Personal Settings

The personal settings control many aspects of a user's interaction with SmartSimple.

Your personal settings consist of the following:

• Contact details
• User System Settings
• Password
• Filters
• Roles & Access
• Pin Board

The following items may appear depending on your configuration:

• Folder
• Resource

Modifying your Personal Settings

View It Here

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

1. Click your name in the top left of the screen.

The View User window is displayed.

• The contact details are displayed at the top of the screen. The following icons are to give quick access to key contact features.

Image:G55.jpg - Search Internet

Image:G56.jpg - Organisation

Image:G57.jpg - Organisation Chart

Image:G58.jpg - Pin Board (If enabled by user)

Image:G59.jpg - Address Map (If enabled in your profile)

Image:G60.jpg - Print Preview

   * 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.

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

Image:G61.jpg

You can set the following values:

   * 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 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 to the system it will assume that the organisation is in the country that you are located. [edit] Additional Personal Settings

Additional personal settings are accessed through the Setting tab.

Image:G62.jpg

1. Click on the Settings System menu.

The User Settings page is displayed.

Image:G63.jpg

Use this page to set the following values: [edit] General Settings

   * Left Navigation Style – choose Static for menus that don’t expand or dynamic for menus that open and close.
   * 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.
   * 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] Regional Settings

   * Input Date Time Format – the individual users preferred entry format for date time values.
   * Input Date Time Format – the individual users preferred short display format for date time values.
   * Input Date Time Format – the individual users preferred link format for date time values.
   * Time Difference in Hour – the individual users timezone adjustment.
   * 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. [edit] Wireless Settings

   * 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/ 

[edit] Additional User Settings

There are additional menus displayed on the Setting menu:

   * Password – use this menu to change your password.
   * Filters – use this menu 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 will 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. 

[edit] Setting your Home Page

You can set the first page you will see when you log into the system.

1. Select Communications, Pin board menu.

2. Click the Set Home button.

You can return to this page at any time by clicking the My Home button.