User Preferences Page

Set the time zone where the user is located. This affects the time/date stamps throughout the database and also determines how calendar items are displayed. For example, meetings scheduled by users in other time zones appear in your calendar according to your time zone. Changes to this field are not be applied until you log out of the database and log back in.

Select this option to check for duplicate accounts when the user adds a new account or modifies an existing account's persona page. The duplicate check looks at the account's name and persona information to determine if any existing accounts might be duplicates, and lists those potential duplicates.

Select the default report format for all your reports in eTapestry.

In the Login Id field, enter an ID for the user to access your eTapestry database. This login ID must be unique from all other eTapestry logins.

To change the user's password, enter a new password. All users can reset their own password when logged into the database. Only users with full administrative rights can reset other users' passwords. When you reset another user's password, they are prompted to reset the password immediately when they first use it to log in.

Use this field to define a security question. This question appears when the user clicks Forget Your Password? on the login screen. You can select from five predefined security questions or select "Custom Security Question" to define a new question.

Enter the answer to the security question.

Select this option to see moving features in eTapestry as a visual effect when you drag and drop elements on a screen.

Select on what side of the screens to display the Tasks menu.

Select this option for the task menu to float down pages as you scroll.

When this is selected, the account header continues to appear as you scroll the page. When this is not selected, the account header remains at the top of the page when you scroll down, and you need to scroll back up in order to access any of the header links.

This option determines whether or not the defined field details display when the page loads. When you select "Yes," all defined field details automatically display. If you select "No," the details are hidden by default. When you select "Auto," eTapestry displays the details on some pages and hides them on others, depending on the best work flow for you.

This option determines whether or not the empty defined fields on a page display when the page loads. When you select "Yes," all empty defined fields are hidden when the page loads. When you select "No," all empty fields appear by default. When you select "Auto," eTapestry shows the empty fields on some pages and hides them on others, depending on the best work flow for you.

This option displays the country code for accounts when you view search results, the personas tile on the account home page, and the account header.

Select this option to send one-off emails through an external program such as Outlook instead of sending them directly through eTapestry when you click on an email address in an account.

Select the search screen (quick find or advanced find) to use as your default search screen.

Set the number of search results to display on the search page. The default is 15, and you can enter any number between 1 and 100.

Select this option to display the primary persona on the account in the search results.

Select the default view for journal pages. You can change this view from a journal page if you choose.

Enter the number of journal entries you want displayed in each page of the journal. The default is 15, and you can enter any number between 1 and 100.

When a user attempts to log in with an incorrect password five consecutive times, eTapestry locks the user's account for security purposes. The lock stays on the account for 60 minutes unless you click Remove Lock on User Account under Tasks to manually remove it.