Digital File - Sticky Labels
Setup a Client Label
One important feature of the digital file is the ability to
set up a client label in the same manner as your paper
file.
To set up the sticky label, click on the drop down
arrow in the top right hand corner of the label.
The sticky label editor screen will open with an image of the
label and 2 tabs for editing.
The sticky label and tooltip information is personalized and
unique to each PortalsXpress user. PortalsXpress recognizes
each member's sticky label preferences by the member login
information and displays the preferences accordingly.
Edit Default Label Settings
By default, the sticky label will display the first name,
last name, and the work phone number of the contact.
To edit the sticky label:
- Check the "Customize the labels text" box to design the
label to accommodate most any filing technique.
- Click on the "Insert" button and add the items you want
on your custom designed sticky label.
- Click OK to save your changes.
Sticky Label Tooltip
In addition to displaying the contact information on the
sticky label, additional contact information can be viewed
when you "mouse over" the sticky label in a contact's digital
file. The contents displayed by the tooltip can be set up
completely different than that of the sticky label. For
instance, you may want to add the contact's e-mail address or
telephone number so that it is easily accessible, but you do
not want it to display on the sticky label.
- Click on the Tooltip tab in the Sticky Label
Editor.
- Check the "Customize the tootip's text" box to design
the tooltip to accommodate your personal preferences.
- Click on the "Insert" button and add the items you want
on your customr designed sticky label tooltip.
- Click OK to save your changes.
Color Coding
You may find it helpful to change the color of the sticky
label to conform with your current file system. The color of
the sticky label is a global setting and will display the
last color selected by any given PortalsXpress user in your
account.
To change the color of the sticky label:
- Click on the label drop down box in the sticky label to
load the Sticky Label Editor.
- Click the down arrow in the Sticky Label Editor to
change the color. If the color you want to use is not one
of the basic colors, you may add a custom color by using
the color palette feature
- Select the desired color and click OK.
Introduction
Welcome to ContactManager