Customising Your Settings

This global settings allow you to manage items for the entire platform

This setting allows you to edit items pertaining to the widget only

Settings

Manage alerts pertaining to orders made on the web

Manage the frequency of the alerts sent to your email and change your alert email address here. Please note that this will not change your email for communications with the bank

Settings - Backing Up Customised Pages

Settings for the customised pages you created can be managed here

Backing up your pages
Use this function to export all customised pages under 'My Page' to another computer. Files will be saved under [yourfilename].json

Backing up your pages
Click on 'Import' and locate your file, [yourfilename].json, to reload the pages that you have created

Settings for Quotes Page

To customise settings for your Quotes page, click on the settings icon on quotes and select "Template".

Customise your Quotes page by adding/removing the fields that you wish to see

Freeze the columns on your left so you can still view them as you scroll to the right

Move the fields to the Top, Bottom or Up/Down by one level