Editing User Options

Sage SalesLogix provides tools to allow you to modify some parts of the interface so that you can work in the way that suits you best. User Options allow you to set specific preferences for such features as the view that appears when you start the Sage SalesLogix Web Client, and your Activity Reminders. The settings that you enter are recorded as being for the user who is logged on and are not visible to other Sage SalesLogix users.

To edit user options

1. On the status bar, click Options.
2. Click the tab for the options you want to edit.
3. Click the General/Search tab to edit the initial startup view, the default owner or team, the Mail Merge base templates, the number of templates in the most recently used list, or e-mail options.
4. Click the Group tab to select the group of records to use as your default group for each record type.
5. Click the Activity/Alarm tab to set options for the Activity Main view, follow-up activities, or activity alarms.
6. Click the Calendar tab to set options for the Calendar view. You can determine the information that displays on your calendar, the default view, or the day start and end times.
7. Click the Change Password tab to change your password.
8. Click the Opportunities tab to set defaults for new opportunities.
3. Click Save.

You must log out of the Sage SalesLogix Web Client and then log in again before your options changes take effect.