Change time zone: To ensure that your call back appointments are entered into your personal scheduling software correctly when using the save call back feature, you will need to set your time zone in the online database. If you need to change your time zone setting, simply click on User Settings at the top of any page in the online application. In the lower right corner, select the proper time zone parameters and click Submit. If your area observes Daylight Savings Time, make sure this box is checked.
Default view: All users have the power to customize their default view of a record to best suit their needs. The system default is set such that when viewing any Search Results screen, clicking on the Company name hyperlink takes the user to the Profile page for that record. However, some users, such as sales reps using the system to enter updates on their leads, may prefer to launch to the Sales Update screen first so that they can enter critical new data more quickly. Other users who most often use the system to update contact and company information on the record Profile may prefer to launch the Edit Profile screen first. No matter which screen is set as the default view, the other page views are always available through the orange menu buttons near the top of the page.
To change your default page view, click on User Settings at the top of any page to launch your individual user profile. To change your preference for the page that will display first when clicking the Company Name hyperlink from the Search Results select the radio button for your preference and then press Submit.
Spell check settings: The User Settings area also contains controls for the default language for the spell check dictionary as well as an on/off default setting for the spell check function itself.
Spell Check On/Off default setting: The system default is set to launch the spell checker if the user enters or change any text in any of the fields on the page with spell check capability, as indicated by the Spell On button on the relevant pages. To change the Spell Check default setting: To change this setting for your own user logon, click on User Settings at the top of any page and in the Spell Check section in the lower right-hand corner, set the default to Spell Check ON or Spell Check OFF, according to your preference and then click Submit. This setting will be effective immediately and will remain in place until you should choose to change it again. Whether the spell check default is set to On or Off, the user can always change the preference for a specific page by clicking on the Spell On/Off button to toggle between the settings for the current page.
Spell check language: US English is set as the system default language for all users, thus the US dictionary is used during the spell check process. However, the user can utilize the UK English dictionary by selecting UK English as a preference in the User Settings area. Changing the language preference will affect the dictionary used during all spell-checking operations. The current default language setting is displayed in bold at the bottom of the Spell Check Options window. Alternately, you can click on User Settings at the top of any page and view the current setting in the lower right corner. To change the language preference for your user logon, click on User Settings at the top of any page. In the lower right-hand corner, select the radio button for your language preference and click Submit. The new language preference will take effect immediately and will remain in place for all user sessions unless the setting is changed. You may change the language preference as often as you wish.
www.leadmaster.com.au
