Setting up e-manage One for |ONE or your specific needs is crucial for effective management. Here's a step-by-step guide on configuring user settings to optimize your experience.
Step 1: Access User Settings
Open e-manage One.
Click on "Tools" in the Top Main Toolbar.
Select "Configure" from the dropdown menu.
Choose "User Settings."
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Step 2: E-Mail and Personal Calendar Settings
If you plan to use e-mail within e-manage One, it's highly recommended to integrate your e-mail and calendar settings. Follow these steps:
Check the "Integrate items" option.
Click the gray "Register" button. This ensures that e-manage One synchronizes with your Outlook and calendar.
Once a name appears to the left of "clear," your settings are complete.
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Step 3: Personal Calendar Event Colors
You can customize the colors of personal calendar events based on the event type. This setting will apply company-wide, and you only need to do it once.Step 4: Multiple E-mail Accounts
If you have multiple accounts set up in Outlook, e-manage One will automatically recognize them. These accounts will be available in the "From" drop-down within the e-manage e-mail window.
From the file menu in Outlook:
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Step 5: Personal Calendar Event Colors
You can customize the colors of personal calendar events based on the event type. This setting will apply company-wide, and you only need to do it once.
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Event Sharing
Specify which users can schedule, delete, or edit your appointments. This allows you to control who has access to your calendar and events.
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Step 6: Setting Map Location (Personal Settings)
You can set your default map starting location for easy access to your company's installations on a map. Follow these steps:
Drag and drop your company from the search toolbar located in the lower left-hand corner (the magnifying glass).
This information will feed into the web portal, allowing you to view the locations of your current installations on a map.
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Step 7: Other Personal Settings
For a standard setup, we recommend checking the following boxes:
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PO / Customer Invoice Settings
You can configure this area once for the entire company to streamline communication with vendors and customers:
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Configuring these settings ensures efficient and tailored use of e-manage One for your specific requirements.
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For information on the Install & Service Calendars see here: Installation & Service Calendar Filters |
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