Editing User Options

The user options from the User Options menu allow you to modify parts of the interface based on the requirements. These settings are specific to each user and are not available to other users.

  1. Select User Options from the User Options menu.
  2. Set these options on the General Settings page:
    • View mode for new record links: The default behavior of the toast link that displays when a record is added. You can use the list to select Open Details to view the details. Or, click Go to Full View to go to the details page of the new record.
    • Default Owner/Team: The default owner or team used when creating new accounts. If you have the permission to modify the owner or team, use the lookup to select a user or team.
    • My Currency: The currency considered to calculate My currency for an opportunity, quote, or sales order.
    • Default Name Format: The default format to display the names. Click the list arrow to select a format from the list. Possible values:
      • First Last
      • First Middle Last
      • Prefix First Last
      • Prefix First Middle Last Suffix
      • Last, First
      • Last First
  3. Select these tabs on the General Settings page for which the options must be modified.
    • Filters: To set the default filter that is to be used for each record type.
    • Calendar: To set options for the Calendar view.
    • Opportunities: To set the default values for the new opportunities.
    • Alerts: To set the default method to receive the alerts.
    • Activities: To set the values for the activities list page, related activities, or activity defaults.
    • Contour: To set a default unit of measure, for example Miles.
  4. Click Submit.
Related topics