How to...

You can establish your own settings for date and number formats, set activity reminders, and more.

Related Topics:

  • Connect to Kona Business
    If your firm has implemented integration of DPS with Kona Business, use the My Preferences dialog box to connect to Kona Business.
  • Connect to GovWin IQ
    If your firm has implemented integration with GovWin IQ, use the My Preferences dialog box to connect to GovWin IQ from DPS.
  • Change Your Password
    Passwords help ensure system security. You can change your password to ensure system security when needed.
  • Set Date and Number Formats
    You can specify your own formats for dates and numeric fields.
  • Set Reminder Preferences
    You can create preferences for how you receive reminders for your scheduled activities. These reminders can occur via email or a pop-up alert.
  • Delegate Approvals
    You can assign another person, called a delegate, to temporarily perform approvals, such as approving invoices or timesheets, in your absence.
  • Set Default Qualified Status and Country
    You can specify defaults for qualifying contacts and for the country that displays when you create a new record in the Opportunities, Firms, Contacts, or Projects hubs.
  • Set Startup Preferences
    You can choose the startup page that displays when you launch DPS.
  • Upload a Personal Photograph or Other Image
    You can upload a photograph of yourself or another personal image to display on the My Preferences dialog box. You can also select an image from the library of images that is supplied with DPS.
Parent Topic: Setting Up Preferences