Personalized PROFILE PAGES in Service Pack 10
Saturday, May 1, 2010
(Members Only Software, Inc.)
We're starting this month to make our Service Pack 10 available to
users. There's a bunch of new stuff in this release, but there is one feature we
are particularly excited about - the Personalized Profile View of CRM records.
The Profile view was designed specifically for those
executive users who spend little time in data entry or maintenance but need
quick, comprehensive, and easily readable views of members, prospects, or
donors. These users also tend to very particular about what information
the see and in what order they see it.
So we've built these pages so can personalize the Profile for each of your
users -- without any programming or scripting. Just drag a section handle
up or down the page to move it permanently to that new location. Or shut a
section off entirely - it can be brought back at a moment's notice. You can
click the Change Skin menu to alter the background, font, and colors. If you are
a bit more daring, you can tailor these pages even further by altering the
style-sheet or the template. So you can give it your organizations' colors
and logo, or accommodate your staff's preference for a light or dark background.
In fact, each user can have a different skin and configuration for this
page.
And most importantly, each of your users can choose whether to have
their personalized PROFILE view, or the traditional data entry view, as the
default view of a person or organization.
We'll
be rolling Service Pack ten out to users over the next several months. If you
are eager to get a preview of the new features, just drop a note to
jochen@membersonlysoftware.com and he'll be glad to give you a quick
demo.