contact specific to each addressyour needs.[edit]Wireless Settings* Default ATS Folder – determines which folder to use for new applicants – only used in conjunction with the Applicant Tracking System.

* Wireless Login ID – the pass code you must use to access SmartSimple using your cell phone or other wireless devices. * To access SmartSimple via your web enabled cell phone or personal digital assistant go to http://youralias.smartsimple.com/wml<u>'''Cache'''</ u>

There are additional menus displayed on <u>'''Wireless Settings'''</u> * Wireless Login ID - the Setting menupass code you must use to access SmartSimple using your cell phone or other wireless devices.* To access SmartSimple via your web enabled cell phone or personal digital assistant go to the following URL http://youralias.smartsimple.com/wml/

Two additional items will be displayed on You need to click back to the View/Edit user to see these settings.* Password – use this menu to change your password.* Filters – use this menu depending on applications enabled:to manage filters that you can create and use in Sales and Applicant Tracking.* Roles and Access – roles are used to determine the type of information that you need to gather from different groups of people. For example, an HR candidate will need to supply different information to a recruiter candidate.

Two additional items may be displayed on the menu, depending on applications enabled.* Folder – this menu will be displayed if the Applicant Tracking System (ATS) is enabled, and is used to “convert” a contact into a candidate.* Resource – this menu will be displayed if the Resource Tracking features are enabled and are used to set resource costs. ==Changing Your Password== All passwords are randomly generated and sent by e-mail when the administrator first authorizes a user to access SmartSimple – no user (or administrator) can ever see another user’s password in the system. 1. Click the '''Settings''', [[Password]] [[editMenu|menu]]. 2. Type your current password. 3. Type your new password. 4. Retype your new password. 5. Click the Submit button. Remember passwords are case sensitive! Your password is changed. ==Requesting a New Password== If you forget your password you can request a new password be sent to your e-mail address from the Login screen. 1. Click the Forget your password link on the Login window. The Request Password window is displayed. 2. Type your e-mail address – including the domain. 3. Click the Send button. You will receive an e-mail with a new password. ==Setting your Home Page==

1. Select the Communications, Pin board menu.