Changes

Jump to: navigation, search

Personal Settings

101 bytes removed, 15:51, 28 May 2019
Modifying your Personal Settings
==Modifying your Personal Settings==
 
'''[http://www.smartsimple.com/DotOrg/flash/Managing_your_Personal_Settings_viewlet_swf.html View It Here]'''
 
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:Ps2.png]]
* The contact details are displayed at the top of the screen. The following icons are to give quick access to key contact features.
{| border="1"
|-
! align="center"|[[Image:WorkstationConfigurationIcon.png|link=|50px]]
!|[[Image:ViewCompanyIcon.png|link=|50px]]!|[[Image:SearchInternetIcon.png|link=|50px]]!|[[Image:PrintPreviewIcon.png|link=|50px]]!|[[Image:PinBoardIcon.png|link=|50px]]!|[[Image:OrgChartIcon.png|link=|50px]]
|-
||Workstation Configuration||View Company||Search Internet||Print Preview||Pin Board||Organization Chart
|}
* 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.
With the exception of specific fields added to different types of people, this is the same screen used for every contact within [[SmartSimple]].
* '''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.
2,299
edits

Navigation menu