In the following sections we will examine each of the coreBOS Home Page areas at a high level:
Login area
In this area, you may access your preference data, get help or release information, or leave the CRM system.
My Preferences
When you click on My Preferences a new window opens as displayed in the following figure. This allows you to view and edit user information and to set your own preferences.
Most of these fields are self-explanatory. The highlighted fields in the figure are fields that serve special purposes and are explained in the following table:
| Type | Content |
|---|---|
| User Login & Role - Admin: | If the checkbox is marked the user has administrator privileges. This field can not be edited by a user but can be changed by the administrator. |
| User Login & Role - Role: | This field displays the role assigned to the user. This field can not be edited by a user but can be changed by the administrator. |
| User Login & Role - Status: | This field shows whether a user is active (only important for administrators). Inactive users are not allowed to access the CRM system. This field can not be edited by a user but can be changed by the administrator. |
| More Information - Signature: | This defines the signature as it is added to outgoing emails automatically. The signature should be entered by each individual user |
| More Information - Reports To: | Here the supervisor of a particular user is defined. This is for information only and does not influence the security settings at all |
| User Photograph: | Here an image or photo of a user can be stored |
| Home Page Components: | Here is displayed which CRM information are displayed at the users home page |
| My Groups: | If a user is a member of a group a list of the membership is shown |
| Login History: | That displays the login history of each individual user |
Click on the Edit button to make changes. Alternatively, you may move your mouse pointer on top of an entry. Then an edit function is offered, that you can use to change one particular entry.
The order and the content of the blocks shown at Home can be modified for each individual user. You may change the display order of these blocks at home by drag and drop. You may change the content by clicking on My Preferences and the Edit button. Mark the information blocks you would like to see at your home page display.
In addition, you may define the conditions of displaying entries such as the "Default Lead View" and "Default Calendar View".