Changing Your User Profile Settings

The User Profile tab allows you to set up your system preferences, as well as things like your password and security question.

To change your user profile settings:

1.   Click User Profile in the top navigation bar.

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. By default they are disabled if you sign up for wireless synchronization.

§       If you want to change your default letter margins, click Change Preferences, select the margins that best fit your letterhead, and click Save.

1. Note: Upon changing your default margins, you can select the check box below the list to apply the new margins to all your existing letter templates.

2. This option is only available to the Team Leader.

   Note: If none of the margin choices fit your letterhead, please contact us and we will try to accommodate your requirements.

§       IXACT Contact allows you to choose from a number of themes for the application interface. To try different themes, click Change Preferences, select the theme from the list, and click Save. Upon clicking Close on the confirmation popup, the screen will immediately change to reflect your selection.

§       To change your password or the time zone you are working in, click the appropriate link. Enter the new information and click Save.

§       To subscribe to wireless service, see Wireless Synchronization