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Personal Settings

373 bytes added, 18:06, 24 June 2019
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==Filters==
* Clicking on the '''Filters '''option from your profile menu will open up a modal window that displays all of the system's [[Filters]] – use this menu to manage filters that you can create and use in Sales and used for [[List Views Overview|List View displays]] as well as for [[Applicant TrackingAdvanced Search|Search functionality]].  * :: [[Roles and AccessFile:Filters list.png|800px|border]] – roles  You are used able to determine toggle the list view so that it displays all the associated filters for the type following:  * '''Branch and Organization'''* '''Staff and Contact'''* '''Transactions'''* '''{{UTA}}s ''' Clicking on the '''Name '''of information each filter will open up another modal window that allows you need to gather from different groups edit the filter - it displays the name, the public or private nature of people. For examplethe filter, an HR candidate will need to supply different information to a recruiter candidateand the actual criterion included in the filter. 
== ==
==Setting your Home Page==
You can set the first page you will see when you log into the system.
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