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XTRF Home Portal Modules

Preferences tab (Client contact persons)

In this tab, you can set data format preferences for a contact person if they differ from those for the client (see the System Accounts subtab (Clients) section.

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  • With the radio button, switch between the Main Account Values and User-defined Values columns.

  • After switching to the User-defined Values column, you will be able to set new formats according to this user’s preferences.

  • In the Format Previews column, you can check how the data will be presented to this user.

  • Click the advanced button to open additional fields.