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userdocs:travelwise:getting_started:settings:personal_settings [2014/04/14 20:15] dokuwiki_sync |
userdocs:travelwise:getting_started:settings:personal_settings [2016/10/05 01:51] (current) dokuwiki_sync |
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| - | ====== Remarks Interval & Background ====== | + | ====== Personal Settings ====== |
| - | **Navigation:** //Tools -> My Settings -> Remarks Interval & Background// | + | **Navigation:** //Tools -> Personal Settings// |
| - | {{:userdocs:travelwise:getting_started:settings:pers_settings.png|}} | + | |
| - | **Options:** | + | ===== Options ===== |
| + | |||
| + | ==== General ==== | ||
| + | {{:userdocs:travelwise:getting_started:settings:personal_set.png?nolink|}} | ||
| + | * User Name; | ||
| + | * Display Name; | ||
| + | * Initials. | ||
| + | |||
| + | ==== TravelWise Settings ==== | ||
| + | * My Title | ||
| + | - title of Application instead of default: //'Travelwise.net'// (for example, //BK LIVE, BK RC, Agent TEST//). The custom title is shown in a task panel, it helps to switch easily between the TWs you need (test, live, T2T, etc.). Those who have multiple versions opened at a time will enjoy the feature as addition to //version type// and //number// displayed in the right bottom corner of the main window. | ||
| + | * Department | ||
| + | * Default Order Type | ||
| + | - the selected type overrules the default one (the one set in //main menu: General Data -> Order Type//), when Order is created by the user. | ||
| + | * Brand | ||
| + | - if set, then this brand is going to be applied instead of the default one on Order creation by the user. | ||
| * Interval for remarks update. | * Interval for remarks update. | ||
| Custom remarks update interval can be set from 0 to 999. According to this interval the overdue remarks are checked in the user queues and pop-up. '0' means that overdue remarks will never pop-up. | Custom remarks update interval can be set from 0 to 999. According to this interval the overdue remarks are checked in the user queues and pop-up. '0' means that overdue remarks will never pop-up. | ||
| - | |||
| * Show background picture. | * Show background picture. | ||
| Switch off the main window background picture to increase the loading velicity in case of remote work or by any other reason. | Switch off the main window background picture to increase the loading velicity in case of remote work or by any other reason. | ||
| + | |||
| + | ==== Contacts ==== | ||
| + | * Phone | ||
| + | - adds the inserted phone number in invoice issued by the user (to get it working enable setting //'InvoiceShowUserPhoneOnReport'// in //Tools -> Company Settings -> Settings -> Reporting//). | ||
| + | * E-mail; | ||
| + | * Signature; | ||
| + | In mail form the signature can be autocompleted (pasted) from //Toos → Personal Settings: Signature// by pushing an icon in the instruments panel of the mail form or by //Ctrl+S// shortcut: | ||
| + | {{:userdocs:travelwise:getting_started:settings:signature.png?nolink|}} | ||
| + | ==== Windows Sizing ==== | ||
| + | Travelwise interface is flexible enough and workspace can be organized according to the custom user settings. | ||
| + | All column locations, grid dimensions, window positions become saved according to user preferences. | ||
| + | |||
| + | Once the grid column was moved in a new place, which is more convenient, it becomes saved thanks to the 'Windows Settings'. | ||
| + | |||
| + | To restore the form settings to default, select the form name and push Delete: | ||
| + | {{:userdocs:travelwise:getting_started:settings:sizing.png?nolink|}} | ||
