Profile Settings - Address Book Tab |
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Use the Address Book tab on the My Profile page (click the My Profile menu then select Settings) to establish your preferences for the Address Book. You can also use the Address Book by clicking the [Address Book] on this tab.
To Establish your Address Book preferences, complete the boxes:
In this box... |
Do this... |
Default Tab |
From the list, select the tab to display by default when you open the Address Book. This is also the category that will be searched first if you type a customer code in a Customer box and press Tab on the Warehouse or Desktop-Step 2 page. |
Default DC |
From the list, select the location to use as your default location when using the Address Book. This applies to the Location box on the Global and Corporate tabs in the Address Book. |
Search Result Order By |
From the list, select the database field to search when using the Search box in the Address Book. |
Default Search Field |
From the list, select the default search field. |
Search Result Sorting Order |
From the list, select the search result sorting order. |
Search Result Display Order |
To change the default display order of the fields in the records that appear in the Search Results window of the Address Book, select the field name that you want to move, then use the [Up] or [Down] to change its placement in the display. For example, if you want the left-most field in the Search Results window to display the Customer Code of the record, click Customer Code and click [Up] until Customer Code appears at the top. |
Default Search Criteria |
Type the default Search criteria. |
Then use one of the buttons on the bottom of the screen as follows:
To... |
Click this button... |
Save your settings |
Click [SAVE] |
Clear this tab of all of the information you entered and start over. |
Click [DELETE ALL] Click [OK] to confirm the clearing of all tabs or click [CANCEL] to cancel it. |
Re-establish the system defaults on this tab. |
Click [RESET ALL] Click [OK] to confirm the resetting of this tab to the system defaults or click [CANCEL] to cancel it. |