Setting preferences

You can set user preferences by selecting Preferences from the Options menu . Your changes take effect the next time you log in.

In the Preferences worksheet you can specify:

  • Email notification – Request email notification when an activity is assigned to you. In the default configuration, selecting this item does not enable email notification. This feature must be configured.
  • Password – Change your password.
  • Regional Formats – Set the regional formats that PolicyCenter uses to enter and display dates, times, numbers, monetary amounts, and names.
  • Default Country – Determines the settings for names and addresses.
  • Default Phone Region – Determines how phone number entries are handled, especially the country code setting.
  • Startup Page – Change the page that PolicyCenter displays when you log in by selecting a Startup Page.
  • Recent activity – Determine how many recent accounts, policies and policy transactions, or contacts display at the end of the Account, Policy, and Contact tab menus. For each user, the recently viewed list is initially empty. Accounts, policies and policy transactions, and contacts are added as the user views these items over multiple sessions. More recently viewed items appear higher on the list. Once the maximum number of recent items has been reached, older items are removed and replaced by newer ones.

    The value of this field must be between 1 and 10, inclusive.

    If the field has no value, PolicyCenter uses a value from config.xml in Studio. In the default configuration, the parameter value is 5. The value can be between 1 and 10, inclusive. Other values generate an error when PolicyCenter starts. The parameters in config.xml are:

    Preferences label

    config.xml parameter

    Maximum Recent Accounts

    MaxRecentAccounts

    Maximum Recent Policies And Policy Transactions

    MaxRecentPoliciesAndJobs

    Maximum Recent Contacts

    MaxRecentContacts