How to enter operator preferences (user-defined fields)

Salesware User and Ticketing Guide for Beginning Users : Basic SysManager operations : Operator setup : How to enter operator preferences (user-defined fields)

To enter operator preferences:

1. Go to SysManager > Preferences > Operators > Labels For User Def tab.

2. You can enter labels here for five check boxes, five numeric fields, five text boxes, two date fields, and one memo field:

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-07-22 , 9_24_31 AM.png$

3. Any labels that are entered here show up in the SysManager > Activities > System Lists > Operators > New operator/Edit operator > User Def 1 and User Def 2 tabs:

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-07-22 , 9_27_12 AM.png$

4. Go to SysManager > Preferences > Operators > Misc tab.

5. Change the security parameters for the operator, or accept the defaults, shown in the following screen capture.

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-07-22 , 9_27_55 AM.png$