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 the Advisor window after logging in toNextGen® Enterprise PM, select the Show upon logon check box.
  5. To automatically display the Advisor window after changing practices in NextGen® Enterprise PM, select the Show after practice change check box.
  6. In the list on the left, select the check boxes for sections to display on the left side of the Advisor window.
  7. In the list on the right, select the check boxes for sections to display on the right side of the Advisor window.
  8. To change the order that sections display on either sides of the Advisor window, 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, select OK.
Set up Advisor Preferences