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My Preferences
Jamie Beliveau 5/11/2022 10:31:00 AM

My Preferences is the space to configure default viewing options for the Contacts and Transactions listing screens. Adjustments will be made to the individual's end user experience only and will not be applied at a 'global' setting. 

First, navigate to Contacts > My Preferences > Go

Contacts Tab

Change the Contacts Quick Filter Dates Default here.


Contact Search Default Views can be modified here:


Transactions Tab

To automatically hide declined transactions on the transaction listing screen, choose Yes from the drop-down menu. Choosing No means the system will not automatically hide the declined transactions. However, in the Advanced Filter, users can still choose to hide declined transactions for that specific search.



To adjust Quick Filter Dates Default settings, select from these options:



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