Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Accessing User Preferences

  1. Click the user avatar.

    image-20240612-213726.pngImage RemovedImage Added

  2. Select Preferences from the dropdown menu.

    image-20240612-213804.pngImage RemovedImage Added


  3. The User Preference window opens.

    image-20240612-214621.pngImage Removedimage-20241102-003522.pngImage Added

...

Selecting User Preferences

...

You may choose a list or status as your default view when you initially log in. In this example, we will make Prioritized Alerts the default view.

  1. From the User Preference window, select a list or status from the Default List or Status dropdown.

    image-20240612-235053.pngImage Modified

  2. When you initially log in, the Prioritized Alerts will open in the Record Details section on the right side of the screen.

    image-20240614-191909.pngImage Added

Contact Form Default

You may choose to have the Contact Form open or closed when inFlow opens.

...