Profile - User Preferences

Rave is introducing more profile-specific settings for both CRM and project-related pages. 

From your profile drop-down (top right-hand corner of the page), select Profile Settings and then User Preferences 

Profile Initials

Rave automatically creates your CRM initials using the first and last name in your profile.

In some cases, your initials may be the same as another salesperson’s, which can cause confusion. You can now customise the initials used in the CRM salesperson sections.

This will also update the initials shown in your profile circle at the top right of your screen.

Filter Status

When opening the CRM Clients and Enquiries Tab, the default view is set to Active Clients, but users can select any other option from the list to customise what they see. Whatever default type you pick will show every time, even after resetting filters; it will return to this status. 

Add Activity Default Type. 

Users can choose either Meeting or Task as their default, so when they click the activity calendar shortcut, it opens their selected option. 

 Clicking this activity icon anywhere in Rave will bring up the default type you select above

Activities Filter by Date Range (CRM)

Select the default date range you wish your CRM Activities page to show. I.E this month, this week etc.

Project Tab Default. 

Users can choose which section of the Project Overview opens first when clicking on a project link. 

Either Overview, Project Notes, Client Project Notes or Activities. Clicking on this Project icon below anywhere in Rave will bring up the default overview view that you selected above.

Activities Filter by Date Range (Projects)

Select the default date range you wish your Project Activities page to show. I.e this month, this week etc.

Calendar

Select the default date range you wish your Rave My Calendar to show, and if you have permission to view the Branch calendar. I.e this month, this week etc.

Mail Visibility.

When selected, this will make all mail visible to others with the permission to view others' mail, so you don't have to check the box each time

Activities

When on the desktop version of Rave you can uncheck these boxes to prevent the pop up from asking you to select an application to call, sms or email from.