Personalisation
The Personalisation tab lives under Settings in both the web app and the desktop app. It is your private space for adjusting how the app behaves for you.
Open the tab
- Open Settings in the sidebar.
- Pick Personalisation. The page heading reads Personalization.
What you can adjust
The tab is divided into sections.
- Account — open Change Username to update the username you use to log in. Your current password is required.
- Appearance — toggle Dark Mode on or off for eye comfort. This works in both the web app and the desktop app. The desktop app additionally exposes Disable Sidebar, Auto Hide Titlebar, and Low Performance Mode in the same section — those are not shown in the browser version because they only affect the desktop shell.
- Notifications — open Notification Preferences to choose how each notification event reaches you (the four modes are Enabled / In App / Silent / None), and Notification History to browse past notifications, jump to the related screen, mark them read, or clear the list. See Notifications for the full guide.
- Dashboard — pick the Default Date Range the dashboard opens on. The five presets are Current Month, Past 30 Days, This Year, This Financial Year, and Last 365 Days. The default for existing users is This Financial Year. You can still pick a different window from the date pickers at the top of the dashboard — this preset is only applied the next time you open the dashboard.
- RFQ Cart — appears only if you are allowed to send enquiries to suppliers. Set a Default Closing Date as a number of days. When you press Send Enquiry on the RFQ Cart and no closing date has been set, a date picker pops up pre-filled with this many days from the moment you send — so the deadline is always measured from when the RFQ actually goes out, never frozen to when you first opened the cart. You can adjust the date there before sending, or set this value to 0 to turn the prompt off. The field saves on its own as you type; there is no Save button.
- Enquiry — appears only if you are allowed to create, queue, or send quotations. Open Quotation Columns to set which columns appear in the PDF quotation by default. One of these is Tax — tick it to show each line's GST rate and a per-unit rate after tax (with totals shown inclusive of tax). The PO Columns option does the same for the Purchase Order PDF. These are only the starting defaults; you can still override the columns on any individual quotation or PO at send time.
Update notification preferences
- Open the Notifications section.
- Open Notification Preferences.
- Pick the relevant tab (General, Enquiry, etc.). Only events you have permission to act on appear.
- Pick a mode from the row's dropdown. Changes save automatically — there is no Save button.
To review what came in (and tap into the related screen), open Notification History from the same section. The four modes and how the mobile push works are explained in detail under Notifications.
Common questions
Why don't I see the Disable Sidebar, Auto Hide Titlebar, or Low Performance Mode toggles?
Those three only apply to the desktop app's window shell and are hidden in the web app. Open the desktop app to use them.
Why can't I see Enquiry in this tab?
The Enquiry section appears only if you have permission to create, queue, or send quotations. Without those permissions there is nothing for it to configure.
A date picker pops up when I send an RFQ — why?
You have a Default Closing Date set under the RFQ Cart section of this tab. Whenever you send an RFQ that has no closing date yet, the app asks you to confirm one — pre-filled to that many days from the moment you send. Adjust it and send, or set the personalisation value to 0 to stop the prompt.
Can my administrator change my personalisation settings?
No — these are personal to you. Administrators control firm-wide defaults under Firm Customisation — see Firm customisation.