Per user there are some settings you will want to configure to properly setup each machine.
Select Tools (Top Main Toolbar) > Configure User Settings
Setting Setting up e-manage|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.
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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E-Mail and Personal Calendar Settings
You will want to check the Integrate items if you are planning on using If you plan to use e-mail within e-manage which is highly recommended. You will also want to click on grey |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
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. This ensures that e-manage
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|ONE synchronizes with your Outlook and calendar.
Once a name appears to the left of "clear
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," your settings are complete.
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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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Personal Calendar Event Colors
You can customize the colors of personal calendar events based on the event type. Setting the colors will do so for your entire company so this only has to be done once.This setting will apply company-wide, and you only need to do it once.
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Event Sharing
Set the users that you are going to allow to Schedule for you, delete your appointments and can edit your appointments.
Setting the 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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Setting Map Location (Personal Settings)Set your Map
Starting Location By dragging and dropping 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
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results grid after clicking the Search icon (magnifying glass).
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Now when you access the Install Calendar Map view, the default starting location will be set.
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Other Personal Settings
We suggest also checking off For a standard setup, we recommend checking the following boxes as a standard setup.
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:
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PO / Customer Invoice Settings
You have the option to set can configure this area up once for the entire company . By selecting to streamline communication with vendors and customers:
Select "Include Salesperson Initials"
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to add the Sales
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Rep's initials to the front of
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Vendor PO and Customer Invoice numbers (
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e.
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g., SP5061-1, SP5061-2
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).
If you
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prefer to use the Project Manager's initials
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, select "Prefer PM."
Choosing "Add to End"
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will
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append the initials to the end of the number (
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e.
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g., 5061-1SP, 5061-2SP).
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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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