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Personal Settings

948 bytes added, 20:41, 21 June 2019

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=Overview=

The '''Personal Settings '''of a user's profile will control many aspect of the [[User|user]]'s interaction with their [[SmartSimple]] system.

==Configuration - Essentials==

===Accessing Personal Settings===

In order to access your personal settings, simply click the '''icon '''of your name on the top right corner of the screen.

 

:: [[File:Personal settings.png|200px|border]] 

===Editing Profile===

In order to edit your profile, simply click on the '''Profile '''link from that menu. 

In order to access Your details will be displayed. To edit the text of fields associated with your personal settingsprofile, simply click the '''icon Edit '''of your name on button at the top right corner of .  Your screen will reload into '''Edit Mode '''- the fields will be able to be modified and the button at the screentop should now say '''View '''in order to switch back into '''read only '''viewing.  :: [[File:Profile details.png|900px|border]]You are able to set the following values: 

:: [[File:Personal settings.png{| class="wikitable"|-||'''First Name'''||First name of the person|-||'''Last Name'''||Last name of the person|-||'''Title'''||The business title of the person|-||'''Prefix'''||Prefix of the contact|-||'''Suffix'''||Suffix of the contact|-||'''Office Telephone'''||The phone number of the person's office|-||'''Office Extension'''||The direct extension that will enable calling the person|-||'''Email'''||The email address of the person|-||'''Primary Contact'''||Check this if this person should be displayed as the primary contact for their associated organization|-||'''Profile Image'''||Upload a profile image to accompany this person's profile|-||'''Organization'''|300px|border]]Select which organization to which this person should be associated. 

You can change your profile through '''Note: '''Changing the [[Configuration Menu|Configuration]], Personal Settings [[Menu|menu]], or by clicking on your name in the top left corner of the screenorganization will "move" that person to another organization.

1. Click your name in the top left of the screenFor more information about creating organizations and associating users to organizations, see our [[Organization Hierarchy]] page.

The |-||'''View UserAddress''' window is displayed.||The street address of the person, if different from their organization

[[Image:Ps2.png]]|-||'''City'''||The city address of the person, if different from their organization 

* |-||'''Country'''||The contact details are displayed at the top country of the screen. The following icons are to give quick access to key contact features.person, if different from their organization 

{| border="1"

|-

! align="center"|[[Image:WorkstationConfigurationIcon.png|link=|50px]]'''State/Province'''!|[[Image:ViewCompanyIcon.png|link=|50px]]!|[[Image:SearchInternetIconThis will pop up depending on the '''Country '''that is chosen.png|link=|50px]]This will indicate the state or province of the person, if different from their organization !|[[Image:PrintPreviewIcon.png|link=|50px]]!|[[Image:PinBoardIcon.png|link=|50px]]!|[[Image:OrgChartIcon.png|link=|50px]]

|-

||Workstation Configuration'''Zip/Postal'''||View Company||Search Internet||Print PreviewThis field will differ depending on the '''Country '''that is chosen - this will indicate the zip or postal code of the person, if different from their organization ||Pin Board||Organization Chart

|}

'''Note: '''Any field that has been configured with a red asterisk next to it is ''mandatory ''and must be filled out in order to publish the person's profile. 

* Notes are displayed to the right of the screen.* Activity information <br />Fields 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 auto-populated include the configuration that you establish.following: 

With * '''Created Date: '''The date and time stamp that the exception of specific fields added to different types of people, this is person was initially created into the same screen used for every contact within [[SmartSimple]].system* '''Last Updated: '''The date and time stamp of the last person that this person's profile was updated* '''Created By: '''The name of the user who created this person* '''Updated By: '''The name of the user who last updated this person's profile 

2. Click the '''Edit''' tab to display the '''Profile Edit''' window.

[[ImageAt the bottom of the profile '''Edit '''mode will be three buttons:Ps3.png]] 

You can * '''Save Draft: '''Clicking this button will allow storage of this information ''without ''validation (i.e. of the mandatory standard fields) * '''Save: '''Clicking this button will store and publish this information ''depending ''on the validation * '''Set Password: '''Clicking this button will allow you to set the following values:password for the user.

* '''First Name''' - First Name of 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 a [[User|user]] to log into the system.

* '''Prefix/Suffix''' - Prefix and suffix of 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 as the primary contact for the associated organisation.

When adding organisations * Notes are displayed to the system it will assume right of the screen.* Activity information that the organisation is 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 country configuration that you are locatedestablish.

==Changing the User’s Company or Address==

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Emmy Fu

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