Desktops

Use the Desktop User Preferences to define a default desk for certain CRM modules. The default desk displays when the Show Desk item is selected from the menu, for example Show Sales Desk. You can also set a number of other workflow options as documented below.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Default My Desk

Choose the desktop to load when selecting Workflow > Show My Desk. This desk will also load if the My desk is loaded on startup option is selected.

Default Sales Desk

Choose the desktop to load when selecting CRM > Sales & Marketing > Show Sales Desk.

Default Support Desk

Choose the desktop to load when selecting CRM > Service & Support > Show Service Desk.

Default Debt Coll Desk

Choose the desktop to load when selecting CRM > Debt Collection > Show Collections Desk.

Default Fund Raise Desk

Choose the desktop to load when selecting CRM > Fund Raising > Show Fund Raise Desk.

My Desk is loaded on startup

If selected, the Default My Desk will load on login.

Set Notification to Read on drill down

Select this option if drill down on a notification should give access to the notification's detail in read-only mode.

Show icons using colours

If selected, the icons on your Workflow Desktop will be displayed in colour.

Disable Delete Attachments

Select this option to prevent the user deleting attachments. This setting overrides the Advanced Security settings.

Remember form sizes and positions

Select this option to have forms positioned and sized as they were the last time you used them.

If selected, Greentree stores the position and size when a standard form is closed. When the user re-opens a form then the system repositions and resizes the form to the same setting as when they last closed it.

Click the Reset All Form Size and Position button to remove all user, form size, and position settings.