Customize

The Customize menu allows the Administrator to brand the application where system banners can be replaced with the appropriate organizational banners. Graphics included should be . PNG images. The Application Banner should be 250 x 60 pixels and all other banners should be 500 x 60 pixels.
  

Adding a Customized Banner

To add a customized banner:

1. Select Setup>Customize 

   Banner Type	Displayed
   Application	Visible on the Log in page of the system.
   User	Visible in the portals for Supervisor, Technician, Administrator, Partner, Finance and Manager Users
   Public/Email	Displayed on public portals for Knowledge, Outages, Surveys and Forums. This banner is also included in emails when the Setup>Email>Setup option of Include Banner is set to Yes.
   Customer	Visible in the Customer Portal.   Banners for Partner Organizations can be uploaded in the Banners tab of the User>Partner Organization screen. This will override the system Customer Portal banner for Customers associated with the Partner Organization.

2. To use Custom Banners, select the Use Custom checkbox at the top of the Customize Banners screen
   
   
    

3. To upload a new banner, click New
   A window with a browse function appears.
   
   

4.  Browse to the location of the image and click  
   The image will be uploaded.

5. Repeat the process until all banners have been replaced

6. Click Save.

5. When the Purchase Orders functionality is enabled within the Setup>Billing tab, the option to upload a logo that will be used for system generated POs is displayed. The graphic should be saved as 150x150 PNG file.

Portals Tab

All Public Access home page messages can be fully customized under the Portals tab. Links to documents and downloads may be added. The home page messages can be customized for:

• Alerts

• Forums

• Knowledge Base

• Login Page

• Public Outages

• Planned Outages

• Surveys

• Customer Portal welcome message.

• Outage Home and Planned Home Messages apply in Service Manager only.

To customize a Public Access message:

1. Select Setup > Customize

2. Click the Portals tab
   
   

3. Select the Name hyperlink
   The HTML editor appears.
   
   

4. Edit the message as required

5. Click Save.

Cascading Style Sheets

The system can be further customized using cascading style sheets (CSSs) to amend:

• Color

• Fonts

• Tabs

• Graphics.

See: CSS Tab.