Setting General Preferences
You can set your own personal preferences within the working environment on your machine by using Preferences in Sales Management|My Settings or Marketing Management|My Settings.
Note: The ability to define general preferences is determined by your system administrator.
The Preferences screen contains several tabs:
After defining your preferences you must exit the system and log in again to activate them.
Use the General tab to define general user preferences, such as auto capitalization, tool tips use, time zone, and so on. You also can define the appearance and behavior of certain system features; for details see Defining Appearance Settings
To clear any settings you have defined, click the Clear Settings button.
Preferences - General Tab
Define general settings as required.
Enable Auto Capitalization
Select this option to automatically capitalize the first letter of words entered into freeform text fields the system.
Select this option to have a Tooltip display every day you log in to the system.
Delete temporary files on exit
Select this option to have temporary files deleted when you log out from the system. It is recommended you select this option in order to optimize your disk space.
Enter your time zone. This time zone setting is used by the Users module.
Note: Different modules within the system use different time zones. For example, some modules use local time settings, and others use Greenwich Mean Time (GMT). The time zone entered here is given priority when the time is calculated for an activity; tasks use local time settings.
Use the Email tab to define general user e-mail preferences, such as how e-mail is saved and composition settings.
Note: To define e-mail templates, use the Emails feature in the Template Manager folder. For details, refer to Administration Guide: QAD Customer Relationship Management.
Preferences - E-mail Tab
Define e-mail save settings as required.
Always keep reference of sent emails
Select this option to retain references of e-mail messages sent to profile organizations.
Never keep reference of sent emails
Select this option to never retain references of e-mail messages sent to profile organizations.
Prompt before creating history record
Select this option to have the system display a prompt before storing references to e-mail messages sent to profile organizations.
A history record is a transaction history associated with sending
e-mail messages. For details on history records see History
Define e-mail composition settings as required.
Always ask when composing an email
Defines whether the system prompts you to select an e-mail client when you send an e-mail.
Yes. You are prompted to select the e-mail client for composing and sending e-mails whenever you send an e-mail.
No. The option you selected in Select Default Compose Screen is used as the e-mail client when you send an e-mail.
Select Default Compose Screen
Select the UI style of the e-mail composition screen.
MS Outlook. Select this option to invoke Microsoft Outlook as your e-mail client.
QAD CRM. Select this option to make QAD CRM your e-mail client to compose and send e-mails. This option is used on customer sites where Microsoft Outlook is not available.
Default e-mail client. Select this option to invoke the mail client that has been registered on your computer as the default e-mail client. This option is used on customer sites where there is a preferred e-mail client other than Microsoft Outlook.
Profile Find Cursor
Use the Profile Find Cursor tab to define preferences for the Profile Find screen. Select an option to indicate where the cursor should be placed when this screen is opened.
Preferences - Profile Find Cursor Tab
Profile Search Settings
Select an option to specify the focus location when the screen is opened.
Use the Report Settings tab to define the number of records that should be fetched when a Crystal Report is run.
For details on reports see Using Reports
Preferences - Report Settings Tab
Records to Fetch
Enter an integer value to indicate the default number of records a Crystal report should fetch when run.
Use the Regional Settings tab to define preferences for date and time format, and for time interval.
Preferences - Regional Settings Tab
Get Windows Date and Time Format
Select this option to use the Microsoft Windows format for dates and times displayed in the system.
Enter a value to use for time intervals to use on the time drop-down listbox in the Scheduling Information area of the Details tab. For example, enter 15 to use the time format h:00, h:15, h:30 and so on. The default interval is 30.
Time Interval on Time Drop-Down Listbox
Use the Activity Settings tab to define preferences for working with activities and the calendar. You can define the calendar default view, working hours, time formats, visual theme, and so on.
For details about working with activities, see Working with Activities, Tasks, and E-mails
Preferences - Activity Settings Tab
Select the default e-mail activity template to use.
Activity Default View
Select the default view to use when viewing your activities.
Calendar Work Week
Select the days to include in a calendar work week.
Specify the Start Time and End Time of a regular working day.
Specify other settings as required.
First Day of Week. Select the day that a week should begin with.
Duration. Select the granularity to use when viewing a specific day on the calendar.
For example, selecting a duration of 15 minutes means that each hour of the Day view is broken into four 15-minute portions. Each portion can be selected individually.
Show Week Numbers in Date Navigator. Select this option to display the week numbers.
Display Activity Time
Select the Digital or Analog option to specify the activity time format.
Calendar Visual Theme
Select a visual theme for the calendar.