This documentation applies to the 8.1 version of Service Request Management, which is in "End of Version Support." You will not be able to leave comments.

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Setting Business Manager Console preferences

You can view and edit the default appearance of the Business Manager Console. You can also specify search criteria defaults to use when the Business Manager Console opens.

To set Business Manager Console preferences

  1. From the Business Manager Console, choose Functions > Preferences.
  2. From the Application Preferences form, click the Business Manager tab.
  3. Modify the default search criteria for the Business Manager Console.
    For example, you might want the default settings for a particular company and region to appear (for example, the Northeast region of Calbro Services).
  4. (Optional) If you want the values entered into the Search Criteria fields applied to the flashboard, select Yes for the Apply search criteria? option.

    Note

    By default, this option is set to No . The values you enter can cause the chart to show no data in the flashboard. For example, if you query the requests that are closed, but the chart shows open requests, the search returns no rows.

  5. Click Save.
    You must close and open the Business Manager Console for the changes to appear.

This version of the documentation is no longer supported. However, the documentation is available for your convenience. You will not be able to leave comments.

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