The General Tab allows you to customize the Control Docking Settings, Journal Entries, Synchronization Settings, Script Settings, Lists, Document Settings and TAPI. Scroll down to view settings.

Note: Our recommendation is to not modify the default settings for the Control Docking Settings, Journal Entries, Synchronization Settings, Script Settings, and Lists unless you have read and fully-understand the instructions below.

Control Docking Settings

(WorkCenter has been pre-programmed for the standard user, we suggest you become familiar with WorkCenter before changing any of these settings).

The Control Docking settings allows you to dock or undock portions of the program, giving you control of how you work and what you see.

Example: If you want to undock the scheduler, you would minimize WorkCenter by clicking the restore down button shown here: located in the uppermost right hand corner of WorkCenter, and then either left click the WorkCenter Schedule title bar or double click it and drag to your desktop. This enables you to choose other tabs and/or areas of WorkCenter, while being able to view the scheduler.

To hide or unhide the 2 months calendars to the right of the Scheduler when the Scheduler is docked click on the X. Note: when undocked it will automatically hide the months view.

To Customize the Control Docking Settings click on the + sign next to the Control Docking Settings in Setup Options, it will then open to allow you to choose the Schedule, Library, Reporting, and the Web Center docking settings. By choosing Yes to any of these settings allows you to undock those windows from WorkCenter.

By clicking the + sign next to the Undocked Settings allows you to see the Show Date Navigator:, Restore Position:, and Current.

By choosing NO on the Show Date Navigator will hide the 2 months calendars and the windows below it IE: Task Manager, when viewing the Scheduler.

The Restore Position: (not currently functional)

By choosing Yes on Current, allows the Current Tab to be un-docked. 

Note: Double clicking any undocked window will restore it to it's default location.

Journal Entries

On Send Email, On Schedule, On List Add, On Print Letter and On Telephone Call.

By clicking Yes on any these settings will automatically create a journal entry that can be viewed in the Reports Tab.

Synchronization Settings See Synchronization Settings.

Script Settings

The scripts settings allow you to choose if you wish to show errors and debug messages during WorkCenter operations.

Lists

By choosing Yes for Automatic Vendor Lists: will automatically add all vendors to the Contact List Manager when you vSync in your contacts.

By choosing Yes for Automatic Active Lists: will automatically add all loans to the Active Loan List when you vSync in your contacts.

Document Settings

(Not available in Current version of WorkCenter) By default the documents are stored locally in the WorkCenter Master Database. When completed you will be able specify where you want to store the documents.                            

TAPI

Presently not available Click on the question mark ? and enter the information for your TAPI device.

When you double click on a contacts phone number it will use your default TAPI device.

MISCELLANEOUS

Here you can choose what you want as default locations for the contact information that you import.