User Preferences Page
On the preferences page for accounts with a User role, you establish important settings such as location and time zone, user name and password, and search preferences. The options you select on this page do not impact the whole database; they are based on your login credentials.
Note: Your organization account has a separate preferences page.
Users can update their own account record preferences. However, you must have full Administrator rights to update other user account preferences. To access the user preferences, click Preferences.
|User Preferences||Locale||Set the locale to the language/country where the user is located. This affects the formatting used for dates (mm/dd/yyyy versus dd/mm/yyyy). For users in Spanish or English speaking countries, this also determines the language in the database and the names of some of the system defined fields. Changes to this field are not applied until you log out of the database and log back in.|
Set the time zone where the user is located. This affects the time/date stamps throughout the database and also determines how calendar items are displayed. For example, meetings scheduled by users in other time zones appear in your calendar according to your time zone. Changes to this field are not be applied until you log out of the database and log back in.
|Duplicate check on save||
Select this option to check for duplicate accounts when the user adds a new account or modifies an existing account's persona page. The duplicate check looks at the account's name and persona information to determine if any existing accounts might be duplicates, and lists those potential duplicates.
|Default Report Delivery||
Select the default report format for all your reports in eTapestry.
|Default Letter Delivery||Select the default format for communication. When you create a mailing, eTapestry defaults to PDF format, but you can change the default to Word format. Regardless of your default, you can change this setting when you create individual mailings.|
|Default Query Persona||Select the default persona type you want your queries to use. When you select a persona type for a query, that query only looks in that persona type for matches to your criteria. Regardless of your default, you can change this setting when you create individual queries.|
|Security Preferences||Login ID||
In the Login Id field, enter an ID for the user to access your eTapestry database. This login ID must be unique from all other eTapestry logins.
To change the user's password, enter a new password. All users can reset their own password when logged into the database. Only users with full administrative rights can reset other users' passwords. When you reset another user's password, they are prompted to reset the password immediately when they first use it to log in.
|Confirm Password||If you change the user's password, re-enter it here to confirm it before you click Save And.|
Use this field to define a security question. This question appears when the user clicks Forget Your Password? on the login screen. You can select from five predefined security questions or select "Custom Security Question" to define a new question.
|Security Question Answer||
Enter the answer to the security question.
|Confirm Answer||Enter the same answer as in the Security Question Answer field.|
|Interface Preferences||Use Animations||
Select this option to see moving features in eTapestry as a visual effect when you drag and drop elements on a screen.
|Task Pane Location||
Select on what side of the screens to display the Tasks menu.
|Use Floating Task Pane||
Select this option for the task menu to float down pages as you scroll.
|Use Floating Account Menu||
When this is selected, the account header continues to appear as you scroll the page. When this is not selected, the account header remains at the top of the page when you scroll down, and you need to scroll back up in order to access any of the header links.
|Show Defined Field Details by Default||
This option determines whether or not the defined field details display when the page loads. When you select "Yes," all defined field details automatically display. If you select "No," the details are hidden by default. When you select "Auto," eTapestry displays the details on some pages and hides them on others, depending on the best work flow for you.
|Hide Empty Defined Fields by Default||
This option determines whether or not the empty defined fields on a page display when the page loads. When you select "Yes," all empty defined fields are hidden when the page loads. When you select "No," all empty fields appear by default. When you select "Auto," eTapestry shows the empty fields on some pages and hides them on others, depending on the best work flow for you.
|Show Country in Address Blocks||
This option displays the country code for accounts when you view search results, the personas tile on the account home page, and the account header.
|Navigation Preferences||Use an External Program for Email||
Select this option to send one-off emails through an external program such as Outlook instead of sending them directly through eTapestry when you click on an email address in an account.
|Pressing Alt+N Opens Fast Navigation||Select this option if you want Alt + N to open the Fast Navigation window.|
|Search Preferences||Default Search Type||
Select the search screen (quick find or advanced find) to use as your default search screen.
|Number to Display Per Search Page||
Set the number of search results to display on the search page. The default is 15, and you can enter any number between 1 and 100.
|Always select the primary persona if it is found in the search results||
Select this option to display the primary persona on the account in the search results.
|Journal Preferences||Default Journal View||
Select the default view for journal pages. You can change this view from a journal page if you choose.
|Number to Display Per Journal Page||
Enter the number of journal entries you want displayed in each page of the journal. The default is 15, and you can enter any number between 1 and 100.
|WealthPoint Preferences||WealthPoint Username||If your organization uses WealthPoint Online, enter your WealthPoint username to enable searched through eTapestry.|
|WealthPoint Password||Enter your WealthPoint password.|
|Tasks||Remove Lock on User Account||
When a user attempts to log in with an incorrect password five consecutive times, eTapestry locks the user's account for security purposes. The lock stays on the account for 60 minutes unless you click Remove Lock on User Account under Tasks to manually remove it.