Getting Started - #1

Before adding new accounts and booking jobs, the 'How To' guides assume a number of settings within your system have been set. Follow the instructions below to ensure you have things set correctly to get the most out of these guides.

From the main diary page, choose the option 'My Profile'

 

 

 

Notifications

 

Within your profile, select 'Notifications' from the menu on the left and toggle the 3 options;

 

  • Send Email Notifications
  • Timeline Tag
  • Timeline Reply

 

 

These options are for email notifications when the relative item is switched on. A screen notification is created by default, but the settings in this panel also allow you to receive an email notification. Each user can set their own notifications independently.

 

 

Preferences

 

Within your profile, select 'Preferences' from the menu on the left and toggle the 3 options;

 

  • Allow Mini Search
  • Quick View Popup
  • Default to Service Jobs

 

 

Each user can set their preferences independently of each other, I.E. each user must log in and set these preferences themselves.

 

 

 

See Also:

If you would like to know more about AutoVu and what we can do to help your business, why not check out our Frequently Asked Questions page, or Contact Us any time to discuss your specific requirements.

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