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Default Personisations?

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Default Personisations?

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

HI,

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?

Thanks

Dave
TattooDave
 
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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
In my opinion, Pepper Spray is underutilized as an effective tool for scope control
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