User Preferences F/M (SMF440) Field Descriptions

Use these fields to create a user code record.

General tab

1. User Code

Specify the code to be used to identify this user (up to three characters), i.e., it is usually the user’s initials. ALL is not accepted.

2. Name

Specify the user’s name (up to 25 characters). At lease one character must be entered.

3. Email Address

Specify the email address to associate with this user.  

4. Phone Number

Specify the user’s phone number (up to 20 characters). This phone number will print on the fax cover page for the sender phone variable. This is useful to let the fax recipient know the direct phone number or extension of the sender.

5. Fax Number

Specify user’s fax number (up to 20 characters). This phone number is used by default when creating a new fax and is displayed with the Cover Page Information, where it may be altered. If you do not enter a fax number in User Code F/M then the phone number from Company F/M will be used.

6. Fax Suffix

Specify any suffix necessary for the user when sending fax requests. The use of a fax suffix is defined in the FaxLink Static Control F/M.

7. (Fax) Cover Page

Specify the code (up to 4 characters) of the fax cover page for this user. This is the default cover page that will be assigned when this user creates a fax request.

8 Default Font

Specify the default font to use for text entered in FACTS.

9. Autocomplete

Indicate whether FACTS should attempt to complete entry in select FACTS entry fields when the user begins to enter a value, FACTS will review information in the database and provide matching options the user can select for entry in searches and programs. Information is entered into Autocomplete system when you press Enter to add information.

10. Active Profile

Select the profile for the user. You can revert to the previous selection.  FACTS compares the last profile that was edited to the active profile and if different, FACTS displays a message asking if the active profile should be changed to this one.

11. Location

Specify the location code for the user profile.   

12. Screen Size

Specify the percentage for the screen size display for FACTS programs.

In the Profile Defaults section, enter the user profile default information:

13. Printer

The default printer id code for the user profile.  

14. Salesperson/Terr

Specify the default salesperson/territory code for the user profile.  

15. Warehouse

Specify the default warehouse for the user profile.  

16. Department

Specify the default department for the user profile.  

17. Branch

Specify the default branch for the user profile.  

Change Password tab

Use the Change Password tab to update your password.

1. Current

Specify the current password for this user.

Note: The user password is not readable anywhere in FACTS. In the file maintenance programs, such as User Code F/M, and at login, the password will display as asterisks. The system administrator can only change another user's password by using the Generate Password button in User Code F/M. FACTS will generate a valid password but will require the user to change it the next time he or she logs in.
The only time a change to the password can be keyed in is in User Preferences F/M; a user can change his own password by keying in a new one.

2. New

Specify up your new FACTS password.  

3. Confirm

Re-enter up your new FACTS password to confirm the change.

Auto Sign-In tab

Use the Auto Sign-In tab to enter the default information for the user to use the FACTS auto sign-in feature.

1. User

Specify the network user name the user auto signs-in from .

2. Domain

Specify the network domain name the user auto signs-in from.

Note: The User Name and Domain can only be entered by clicking the F1 button/key to pull in the user’s current domain and user name.

3. Company

Specify the default company for the user auto sign-in.