Preferences - IRBS_Help

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Preferences





GENERAL Tab

Item   Description\Notes
Hide List Screen After Use   Search screen remains in the background until you close it. If this box is checked, all search boxes will be hidden
Automatically Show Activity Planner   Planner will appear each time you sign into RBS. Un-check this box if you do not want to see this on start-up
Automatically Show In-Box   In-box will appear each time you sign into RBS. Un-check this box if you do not want to see this on start-up
Automatically Show Alert Screen
  Alert Screen will appear each time you sign into RBS. Un-check this box if you do not want to see this on start-up
Use Outlook Integration   Click here if you plan to move contact information from RBS to Outlook.
Use Quick Setup - Company  
Use Quick Setup - Person
   
Use Quick Setup - Job
   
Use Mailing Job Name in In-Box    
User Email POP3\SMTP Settings Panel
  If OUTLOOK integration is not selected, the POP and SMTP settings must be specified before the user can send and receive email to\from RBS (since Outlook settings would have been used if Outlook integration is enabled).

Item   Description\Notes
 Pop Host
   
 SMTP Host
   
 User Name
   
 Password    
Show Knowledge Base with User Guide
   
My Default Cost Database
   
     


GRIDS Tab




 Grid EVEN Row Color You can change the color of the EVEN numbered rows for easier viewing
 Grid ODD Row Color You can change the color of the EVEN numbered rows for easier viewing
 Grid Font You can change the font style and font size 
 Category Total Color Settings
 Phase Total Color Settings


LOOK & FEEL Tab




Note: Check (Appendix 2 - Skins ) to see all available Skins.

See also

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