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Change Site Preferences: General Options

You can access and modify your Site Preferences from the menu available underneath your Name in the upper right corner: 

site_preferences.jpg 

After clicking Preferences, the Preferences which you can manage are divided into several categories. 

Here we'll take a quick look at General Options

general_options.jpg

You're presented with four options in the General section:

  • Using the Default Login Screen pulldown menu, you can choose from a number of available options what page you would like to serve as your initial screen upon logging into Redtail. This is defined individually by each database user.
  • Using the Session Timeout pulldown menu, you can set the automatic session timeout period for your login.
  • The Time Zone pulldown, of course, allows you to select your local time zone.
  • Using the Default Contacts Screen pulldown menu, you can choose from a number of available options what page you would like to serve as your initial screen after clicking "Contacts" from your navigation menu. This is defined individually by each database user.
After making any changes to these options, click Save Preferences in the upper right corner of the General Options widget and your preferences will be saved.
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