How can I choose Interface Preferences? Follow

You can set the interface preferences, such as table display settings, auto-redirection settings, and set your default homepage. 

You can follow the steps below to open the Interface Preferences options:

• Click on the Profile Icon.
• Click on Go to my Account.
• Click on Interface Preferences.

Topics Covered:

• Table Display Preferences
• Auto Redirection Setting
• Set your Default Homepage

Table Display Preferences

You can set your preferred appearance for record lists, reports, and dashboard tables. The Individual views and tables can override these defaults. Your preferences won't change how teammates see shared tables.

• Wrap text in record lists: Show longer values across multiple lines in all record lists.
• Wrap text in report tables: Read longer values without widening report columns.
• Wrap text in dashboard tables: Wrap text inside table widgets on your dashboards.
• Wrap column headers: Show long column names across multiple lines, independently of cell text.
• Maximum text lines: You can select the maximum number of lines shown in the field.
• Alternate row colors: Add subtle shading to every other row to make wide tables easier to follow.

Auto Redirection Setting

These options let you choose whether you want to get redirected to a newly created record or remain on the same screen from where records have been created. 

E.g., if you create a new Deal from the deal board view, then you should be redirected to the deal's details page, or you should remain on the board view only.

• Navigate to your Profile Icon in the top right corner.
• Select Go to My Account 
• Select Interface Preferences
• Enable the Modules for which you want to set this up.
• Click on Update.

Set your Default Homepage

You can choose the default home page where you want to land when you log in to Salesmate.