Preferences

On the left, click the Home navigation button and then click the Preferences navigation tab above the content pane to open the Preferences page.

Preferences Page

Use the Preferences page to set default system and illustration settings.

Set System, Illustration, and CRM Preferences

  1. On the left, click the Home navigation button and then click the Preferences navigation tab above the content pane to open the Preferences page.
  2. Select options in the System and Illustration sections of the Preferences page. These preference settings determine the associated system and illustration defaults when you log on to the system.
  3. If the carrier allows the use of external contacts, FireLight shows the CRM section. The CRM section settings control which system/application ForeSight uses for contacts.

Set System Preferences

In the System section, select options and enter data to set the following system defaults.

  1. Recent List Items option (5, 10, or 15) sets the number of rows that appear in the Recent Cases list on the Start Illustration page in the Home page group.
  2. Rows per Page (Grid) option (15, 25, 50, or 100) sets the maximum number of rows displayed per page in all ForeSight grids.

  3. Alerts Display Grid option sets the method for opening the Show Alerts display grid:

    • Click to Open requires that you click the Show Alerts icon or link on the menu bar to open the Show Alerts display grid.
    • Auto Open automatically opens the Show Alerts display grid when a validation error, warning or informational message occurs.

  4. User Nickname is the ID used by other users to share or assign cases to you. Enter your user nickname (up to 30 characters).

    • If you delete a User Nickname, ForeSight deletes all folder sharing associated with that nickname.
    • If you change a User Nickname, ForeSight updates and retains all existing folder sharing associated with that nickname.

Set Illustration Preferences

In the Illustration section, select options to set the following illustration defaults.

  1. Line of Business option sets the default line of business for new illustrations and templates.
  2. Nation option sets the default nation for new illustrations. If only one Nation is available, ForeSight hides the Nation list.
  3. Jurisdiction option sets the default state or jurisdiction for new illustrations and templates.
  4. Currency option sets the default currency for new illustrations. If only one Currency is available, ForeSight hides the Currency list.
  5. Enable Real-time Calculations – select the check box to enable and show the Summary Values pane for illustrations. Clear the check box to disable and hide the Summary Values pane. For information about the Summary Values pane, see Information Pane.
  6. Show Key Information Pane – select the check box to enable and show the Key Information Pane with an illustration or user-defined template when a product or concept case or the contact editor is open. For information about the Key Information pane, see Information Pane.

Set CRM Preferences

In the CRM section, select a CRM and enter CRM login credentials based on the selected CRM.

  1. In CRM System, select a CRM from the list. Currently ForeSight supports three sources: ForeSight Contact Management (the default), Redtail, and Salesforce.

  2. Enter login credentials for the selected CRM.

    ForeSight - requires no login credentials. This is the default, which uses ForeSight Contact Management for contacts.

    Redtail - enter your Redtail User Name and Password.

    Salesforce - enter your Salesforce User Name, Password, Client ID and Client Secret.

  3. Select the Show Values check box to show the login credential entries for the selected CRM.

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