How to Configure User Details

How to Configure User Details

Each User will have key information which will be used in various ways in the system including merging their names, credentials, and other data onto letters.

To Configure User Details:

  1. Pull up the list of Users in the Contacts section in G5.
  2. Click on the name of the contact you are going to configure.
  3. Click the ellipses beside the User’s information.
  4. Choose Edit.
  5. Ensure all information is filled in with special attention to:
    1. First – The User’s first name which will be used in some merge fields.
    2. Last – The User’s last name which will be used in some merge fields.
    3. Affix – The User’s titles and credentials which will merge onto letters as the signatory’s details.
    4. Goes by – The User’s first or nickname which will be used in some merge fields.
    5. Dear – The User’s name as they want it to appear under their signature as the signatory’s name.
    6. Any other information you want to retain on your staff.
  6. Click OK at the top.

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