Overview of the Personalization page

The Personalization page enables you to make changes to the NexJ CRM, NexJ Admin Console, or NexJ System Admin Console user interface.
The Personalization page is divided into two main areas:
  • The list on the left displays a list of users, user types, or the system. When you select an object from the list, its name appears at the top of the page. If you selected a user, you can also view and change its user type at the top of the page.
  • The area on the right is where the customization takes place. It consists of the following tabs:
    Application
    This tab allows you to specify which screens should be available in NexJ CRM, NexJ Admin Console, or NexJ System Admin Console and to customize the standard toolbars for each application.
    Screen
    This tab allows you to specify which tabs should be available in each screen and to customize the screen-specific toolbars.
    Portlet
    The Detail subtab of the Portlet tab allows you to specify which tabs should be available in each portlet and to customize the portlet-specific toolbars. The Grid Columns subtab of the Portlet tab allows to modify the grid columns that appear in the lists in the portlet.
    Advanced
    This tab lists all the screens and portlets that have been customized. It also allows you to make advanced customizations to toolbars, layouts, and queries used in NexJ CRM, NexJ Admin Console, or NexJ System Admin Console.
    User Options
    This tab allows you to enable and disable different aspects of the software, such as households and financial accounts, for different users, user types, and the system.
Note: Objects modified on the Application, Screen, and Portlet tabs are bolded to indicate that they have been configured. Modified objects also display in the Advanced tab.