Additional Info

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Navigation:  Tools > Users >

Additional Info

Click Tools > Users, highlight a username and click the Additional Info button on the right.

 

The screen below will open and show all of these settings which can be set for individual users:

 

userdetails

 

Alternative Address

When you have staff at different branch locations enter an address here to override the default company address.
 

Delivery Address

When you have staff at different branch locations enter an address here to override the default company delivery address.
 

Logo

You can set a different userlogo to override the default, e.g. include direct phone line.

 

Customer Folders

Set a different file path to customer folders, click browse browse  to pick a new location.

This will override the system-wide file locations.
 

Locking

Select a sales person or branch location to lock the customer list. When users login and use the customer window they will only be able to see customers for the chosen salesman/branch.

Note you can only pick one locked filter, not both.

 

Sage Passwords

Only applicable to the accounts link (additional module). When using the accounts link you need to enter your accounts package user name and password.

 

 

Contact History

 

These settings allow you to pick default options for when a user starts new contact history. This would save the user always having to pick the same option if they do lots of repeat bookings.

 

Pick the defaults from the drop down list for:

Default Resource: Pick a resource name and tick the box to set as the default.

Default Action: Pick an action from the drop down list

Default Duration: Pick a default duration from the drop down list

Tick the "Default to current time" box to have the time pre-set. It will pick the closest 15 minute

 

Click update_small Update when finished to save and close the window.

 

Projects Filters

 

For each section of the projects screen you can set a restriction on which filters each user can access.

 

By default all users can access all sections. Pick from the drop down box:

 

<--No Restrictions--> The user can access all parts of the window

<--Filters Only--> The user can only access the saved filters that you have set in projects (and no more)

[Name of filter] All of your saved filters are listed here and the user can only access that 1 filter in the window.

 

Appointments Diary Select a saved filter which already exists on the appointments diary. This user will only be able to access the filtered data on the diary.

 

 

Email/Text

 

Email User Information

In addition to the settings in Tools > Customise you can set a unique e-mail account for each user to send mail from. If an account at user level is specified, this will be used instead of the email settings in the global customise screen.

Tick the box "Use settings" to enable, and follow the same rules as the information in e-mail customise.

 

CC Address

Enter an email address for a recipient who you would like to be sent a copy of every email that is sent by this user via EQ.

 

Outgoing mail (SMTP)

Specify your email provider's outgoing server and the port number below.

Tick Requires SSL if advised by your mail provider

Authentication Type

Select the authentication type your mail server requires. If you are unsure start by using "Plain".

 

Incoming mail

Enter your incoming email server here (compatible with IMAP server). This is a user specific setting that overrides the email account set in Customise.

Port

Enter your incoming mail server port number.

Enable

Tick to enable the automatic inbox checking. EQ will read and sort your incoming email and import new messages into the contact history by matching the recipients email address with your customer database.

 

 

Text (SMS) Settings

Text Originator

In addition to the settings in Tools > Customise (for the whole company) you can set a unique "from" name for text messages that this user sends, e.g. customer service department could have a different identifier to the despatch texts.

 

Discounts

 

You can set Discount Restrictions to ensure a maximum level of discount that the currently selected user can give.

Tick Enable and set a percentage in the box

 

You can specify maximum discounts on certain catalogues in the grid below. Ensure you also tick Enable.