03a. Preferences – User Settings [5:46]

Description: This video provides an overview of the user settings found in the preferences area of the Core4 CRM.

Transcript:

Let’s take a closer look at the Core4 Preferences. The Preferences area comes with User Settings and Global Settings. In this video we will discuss the User Settings.

To open the Core Preferences area select the Core drop-down menu at the top, and then Preferences. Here we have 2 types: User Settings and Global Settings. User settings are where we can find all the user specific settings relating to each Core user.

0:46 Currently I have three Core users: John Smith, Aubrey Jackson, and Robert Cole. Let’s go ahead and add a new Core user with this “New Account” button. Each time you toggle between user accounts the current user will be highlighted in yellow. Here we can specify if the user is a technician. A technician is anyone out in the field with an iPad that will be completing work orders sent by a dispatcher.

1:27 If you wanted to make a Core user inactive you could select the Inactive check box and that would deactivate the account. These filter options simply allow you to display the active and inactive Core users. I’ll make Chuck’s account active again, and let’s begin by filling in his information.

1:53 First we have the General tab. Here we have the account name and if you were to change this it’d also require you to re-assign the password. If you just wanted to change the password you could select this password button.

2:15 This check box remembers the window position. This feature preserves each user’s window position upon reopening the Core4. Here we could insert a signature image. I’ll go ahead and insert a sample signature for Chuck. These signatures will be used in letters. You could also clear and re-insert the image if needed. The Closing Signature is used in letters and emails. This can be a simple closing with a name and contact information.

2:50 The next tab is the Email tab. Attachment Settings come into play when we import emails with attached files. There are 2 options: to Embed attachments, or to store them as a Reference. If you choose Reference, you will receive a warning. Let’s select Yes, and here you would put in your Mac or Windows file path. Let’s keep the Embed option selected for now.

3:20 Below we have the Sending tab. There are three different options for sending mail. You could use FileMaker’s traditional send mail command which would send an email via your mail client. Or you can send an email in FileMaker via the SMTP. This feature allows you to send an email without needing a mail client. It will send emails directly via SMTP, and here you may enter your SMPT settings. The third option is using a Plug-in such as the Outlook Manipulator. I will select the mail option, and you may test the settings with this button here.

4:08 Then we have the Importing tab. This tab is where you will specify your Outlook watch folders to import mail from. This does require the Outlook Manipulator plug-in.

4:21 Next is the Calendar / Tasks tab. This area allows you to specify basic calendar settings for your user. We have the first day the user begins a work week, the default calendar for the user, the default calendar view which will open such as Month, Week or Day. And you may specify the Default User to assign new task records to. We also have the Start and Close of Business, and you may enter the title of your calendar in iCal if you are using the iCal Manipulator plug-in.

4:55 Lastly we have the Address Book Manipulator tab. This tab allows you to enter the group name in Address Book that you would like to import all contacts from. Then you would select the “Contact Import” button to pull in contacts from this Address Book group into the Core4.

5:16 For more information on what the Core can do for you please visit http://www.Core4CRM.com, review the videos and documentation, and try a demo.

5:28 Please contact us via email, phone, or browse our forum if you have any additional questions.

Contact Us:
Email: support@productivecomputing.com
Phone: (760) 510-1200
Forum: http://www.productivecomputing.com/forum