Personal Settings
Personal Settings
In this part of the system you can set your personal settings.
Here, you can indicate that you want your default items view to be List View with Images or the Split View. If you are responsible for purchasing, you might set your default Sort to be by vendor.
Read through the information below to learn how to use these preferences to make working with DesignSmart as efficient as possible.
How to Get To Personal Settings
To get to Personal Preferences, click on the hamburger icon in the top right of most pages, then on Personal Settings.
After clicking Personal Settings, you will see this card pop up.
Personal Settings Options
Continue below for an explanation of the options in Personal Settings.
| Defaults List View | Set which Item List View you will see by default when viewing Items. This is a feature you will want to come back and explore as you learn the system more. |
| Default Item Sort | This will set how the items are sorted when viewing items. Most people will leave this set to Item Number. Persons who work exclusively in purchasing might opt to set this to Vendor. |
| Default Project List View | This option will allow you to select the view you would like to see when you log into DesignSmart. This will determine the view your projects will be listed on. |
| Navigation Bar Style |
Use this to show either icons for the menu bar in DesignSmart or to use text in the menu bar.  |
| Style | Here you can select the menu type that will appear throughout DesignSmart when selecting Report and Actions menus. Most persons who use a browser will opt for the Pop-up Window choice while those who are using the Desktop version of DesignSmart might prefer the Dropdown Menus options. It is best to test each option to determine your preference. |
| Default Info Panel | Select the information you would like to be visible in the bottom left of the screen when you enter Item Detail View |
| Hide excluded items | This allows you to indicate if you want to view or not view the Excluded items when on the Item List View. Excluded items are denoted in red strike-through text. |
| Show tax statues on price tab | This allows you to see what merchandise, markups and subcharges are being taxed in the Item Detail View when viewing the Pricing tab. |
| Turn on multi-item selection |
Setting this to Yes allows you to select a range of items on the Items List View. For information on how to use this feature, click here. |
| Session Restoration | If this switch is on (blue), when you log into DesignSmart, you will be asked if you want to return to the screen you were last on when you exited the program. |
| Alternate Email | Only fill this when instructed to by your System Administrator. You will be told to enter your Gmail or Outlook email address. |
| Enter your Email Signature |
Add your email signature in the Email Signature box below. This can include logos and font styling. If your firm is configured to use individual emails you will see the Test Sending Email button that you can use to test if your email is working correctly. |