Defining General settings

  1. From the menu, select Setup > Settings > General.
  2. Specify this information:
    Automatic save display settings for Favorite Views
    Select this option to remember your favorite views display settings automatically. If you select this option, Save Pivot Sheet Settings in the pivot sheet is hidden, since this function is automated.
    Automatic save display settings for Scoreboard
    Select this option to remember your scoreboard display settings.
    Fast Filtering on Pivot Sheet
    Select this option to have the fast filtering functionality available when opening a favorite view.
    Automatic default Scenario per Dataset
    Select this option to assign a scenario for each dataset by default.
    Calculate Scoreboard automatically after creation
    Select this option for the scoreboard to recalculate automatically after adding or changing a value.
    Coloring on Sales Activity View
    Select this option to apply different color codes to sales activities.
    Open Phase out view in Sales Budgeting mode
    Select this option to access phase out options directly from budgeting.
  3. Click OK to close the dialog box or select another tab to continue.