Clients & Profits Online User Guide

Glossary Contents

The Information Center gives you a quick, convenient way to work through Clients & Profits The Information Center window opens automatically whenever you start Clients & Profits. You can choose an Information Center that best fits the way you work: Production, Accounting, or both. Clicking on the different icons on the Information Center opens various production and accounting windows -- just as if you choose them from a menu. When you’ve finished working and close a window, your Information Center returns automatically. The user sees his or her initials, name, and photo (from the Staff window, if one has been pasted). The Information Center also features a customizable company message. This message appears on everyone’s Information Center window, alerting the staff to upcoming events, important deadlines, or agency news. The standard message is entered in the Agency Information window, and can be changed anytime. Special messages can be scheduled each day using the Daily Messages utility. To open your Information Center window Ordinarily, your Information Center window opens automatically after introducing yourself. It reappears after you close a production window. The Information Center is optional, so you may not see one. If so: 1 Choose View > Information Center. The Customize My Information Center window opens. 2 Click on any icon to open a window. To change your Information Center window setting Only a manager can change the Information Center window setting for each user. 1 Choose Setup > Users, Access & Passwords. 2 Click once on a user name to select it. 3 Click the Access link. 4 Click on the General button, then choose a show info center option from the pop-up menu. 5 Click Save.