User Details

This link in User Preferences allows you to change your general information.  The image below is an example of the User Details tab on the User Preferences link.  

You will have the ability to change:

• First Name

• Last Name

• Password

• Position/Title

• Email address

• Direct phone number

• Mobile phone number

• Workflow Mode

  This option defines if your workflow mode is:

   

  1. Standard - Default configuration

  2. Quick Select - Simplified workflow for the Selector, and simplified views in the Quote Manager

   

  The images below are examples of the Quick Select workflow.

   

  Condition of Service Page

   

  

   

  Performance Datasheet