NextGen Knowledge Center

Set up Advisor Preferences

The Advisor user preferences enable you to make settings that have an impact on the display of the Advisor window in NextGen® Enterprise PM.

  1. Access NextGen® Enterprise PM.
  2. From the Admin menu, select Preferences > User > General.
    The User Preferences window opens.
  3. Select the Advisor tab.

  4. To automatically display theAdvisorwindow after logging in toNextGen® Enterprise PM, select theShow upon logoncheck box.
  5. To automatically display theAdvisorwindow after changing practices inNextGen® Enterprise PM, select theShow after practice changecheck box.
  6. In the list on the left, select the check boxes for sections to display on the left side of theAdvisorwindow.
  7. In the list on the right, select the check boxes for sections to display on the right side of theAdvisorwindow.
  8. To change the order that sections display on either sides of theAdvisorwindow, select a section name in the list, and then select or buttons to move the section name.
  9. To save changes and close the window, selectOK.