Preferences
Preferences allow you to select the functions that best support your workflows.
Access Preferences
Open Your Account. Then select Preferences from the left menu.
General
Remember my module grid layout settings will store all of your selected columns, items per page, and groups.
Remember my module grid search settings will store your grid search settings so the results in the grid will always match your search criteria. This setting is unchecked by default.
Pin module grid headers when scrolling will keep headers in place while you browse through rows.
Default module allows you to select a module that will appear when you first open Quadra. If nothing is selected, then either the last chosen module or the default module assigned by the client will appear.
Notes
Email me when notes I assign are completed and Email me when my follow-up notes are overdue will send a message to your inbox alerting you to these status changes.
Reports
Use main contact information for account (email/fax number) as the default option when sharing will automatically include the main contact info as the recipient email or fax when sharing a report. The main contact information is found under Account Details.