5.7. Quick Guide to Fusion Settings

Transcription

1 5.7 Quick Guide to Fusion Settings

2 Quick Guide to Fusion Settings Fusion 5.7 This publication may not be reproduced, in whole or in part, in any form or by any electronic, manual, or other method now known or subsequently invented, without the express written permission of CoreLogic. CoreLogic reserves the right to change information in this document without notice. All screen captures are representations only. The actual screen design and system functionality may vary depending on the specific configuration of the CoreLogic software. ii

3 Quick Guide to Fusion Settings Fusion 5.7 Table of Contents Global Settings Preferences... 1 Auto-notification Defaults... 2 My Images... 2 Office Images... 3 Answer Secret Questions... 3 Change Password... 4 Search & Report Defaults... 4 iii

4 Quick Guide to Fusion Settings Fusion 5.7 iv

5 Quick Guide to Fusion Settings Fusion 5.7 Global Settings NOTE: Global Settings may vary from board to board and user class. Features are subject to availability for your system. Global settings enable you to set time-saving defaults and customize Fusion to suit your business needs. You can access Fusion settings from the Settings link at the top of the screen; move your cursor over the link to open the Preferences Your preferences are applied by default to all s sent from Fusion. Your Address To edit your primary address: 2. Select Preferences to open the preferences screen. 3. Make any desired changes to the Primary address or Pager/ Cellular settings. Receiving Copies of s To receive a copy of s you send from Fusion: 2. Select Preferences to open the preferences screen. 3. Select the Send me a copy check box. Signature To set your signature: 2. Select Preferences to open the preferences screen. 1

6 Quick Guide to Fusion Settings Fusion Compose your signature in the Signature box. You can format your signature with the text editor tools. Auto-notification Defaults You can specify default auto-notification settings that will be applied automatically to a prospect search when you create it. To specify default auto-notification settings: 1. Move your cursor over the Settings link at the top of the screen to dis- play the 2. Select Auto-Notification Defaults to open the auto-notification default settings screen. 3. Edit the default settings, frequency, contact and agent notification as desired. Related Topics: For more information on Auto-notifications, please refer to the Fusion Prospecting Guide. My Images The image library lets you manage custom photos and logos for display on your contact website and custom reports. To add an image 1. Move your cursor over the Settings link at the top of the screen to display the 2. Select My Images to open the image manager. 3. To add a new image, click the Add New Image button. 4. Select an Image File from your computer. 5. Once the image has finished loading, click the Save button. 6. Click the Close button. To remove an image 2. Select My Images to open the image manager. 3. To delete an image, click the Delete button under the image that you wish to remove. 4. Select the new Image File from your computer. 2

7 Quick Guide to Fusion Settings Fusion Once the image has finished loading, click the Save button. 6. Click the Close button. To change an image 2. Select My Images to open the image manager. 3. To change an image, click the Edit button under the image that you wish to replace. 4. To Edit an image 5. Click the Save button. 6. Click the Close button. Office Images Depending on your level of authorization, you can manage office photos and logos for use on office users contact websites and custom reports. Note: Availability based on your system user class. To add, change, and remove office images: 2. Select Office Images to open the office image manager. 3. Add, remove or replace images in a similar fashion to My Images. 5. Click the Close button. Answer Secret Questions If available for your board s Fusion system, Fusion provides a feature that lets you change your secret questions any time you want. The answers you provide for your secret questions are used to support the Forgot My Password functionality. To answer secret questions: 2. Select Answer Secret Questions to open the secret question manager. 3. Type your answers in the fields provided. You can change the question by click on the Get New Question link. 3

8 Quick Guide to Fusion Settings Fusion 5.7 Change Password If available for your board s Fusion system, Fusion provides a feature that lets you change your login password any time you want. To change your password: 1. Move your cursor over the Settings link at the top of the screen to display the 2. Select Change Password to open the secret question manager. 3. Type your current password and new password in the fields provided. Search & Report Defaults To make it easy to quickly view your favorite searches and reports, you can maintain a list of search templates and reports you use most often. A different list of searches and reports can be set up for each property type. To set search and report defaults: 1. Move your cursor over the Settings link at the top of the screen to display the 2. Select Search & Reports Defaults to open the secret question manager. 3. Select a property type from the pull-down list at the top. 4. Select the searches and reports to set as defaults. 5. Repeat steps for different property types. 6. Click the Save button. 4

9 Notes Quick Guide to Fusion Settings Fusion 5.7 5

10 Quick Guide to Fusion Settings Fusion CoreLogic, Inc. All rights reserved. CORELOGIC, the CoreLogic logo, and FUSION are trademarks of CoreLogic, Inc. and/or its subsidiaries. 23-FSNGS corelogic.com