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.