Changing Your User Profile Settings

The User Profile area allows you to set up your system preferences, as well as things
like your password and branding.
To change your user profile settings:

1. Click User Profile in the secondary menu (top right of your screen).
2. In the User Profile tab, change any of the system settings as appropriate:

• If you want to receive email reminders for appointments and tasks, click
  Change Preferences and select Enable Reminder Emails, then click
  Save. Reminders are set when you create an appointment or a task, and
  you will receive a reminder email message at the address used as your
  User ID. Email reminders were automatically enabled when you signed
  up for IXACT Contact.
• If you want to change your default letter margins, click Change
  Preferences, select the margins that best fit your letterhead, and click
  Save.
  
  Note If none of the margin choices fit your letterhead, please contact us
  and we will try to accommodate your requirements.
• If you want to set the default city/town and state/province that will 
  autopopulate when entering addresses, click Change Preferences, fill in the
  fields, then click Save.
• If you want to change the default email/letter salutation that is set for
  your new contacts to something other than ‘Dear’, click Change
  Preferences, select your desired salutation from the list, then click
  Save. If the salutation you want to use is not in the list, you can click
  Add Your Own to add it.

• If you want to change the primary phone number type that displays for
  your contacts throughout the system, click Change Preferences, select
  the phone type from the list, and click Save.

  Click Calendar & Task List Sharing to set whether or not you make your calendar and/or task list available to other team members. By default, calendar and task list sharing are turned on.

• To change your password or the time zone you are working in, click the
  appropriate link. Enter the new information and click Save.
• To turn on the wireless synchronization service, see Wireless
  Synchronization.