Preferences Tab
Use the Preferences tab to select and enter your shop preferences options.
- Note: The Preference tab is only available with Manage Elite.
To edit preferences information:
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From the Setup shortcut bar, select Company Setup.
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Select the Preferences tab.
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In the Default Search by Settings section, select your Part Screen Search default option: Part Number or Description.
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In the Default City Casing Settings section, select the City Casing default option to use for pre-filled city fields on company, customer, and vendor windows.
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UPPER CASE: Pre-filled city names will be completely capitalized.
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Example: ATLANTIC CITY
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Title Case: Pre-filled city names will be capitalized as a title.
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Example: Atlantic City
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In the Default Follow-up Format section, select the Follow-up Format default option: None or MANAGE Mail Merge.
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Click Submit.
Note: When you edit Preferences that affect printing, the updated information appears and prints on all orders.