Univex NeatDesk Modifying a Column or Field Name, Understanding and Modifying the User Profile

•Alternatively, to auto-resize the column to its default width, again position the cursor on the line between two column headings, and when you get the double-arrow cursor, just double-click with your mouse to auto-resize it.

Modifying a Column or Field Name

If the default column or field name is not specific enough for your needs, you can modify it by doing the following:

1.From the Toolbar, choose Personalize > Column/Field Names.

2.Under the Step 1: Select a Column or Field Name heading, select the field name you want to change.

3.Under the Step 2: Edit the Column or Field Name heading, click the Use Custom Name radio button.

4.Type the new field name in the Use Custom Name field.

5.Click OK. NeatWorks must be restarted for the change(s) to take effect.

Understanding and Modifying the User Profile

When you started the NeatWorks program for the first time, you were prompted to provide your first and last name. That information was used to create a basic default User Profile. You can edit this existing profile to include additional or changed information.

Modifying the User Profile

1.From the Toobar , choose Personalize > User. The Personalize dialog box opens, with the User tab selected (pictured below).

2.Modify the User Profile fields as desired, keeping in mind the following:

•To hide a field, click the checkbox next to it to remove the checkmark.

•To include a field, click the checkbox next to it to add the checkmark.

3.In the Personalize dialog box, click on OK to apply the changes and close the dialog box.

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