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Clients & Profits
X Online User Guide |
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You can customize Clients & Profits
X without programming by setting its preferences. These preferences
change the way Clients & Profits X behaves, so you can tailor
it more closely to how you work
Most of the important system settings are
changed from the Preferences window. This window lets you select
and modify each of the different settings separately, for simplicity.
Since these settings are used by everyone system-wide, every user’s
preferences are updated when these changes are saved. To prevent record-locking,
it’s best -- but not required -- that no one uses Clients & Profits
X while you’re changing your system preferences.
Selecting share pictures between PCs and Macs allows the same graphic logo
(a PICT or .BMP file) to appear on both Windows-based PCs and Macs. To
allow pictures to be shared, the graphic is converted into a lower-resolution
format - around 90 dpi. Depending on the complexity of your logo, a shared
picture may not print well (it may appear jagged, or bitmapped). When a
graphic isn’t shared, it’s resolution can be much higher. If
you use both PCs and Macs and need to print invoices, estimates, and POs
from both platforms, try this “shared” setting. If your logo
doesn’t print well, consider printing from a single platform (i.e.,
Windows or Mac) or using pre-printed forms.
Learn more about pasting logos into Clients & Profits X in this tech
note.
The date format is customizable. You can change the date to 10/1/06, 10-1-06,
10.1.06 or international dates 06/10/1, 06-10-1, 06.10.1).
The find time by staff or by number option will set your default for when
you are using the find feature in time sheets.
The check spelling when saved option will turn on the spell checker for
every user. When the save button is selected, the window text will be spell
checked. (This option can be disabled for an individual user in their general
access privileges.)
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 © 2012 Clients & Profits Worldwide w
e l o v e a d v e r t i s i n g |
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