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cats:procedures:maintenance:userpreferences [2017/05/17 17:42] – [User Preferences] jen | cats:procedures:maintenance:userpreferences [2019/11/19 16:48] (current) – jen | ||
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=====User Preferences===== | =====User Preferences===== | ||
+ | {{entry> | ||
This page details the user-specific settings available in CATS. User settings are unique to each user and are not applied system-wide. Settings are also unique to each area of CATS, so that isolated areas have their own user settings. Go to **User Preferences > User Settings**. | This page details the user-specific settings available in CATS. User settings are unique to each user and are not applied system-wide. Settings are also unique to each area of CATS, so that isolated areas have their own user settings. Go to **User Preferences > User Settings**. | ||
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Options found on this tab allow you to change the appearance of the CATS program, from fonts to the colors of menus and screens. | Options found on this tab allow you to change the appearance of the CATS program, from fonts to the colors of menus and screens. | ||
- | [{{:cats:procedures:maintenance: | + | [{{:cats:settings:usersettings_appearancetab.png|User |
+ | |||
+ | **Expanding contract note field** - Change this option to give priority to the notes field on the Contract Main screen to show a larger amount of the note instead of more contract items in the list. | ||
+ | [{{: | ||
+ | Here is what each choice does: | ||
+ | **No Expansion** - Shows only a few lines of the main contract note field. | ||
+ | [{{: | ||
+ | **Expand Note** - Shows the entire note, then displays the items in a scrollable list.[{{: | ||
+ | |||
+ | **Items First** - Shows the entire item list, then displays as much of the note as fits. | ||
+ | [{{: | ||
+ | |||
+ | |||
+ | **Traffic marks positioning on edit** -\\ | ||
+ | |||
+ | ===Reset Choosers=== | ||
+ | **Reset chooser columns and orders to their default** - Deletes user-specific chooser settings and resets the columns for all choosers to the system default. Choosers are lists that each user can order and configure, such as the list of marks.\\ | ||
+ | **Always show progress dialog when finished** - Display an on-screen printout of progress for printing, posting, or recalculating. Disable if distracting.\\ | ||
+ | |||
+ | ===Modify the visual appearance of CATS=== | ||
+ | |||
+ | **Screen Colors** - Change screen colors in CATS.\\ | ||
+ | **Screen Fonts** - Edit display fonts in CATS.\\ | ||
+ | **Use New Screen Layouts** - Turn on or off new screens for each type of screen. This option will soon be retired. \\ | ||
- | **Expanding contract note field** - Change this option to give priority to the notes field on the Contract Main screen to show a larger amount of the note instead of more contract items in the list.\\ | ||
- | **Traffic marks positioning on edit**- \\ | ||
- | * Show HTML output options on the top level print menu.\\ | ||
- | **Reset Choosers**-\\ | ||
- | Reset chooser columns and orders to their default.\\ | ||
- | **Modify the visual appearance of CATS**-\\ | ||
====Email==== | ====Email==== | ||
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**Email client** -Choose which client to use to send emails. | **Email client** -Choose which client to use to send emails. | ||
**Internal Email Client Setting**- If you use the CATS internal email client, use these options to set up the internal client\\ | **Internal Email Client Setting**- If you use the CATS internal email client, use these options to set up the internal client\\ | ||
- | **Tracking notifications rules** - \\ | + | **Tracking notifications rules** - see wiki for details [[cats: |
====User History==== | ====User History==== | ||
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[{{: | [{{: | ||
- | **Enable | + | **Enable |
- | **Clear History**-\\ | + | Clear History\\ |
- | **By default, delete entries older than X:**\\ | + | **By default, delete entries older than: |
- | **Use the table below to adjust the user history settings for individual document types**-\\ | + | **Use the table below to adjust the user history settings for individual document types**-\\ |
+ | * Printed Reports | ||
+ | * Contracts | ||
+ | * Invoices | ||
+ | * Production Requests | ||
+ | * Deliveries | ||
+ | {{tag>" |