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Default Personisations?

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Default Personisations?

Postby TattooDave » Tue Jun 16, 2009 11:56 pm


In the CRM Web Interface a user can personalize the screens, dragging and dropping frames to change the display order etc.

Is there a way to do this as an administrator so that all users have the same personalisations - ie. consistent screens etc?


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Re: Default Personisations?

Postby UoLStudent » Sat May 22, 2010 2:15 pm

In the Personalize option there is a Personalize settings and within there is a checkbox at the bottom to show configuration mode. You should be able to change the way the frames show up for the user. (ex: removing a frame or option from a given menu)

Hope that helps.
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Re: Default Personisations?

Postby bgamble » Mon May 24, 2010 10:44 pm

It sounds like you may be confusing Personalization with UI Configuration

UI Configuration will apply to all users based on business role which is in turn assigned via Org Model
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