Once you have defined the general user defaults on the User Maintenance screen, use the screen's hot keys to define defaults for special functions.
For example: You may need to assign GP% control parameters to users in sales, to limit the amount by which they can override sales prices. You may also want to assign authorization passwords to the managers in sales so that they can make pricing adjustments.
If your company uses any of the following companion products, you need to set user defaults:
Document Imaging – Assign a default document imaging profiles to users.
Outbound E-mail – Set up default information to populate the Send E-mail screen whenever users send e-mail messages from the system.
RF Warehouse Management – Define users' pick groups.
Eclipse Information System (EIS) – Define the business areas for which users can generate graphs.
Time Clock – Set user options, such as whether the system should clock users out after a certain time of day.
For customer, vendors, or contacts for whom you have defined user records, you need to link these user records with the correct customer, vendor, or contact record. Set additional user defaults for the message system, printers, territory assignments, job queues, and scheduler. In addition, you can set user defaults for users who access Solar Eclipse to perform their job functions.
See Also:
Assigning GP% Control Parameters to Users
Assigning Printer Locations to Users
Assigning Users to Message Groups
Creating Authorization Passwords for Users
Defining Authorized Sync Accounts for Users
Defining Authorized Territories for Users
Defining Palm Product Download Parameters for Users
Defining User Defaults for Solar Eclipse
Defining User-Specific Messages for Faxed Orders
Entering Additional User Settings
Entering User Expense Check Information
Entering User Imaging Parameters
Entering User Outgoing E-mail Parameters
Entering User Phantom Maintenance Parameters
Entering User Scheduler Parameters
Entering User Warehouse Options
Linking Users to a Customer, Vendor or Contact