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Clients & Profits
X Online User Guide |
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The Information Center
gives you a quick, convenient way to work through Clients & Profits
X
The Information Center window opens
automatically whenever you start Clients & Profits X. You
can choose an Information Center that best fits the way you
work: Production, Accounting, or both. Clicking on the different
icons on the Information Center opens various production and
accounting windows -- just as if you choose them from a menu.
When you’ve finished working and close a window, your
Information Center returns automatically.
The user sees his or her initials, name, and photo (from the Staff window,
if one has been pasted). The Information Center also features a customizable
company message. This message appears on everyone’s Information Center
window, alerting the staff to upcoming events, important deadlines, or
agency news. The standard message is entered in the Agency Information
window, and can be changed anytime. Special messages can be scheduled each
day using the Daily Messages utility.
To open your Information Center window
Ordinarily, your Information Center window opens automatically after introducing
yourself. It reappears after you close a production window. The Information
Center is optional, so you may not see one. If so:
1 Choose My > My Information Center.
The My Information Center window opens.
2 Click on any icon to open a window.
To change your Information Center window settings
Only a manager can change the Information Center window setting for each
user.
1 Choose Setup > Users, Access & Passwords.
2 Click once on a staff member's name in the User list
on the left to select it.
3 Click the customize info center link.
The Customize My Information Center window opens.
4 Choose an info center option for each pop-up menu.
5 When you are finished, click Save.
6 Repeat these steps for remaining staff members.
The My Information Center window can have up to six shortcuts. When the
Customized My Information Center window is first opened, the default shortcuts
and graphics are entered automatically. For each shortcut you can choose
a command from the popup menu and paste graphics for the shortcut icons.
To paste Information Center graphics
Graphics can be pasted into the Customize Information Center window from
your clipboard, or directly from file. Each graphic must be exactly 46
pixels wide by 46 pixels high. Graphics must be in either PICT format (Mac)
or BMP format (Windows).
1 Click on an icon you wish to change, then choose Edit > Cut.
2 From your graphics program, find the graphic you wish
to paste. Copy the graphic to your clipboard, then return to Clients & Profits
X.
3 Click inside of the icon field, then choose Edit > Paste.
If you've saved the graphics as PICT or BMP files, simply choose Edit > Paste
From File, find the graphics on your hard drive or network, then click
Open.
4 When you are finished pasting your new graphic icons,
click Save.
5 Repeat these steps for remaining staff members.
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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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