Change default start screen to diary (user setting & system default)

Change default start screen to diary (user setting & system default)

This guide has been reviewed against our global customer base and classed as relevant to all regions

Available from version 12.224

The system default used for the start screen is a configurable option for Enterprise customers
To request a change to the default start screen used on your system, click here to contact Reapit Support

The default start screen, seen after logging in to Reapit CRM (desktop), can now be changed to the diary

Users have the option of changing their own default start screen - the system default is to display the Power Organiser*

This update allows users to choose which screen they wish to see to match their priorities when launching Reapit

*See configuration note for Enterprise customers above

1. Start screen system default

Unless changed, after logging in to Reapit:

  • The default start screen used is the Organiser (i.e. the Power Organiser)

Organiser.png

2. Change start screen setting per user

From main menu:

  • Click user name/office at top and click Edit My Details

    Edit my details menu option.png

From Update My Details screen:

  • Click Start Screen menu, select required option and click Save
    Options are:

    • Power Organiser - launches the Organiser as the start screen, as shown in step 1

    • Diary - launches the Diary as the start screen

    • Legacy Organiser - launches the legacy Organiser as the start screen
      This version of the Organiser was in use prior to the launch of the current (Power) Organiser in late 2016

    • None - launches with no default start screen
      The application is launched with only the main menu shown on the left

      Update my details - start screen menu.png

The above user setting overrides the system default setting for the logged in user only

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