Customize Home

This option allows you to customize the Home screen for each employee.

1. From the Home screen, do one of the following:
   
   
   • Click Configure on the navigation panel.
   • Click the down arrow next to Home on the menubar and select Configure.
   • Click Areas > Configure on the menubar.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Configure.
   • Click Home > Configure on the menubar. The Configure screen displays.

2. Click User Options > Customize Homebase on the navigation panel. The Customize Homebase frame displays to the right of the navigation panel.

3. Enter the lookup code of the Employee to edit, or click the lookup button to look up the correct employee.
   
   Note: If you are not an Enterprise Admin, the employees to edit may be restricted to your own login or to employees with whom you have a relationship defined in employee detail, depending on your security permissions.

   1. Select an employee from the list. To narrow the list of Available Employees, use the filter above the list.
      
      
      
      These are the choices in the first dropdown menu:
      
      • Lookup Code
      • Name
      • Department
      • Job Title
      
      The following choices are available in the second dropdown menu:
      
      • Equals: Enter the search criterion (e.g., the full name or department) in the field to the right. Click Find.
      • Contains: Enter at least one letter of the search criterion (e.g., part of the full name or department) in the field to the right. Click Find.
   2. Select the employee you want to edit.
   3. Click Finish.

The screen contains the following tabs:

• Display

  In the Areas to Display section, select the checkbox beside each area that should display on the selected employee's Home screen.

  The Market Appetite Search option is only applicable to users in the United States.

  The Market Appetite Search checkbox displays or hides the following options for the selected employee:

  • The Appetite options bar button on the Home screen and in client accounts
  • The Market Appetite sidebar in the Policies and Policy Marketing areas
  • The Market Appetite button in Renewals Manager
• Activities

  Note: Select the Activities checkbox on the Display tab to activate Activities tab items.

  1. Select a Default view for the selected employee's activities.

     • All Open Activities: Displays all open activities we follow-up dates fall within the date range defined for the list.

     • Urgent Open Activities: Displays all open activities with a Priority of Urgent whose follow-up dates fall within the date range defined for the list.

     • Open Unscheduled Activities Only: Displays all open activities that do not have follow-up dates/times specified.

     • Calendar: Displays a calendar that includes all activity follow-up dates and times.

  2. If you selected any Default view other than Calendar, select a List View Option:

  3. • All open activities through today, plus ___ Days: If you select this option, enter the number of days.

     • Today's open activities

     • Selected date range: If you select this option, specify a From and Through date.

     • Exclude activities owned by work groups

  3. If you selected Calendar as the Default view, choose a Calendar View Option:

  1. • Single day

     • Week

     • Month

  4. In the Specific Activities section, specify whether the employee's Home screen should show All or Selected activities. If you choose Selected, select the appropriate option in the dropdown menu.

  To add an activity code/category to display on the employee's Home screen, click the Add button to the left of the list. Enter all of part of the code or category and click Locate. Click to highlight the correct code or category and click Finish.

  To remove an activity code/category from the list, select the code/category and click the Delete button or press [Delete] on your keyboard.

• Report Quick View

  Note: Select the Report Quick View checkbox on the Display tab to activate Report Quick View tab items.

  The selected employee's Report Quick View links display in the list. To move a link up or down in the list, click on the item and then click the up arrow or down arrow .

  To remove an item from the employee's Report Quick View area, click on the item and then click the Delete button or press [Delete] on your keyboard.

  In order for Report Quick View items to display here, they must first be assigned to the selected user in the Reports/Marketing area. See Deliver Report as Report Quick View.

• Notifications

  Note: Select the Notifications checkbox on the Display tab to activate Notifications tab items.

  1. Select a number in the From the past ___ days dropdown menu.

  2. Select the types of notifications to display on the employee's Home screen:
     

  1. • Activity reminders
     • Barcode Notifications
     • Email Failures

  Note: For an activity reminder to display on the user's Home screen, the activity's detail must include a follow-up date and time, end date and time, and reminder date and time.

• New/Waiting

  Note: Select the New/Waiting checkbox on the Display tab to activate New/Waiting tab items.

  Select the types of new/waiting items to display on the employee's Home screen:

  • Unrouted attachments: Unrouted attachments assigned to this employee.
  • Unrouted faxes: Unrouted faxes assigned to this employee.
  • General unrouted faxes: All unrouted faxes in the system. This option might not display, depending on the employee's security access.
  • Suspended workflows: The number of suspended myEpic workflows assigned to this employee
  • Others' Workflow Count: The number of myEpic workflows assigned to other users
  • Unrouted SMS: Unrouted SMS messages sent to a phone number assigned to this employee
  • Unrouted Emails: Email messages sent to generic or shared email addresses assigned to this employee or to a work group to which the employee belongs.
  • Open Leads: The count of open leads that this employee can access in Leads Inbox.

4. Click Finish to complete the workflow. The next time the employee logs in, their Home screen will reflect the changes you have made.