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Contacts: How To Set Your User Prefereces
Authored by: Jessica Mocha-Piel
on 1/30/2024 11:24:00 AM

Introduction


You may have notices that there are certain defaults on the Contacts and Transaction Listing Screen that set filters like the date filter and how a contact record is displayed on the screen for the Contact listing screen and the date filter and hide declines for the transaction listing screen. These filters are defaulted in order to show you the most up to date information as well to make the user use less clicks to show them the information they want to see. We know the default filters may not be helpful for everyone, so users have the ability to set their own defaults that will reduce the number of clicks.

Instructions


In order to set your user preferences, navigate to Contacts > My Preferences > Go. From here you will be able to set your defaults for Contacts, Transactions, and even set a default signature when sending emails.




Contacts



On the Search tab, you will be able to set the below defaults:

  • Dater filter 
    • System default = Today
  • Contact View
    • System Default = Card
  • Sort By
    • System Default = Contact Id
  • Sort Order
    • System Default = Z > A

Also under contacts, you can set your message defaults:

  • Signature - you will be able to add a custom signature to all message sent out
  • Default Contact Message - you can set a default message template to use when sending out a email
  • Contact Message Add Signature - will add signature by default if yes is selected.

Lastly, you can set the default address types for People, Organizations, and Households by selecting either Home, Office, or Other on each of the respective tabs. This will automatically default the address type of any new contact record.





Transactions


On the transactions tab, you will be able to set the default for the below settings

  • Hide declines default
    • System default = No
  • Quick Filter Dates Default
    • System Default = Today

Frequently Asked Questions


Q. How do I set up my Default Contact Message?
A. this is done in the Design & Message Section of the Configuration Application by creating a Message Type Template



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