2008-04-03
HOW CAN I CHANGE THE STYLE OF MY TPI SYSTEM ACCORDING TO MY JOB?

When you log in TPI CRM system for the first time, you can use such functions of the system as Color Settings, Font Settings and Home Page Settings to configure your own system desktop and skin solutions that can highlight the work emphases, meet application habits and personal requirements.

After logging in the TPI CRM system, you will first see the system desktop and the system now provide role-based view interface, including Executive-based view and Sales-based view, 5 color solutions and 3 font sizes. While selecting your role, the desktop interface changes correspondingly. Menu bar will be re-grouped, and the information list will be different in different style view.

2008-04-02
HOW TO HIDE WHAT I'M NOT INTERESTED IN?

The system provides a wide range of functions, but not all functions are related to your work. In this chapter, you will know how to display what you are interested in and hide what you are not interested in, and then you will get a system interface with brief content to help you effectively improve your business performance.

If under your role-based interface, there are several functions whose information you have no interest in. You can define your own menu group by Settings > Personal Setup > Home Tabs. In addition to hiding all information of a function, the system also allows hiding a part of the information for a single object. Next we will take Account as an example to explain how to only display the attributes you have interest in the list page. Refer to Settings > Personal Setup > Account > List Layout in The User’s Guides for more details.