CRM Software for Economic Development Organizations
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How do I set my personal preferences such as language, time zone and email preferences, including my signature?

To access your preferences, you can click on your name in the upper right hand corner of the Neoserra interface. If you are a non-administrative user then you will see the following two options:

  • Preferences
  • Log out

As shown here:

Users that have administrative privileges will additionally see an option to enter administrator-mode.

In this FAQ we will discuss all the preference options which are categorized under the following headings:

Account Settings

There are several sections to the Preferences interface. The first section under "Account Settings" provides information about your login account and shows the counselor associated with this account. You can change your password and email address in this section. The email address entered here is used for password retrieval purposes; it can be used to login with instead of your username (you still need a password); and this email address will be used to send .ics files if you choose the "push" mode for your calendar. The .ics files are used to update the Microsoft Exchange calendar.

If you have more than one scorecard assigned to your dashboard, then you can choose to reorder the display of the scorecards from your personal preferences interface:

Simply click on the reorder link and drag and drop the goal sets in the order that you want them to be displayed on your dashboard.

Display

The second section under Preferences allows you to manipulate the Neoserra interface. You can set your time zone; change your date and time format; and set your preferred language. Currently, Neoserra supports both English, Spanish and French.

Additionally, there are a few settings that will affect the general layout of Neoserra.

Display local information

For programs that reach across multiple time zones and/or states it may be beneficial to see the current time for each client. By checking the box: "For clients and contacts, display local information (weather)?" you will be presented with a small box at the upper right hand corner of the Client and Contact records showing not only the time at your client's location, but also the local weather for that moment in time:

Open Clients

The next preference item allows you to specify what you consider to be an "open" client, in other words, a client (or pre-client) without a counseling session for X number of days. Neoserra will then alert you to all clients/pre-clients that are "open" and who have had no contact in X number of days on the main Neoserra landing page:

Default client stream date range

You can also set your preferred default date range for the client data stream. By default this setting will be set to "Dynamic" which means that Neoserra will provide you with more or less data depending upon the client and their activity. If a client has only 2 counseling sessions in the last 2 years, then Neoserra might display all counseling sessions in the data stream for that client. If another client has lots of counseling sessions over the same 2 year period then Neoserra may only display the last 30 days. In other words, the dynamic option means that Neoserra will try to anticipate what data would be most pertinent for you to look at. Alternatively, you can choose a specific number of days to be displayed in your data stream, by default. Keep in mind, that your default can always be overwritten.

Application Layout

And, you can change the application layout from top drop down menus to a menu displayed in the left hand margin. Neoserra has been developed with a top drop-down menu system in mind, but we realize that some users prefer left hand menus. Keep in mind that the "Neoserra view" provides additional white space on the screen, which studies have shown make it easier to scan and read information. White space is more restful for the eyes to read, view or memorize information. Assuming you are using the Neoserra view then you can additionally customize the menu bar as shown below:

Calendar

There are two ways to share your calendar. The first allows you to synchronize your calendar with your default calendar. Additionally, you can provide view, edit and add permissions to your Neoserra calendar to other Neoserra users. These are two distinctly different features and each are described in detail below.

Calendar sharing mode

The next section allows you to integrate your Neoserra calendar with your standard default calendar such as your Google calendar or your Microsoft Outlook calendar. Appointments made on the Neoserra calendar can be shared with your external calendar - but not vice versa. In other words, your Google calendar would contain all your appointments, both personal appointments and appointments made with clients; but the Neoserra calendar will only show your client appointments.

There are two sharing options:

  • Subscription
  • Email

The subscription method works with Google Calendar, Outlook Calendar and iCal just to name a few. To get started, select "Subscription" and then copy your unique calendar URL shown on the screen.

Next, you'll need to subscribe to the Neoserra calendar by using the unique URL you just copied. Depending on your default calendar, this step varies a little:

  • On iCal, click File|New Calendar Subscription|Paste URL.
  • On Google Calendar, click Other Calendars|Add by URL|Paste URL.
  • On Outlook 2013, click the Start ribbon|Open Calendar|From the Internet|Paste URL.

Your calendar program or service might only check the Neoserra calendar every 30 minutes or some times even only once per day. It depends on the calendar and the settings. But if you don?t see your Neoserra appointments showing up immediately, this is why.

Alternatively, you can use the "Email" sharing mode. This option also works with all standard calendar applications but rather than synchronizing the calendars automatically, you will receive an email confirmation for each appointment made on your Neoserra calendar. The email method gives you control over what appointments to add to your default calendar. The email method generally speaking is preferred if you intend to use the Neoserra calendar to post follow-up reminders as discussed in this FAQ

NOTE: Under both methods, any changes made to your Neoserra-created appointments, will need to be made in Neoserra.

People who can view and schedule events for me

If other people need to make appointments for you, then you may want to provide these users with the necessary permissions to view, edit or add appointments on your Neoserra calendar. Be aware that users with edit permissions will also be able to delete your appointments. Click the "Add" link to specify who can see your calendar and update it. You can choose "Everyone" if you want to open your calendar to the entire network, or alternatively select user by user, or center by center. If you select a center, then all users under that center would have permissions to your calendar. Keep in mind administrators can always view and update your calendar.

If you have permissions to add appointments to other people's calendar then you will notice a drop down at the top of the calendaring interface:

Furthermore, if you have permissions to make appointments for others, then you can also see their Neoserra calendar by clicking the calendar icon at the top of the screen and choosing their name from the drop down.

Neoserra Email

Under the Neoserra Email section of your personal preferences you can set your signature block for all emails generated from Neoserra. If you want to insert your center's logo then keep in mind that you can not merely paste an image in the signature block. You will need to use a full URL that refers to the logo image somewhere on the internet. The Neoserra application does not allow you to include the actual image file. Using a URL is actually much better since it takes the load off the mail systems, stops needless copies of the image, and allows the browsers/mail applications to cache the object.

To insert an image, follow these steps:

  1. Open your Preferences page and scroll to the Email Signature block.
  2. Put in your name, address, phone and email information, as appropriate.
  3. To add your image click Insert|Insert Image.
  4. In the source field, put the full public URL to your image file. The URL should look something similar to:

  5. Add a description if you would like, and put specific dimensions, as appropriate.
  6. Click OK, to save your image and you should see it in your signature block:

Postbox

The next set of fields do not pertain to the Neoserra email functionality, but rather these fields are useful when emailing from your default email application such as Microsoft Outlook or MacMail. If you send an email using your default email application, yet you want to save your email message as a counseling session, then you will need to send a blind copy of the message to the "postbox" email address shown on your personal preferences page:

Because Microsoft Outlook and MacMail do not track time and/or area of assistance you can set some defaults under your personal preferences. When an email message is sent from Outlook to a client email address that exists in the Neoserra database; AND you include your personal postbox email address in the BCC line, then this email message will be automatically added to the database as a counseling session with you default time and area of assistance.

A notification will appear in the message center letting you know that a counseling session was added:

The message center will appear right next to the calendar icon about 10 seconds after the message is sent. The message center is also used to notify counselors when a new client has been assigned to them (as shown above).



Want more? Browse our extensive list of Neoserra FAQs.