http://www.cBizSoft.com cBizOne
Overview | Contents

Options:

On the Tools menu, click Options to show the Options window. Options window has the following tabs:

Options in My Record Tab

  1. Enter information about you, which will be used to build the 'VCF' card for outgoing mails.
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Options in General Tab

  1. Database Options:  You can choose MS Access or SQL Server database option. If you choose MS Access as your Database, it  will set cBizOne.mdb as your default database. If you choose SQL Server, you will need to enter a DSN Name in the Database box. 
  2. Hosted/Remote Database: If you are accessing the cBizOne database (SQL Server)  remotely, you can check the Hosted/Remote Database box for load-on-demand for optimal remote speed and performance.
  3. cBizOne Data Folder: If you prefer to share data (Contacts, Consultants, etc.) with multiple users on your network, you may move this folder to a shared network folder and set all users to point to this folder.  Otherwise, the given default is recommended.
  4. Employee Resumes Folder: This is the default folder for the Resumes of consultants who are your employees.  You can overwrite this value for any given consultant.
  5. Non-Employee Resumes Folder: This is the default folder for the Resumes of consultants who are NOT your employees.  You can overwrite this value for any given consultant.
  6. Archived Employee Resumes Folder: This is the default folder for the Resumes of consultants who are archived (Consultants who do not work for you anymore).  You can overwrite this value for any given consultant.
  7. Documents Folders:  This is the default folder for the Documents attached to any Entity.  You can overwrite this value for any given entity.
  8. Resumes Folder - WEB: While composing the 'Hotlist', cBizOne automatically inserts WEB Resume Links into the 'Hotlist' if you specify the location of resumes on the WEB.  This is optional.
  9. Auto Login: By checking Auto Login, cBizOne will automatically open when you launch it.  If this box is unchecked, you will need to click login from the launch screen.
  10. Start Folder: This drop down box allows you to select the folder that will load on default when you open cBizOne.  Choose from Companies, Contacts, Consultants, Requirements and Calendar.
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Options in EMail Tab

SetUp

  1. Outgoing Mail Server (SMTP):  Enter the name of your SMTP server.
  2. Username / Password: If your SMTP server requires authentication, enter Username and Password.  Normally these will be blank.
  3. Reply Address: You can control where the mail will be 'Replied-To', if the receiver of your mail 'Hits' the 'Reply' button.
  4. Your EMail Name: Enter your EMail Identity, for example: "Kris, cBizSoft"
  5. EMail Signature: This is the default signature for all mail types (Plain Mail, Hotlist Mail, Resume Mail and Reqlist Mail).  You can create and assign the default signature for each type of mail.
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Advanced

  1. Accounts/Identities: You can create new or modify existing accounts.
  2. Default Salutation for EMail:  When sending personalized mail, you can customize the salutation for addressing your Contacts and Consultants.
  3. VCard Name: The name entered here will be used as the attachment name when sending a VCard.   
  4. When Sending Bulk Mail...: When sending 'Bulk Mail' to your contacts, you can control how many contacts will be in the BCC for each mail.   
  5. Spell Check Mail...:  Automatically check spelling before sending the mail.
  6. Disable “Powered By” Logo in Mails: This feature is only available to paid customers.  By clicking this box, you can remove the “Powered By” logo at the bottom of your sent email.
  7. When sending mail, show Icons in System tray:  If checked, it will show email Icons in the system tray when sending emails.
  8. Automatically CC to Email2: By clicking this box, you will not only send email to the primary email address, but also any email address entered in the Email2 field.
  9. Test Mode: This is a very useful feature when you are 'test driving the application'.  If you turn the Test Mode On (checked), all the mails you send will be received by you instead of the recipient(s). 
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Plain Mail Tab, Resume Mail Tab, Hotlist Mail Tab, Reqlist Mail Tab

Since there are four kinds of mails in our industry, cBizOne allows you to customize each type of mail.  You can set the following defaults for each type of mail.

  1. Footnotes:  You can enter any text in this, which will be automatically added at the end of the given type of mail.  For example, you may want to enter 'Anti-SPAM Disclaimer' in the Footnotes of the Hotlist Mail Tab.
  2. The Mail Tab and Resume Mail Tab contain check boxes for Request Read Receipt and Request Delivery Receipt.
  3. The Resume Mail Tab also contains a check box to automatically Attach Resumes when sending Resume Mail.  If checked, you will not have to manually attach a resume when making a submittal.
  4. The Hotlist Mail Tab includes a Subject box where you can enter a default subject line, which will show in Hotlist Email window.
  5. In the Hotlist Mail Tab checking Post Consultants to Web sites when sending Hotlist, will automatically enable you to post your Consultants to our partner web sites when you send a Hotlist Email.
  6. The Reqlist Mail Tab includes a Subject box where you can enter a default subject line, which will show in Reqlist Email window.
  7. In the Reqlist Mail Tab checking Allow sending Reqlist to Consultants, will enable Reqlist choice in Email Menu in the consultant’s folder.
  8. In the Reqlist Mail Tab checking Post Requirements to Web sites when sending Reqlist, will automatically enable you to post your Requirements to our partner web sites when you send a Reqlist Email.

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Options in Calendar Tab

  1. Default Reminder:  Turn this on (checked), if you want the application to automatically set a reminder every time you create an appointment.
  2. Work Start Time / Work End Time:  Your work start and end time.  Used to shade the non-working hours in the calendar.
  3. First Day of Week: You can customize the calendar to display the first day of week.
  4. Default Snooze: You can set your default snooze time from the drop down menu.
  5. Share Calendar: Check the option of 'Show other user's items in my calendar' to see other user's calendar items.
  6. Auto Reminders: Birthday, Availability, Visa Expiry, Employment Anniversary, Salary Review etc: You can choose to remind automatically, and how many days ahead to remind, for the events of your Contact, Consultants.
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