Set Up Default General Preferences

File Maintenance Help for NextGen® Enterprise 8

Task Options

Field Description Highlight My Tasks In You can select a color for tasks assigned to you. The color is used in the Task List section of the Worklog Manager window. You can select from the following colors: Blue Cyan Gold Green Magenta Red Sort Tasks By You can select a default sort for tasks. The sort is used in the Task List section of the Worklog Manager window. You can select from the following fields: Assigned To Completed By Due Date Priority Source Type Status Subject Task Type Ascending Descending You can select a default order for your Sort Tasks By selection above. The order is used in the Task List section of the Worklog Manager window. You can select either Ascending or Descending. Do not refresh worklog after updating tasks You can select this check box to prevent the Task List section of the Worklog Manager window from refreshing after you update a task in the list. By default, this option is not selected. Worklog Manager real time column display You can select in the Disp

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise 8

Setup Default General Preferences - Advisor Tab

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Advisor tab. To automatically display theAdvisorwindow after logging in toNextGen® Enterprise PM, select theShow upon logoncheck box. To automatically display theAdvisorwindow after changing practices inNextGen® Enterprise PM, select theShow after practice changecheck box. In the list on the left, select the check boxes for sections to display on the left side of theAdvisorwindow. In the list on the right, select the check boxes for sections to display on the right side of theAdvisorwindow. To change the order that sections display on either sides of theAdvisorwindow, select a section name in the list, and then selectorbuttons to move the section name. To save changes and close the window, selectOK. Parent topic: D

File Maintenance Help for NextGen® Enterprise

Set Up Default General Preferences - Tasks Tab

The Tasks user preferences enable you to make settings that have an impact on tasks and the Worklog Manager window in NextGen® Enterprise PM. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the Tasks tab. Select task options as needed. To save changes and close the window, selectOK. Task Options Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise

Setup Default General Preferences - General Tab

The General user preferences enable you to make settings that have an impact on specific areas in NextGen® Enterprise PM, such as the main toolbar, mail, transactions and lookups. From the Default User Prefs - General List window, open a master file. The Default User Preferences - General window opens. Select the General tab. On theGeneraltab, specify the general options as applicable. To save changes and close the window, selectOK. General Preferences - Fields and Descriptions Parent topic: Default User Prefs - General

File Maintenance Help for NextGen® Enterprise

Default User Prefs

You can specify default user preferences settings in the Default User Prefs master files. After you apply the master files to individual users or to all users within a group, the settings become the default User Preferences in NextGen® Enterprise PM for those users. In addition, you can restrict users from changing the defaults. Default User Prefs - General Default User Prefs - Locations Setup Default User Preferences - Locations Tab Default User Prefs - Scheduling Assigning User Preferences to Users and Groups Set User Preferences Rights Parent topic: Master Files - Practice

Set Up Default General Preferences - Tasks Tab

Recommendations

Task Options

Setup Default General Preferences - General Tab

Setup Default General Preferences - Advisor Tab

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - General Tab

Default User Prefs

Task Options

Setup Default General Preferences - General Tab

Setup Default General Preferences - Advisor Tab

Set Up Default General Preferences - Tasks Tab

Setup Default General Preferences - General Tab

Default User Prefs