Table of Contents

Purpose Settings Alert Notifications Email Method Work Email Email Setup Use Work Email Use Email for eForms CC Email Address Signature Block Calendar Calendar View Sync Calendar Read-Only Share Calendar Link Calendar Link

Purpose

Users can individually set preferences to customize the TRUE experience. Select desired language, choose Dashboard, and select Alert notification settings. Add read only link for TRUE Go mobile phone users.

Settings

Various system settings pertaining to the user's account.

New Event Assign Select this option for when a new event is created by the user, TRUE will automatically assign the user’s username to the record.
New Lead Assign Choose this option for when a new lead is created by the user, TRUE will automatically assign the user’s username to the record.
Show Introduction Help Select this option to display the Introduction and Welcome screen upon login.
Disable Initial Search
  		Choose this option to disable the initial search when navigating to certain modules.
 

Note: Selecting the "Do not show this during login" option from the "Introduction & Welcome" screen upon initial login, will additionally turn this option off in the User Preferences.

 
Language Click this field to display the available language options in a drop down list. Selecting a language will set the chosen language in TRUE for the user. This requires a Google Translate API key to be set in Company Preferences. This feature only affects module, menu, and field label names in TRUE.
 

Note: This setting does not translate data that has been entered into text fields in TRUE.

 
Dashboard  Used to define the default dashboard to be viewed upon initial login. Additionally, when selecting the "Dashboard" button under the lightning bolt icon. Users choose other dashboards at any time if workflows or responsibilities are required to do so.
Record Limit  Click in the Record Load Limit to select from a drop down menu the limit of records that load at a time in certain modules. This may help improve performance.
Scan Method Choose the desired scan method. Set this method for use when scanning 1D barcodes and 2D QR codes.
Camera:  Use the camera option when on an Apple iOS device.
iLinea: Select this option when using and approved add-on from Infinite Peripherals (www.ipcmobile.com).
Manual: Choose this option when using a bluetooth scanner, USB scanner, or using a desktop computer.
Time Clock Method By default users will see the Time Clock whenever the lightning bolt symbol is chosen and the button “Time Clock” is pressed. As an option, users can be navigated to the Time Card or Time Review modules depending on the workflow they need.
Branding Users can choose their default eform header branding. If kept blank the company default will be used.
Work Ticket Type When set, navigating to Ticket module will preset filter based on field.
Map App Set iOS map preference. This will launch the selected application when navigating to an address from a mobile device.
Clear User Session Resets the forward and backward history in TRUE.

Alert Notifications

Users can choose to receive dashboard, email, and/or text alerts based on user permissions and preferences. Alerts will send based on individual user access permissions, Company Preferences settings indicated in the Alerts and other applicable sections, as well as events and reminder dates/times.  Alerts generate daily at the start of the business day and will update every 15 minutes for reminders and event notifications.

Email

 Email to be set for the user to receive alert notifications.

Method

Select in this field to choose from the available options for Alerts to be sent to:

Note: If an option for text messages is chosen, users must enter in their Mobile Number in the associated field to receive text messages. If an option for email is chosen, users must enter in their Email in the appropriate field.

 
  No Alert No alerts will be sent to the user and the alerts icon will not update.
  Dashboard Only Users will only receive alerts in TRUE.
  Email & Dashboard Users will receive alerts in TRUE and via email
  Text & Dashboard Users will receive alerts in TRUE and via text message.
  Email, Text & Dashboard Users will receive alerts in TRUE, via email, and via text message.

Work Email

Allows the user to enter a personal work email for the account. Additionally, the user can optionally choose to use this email as the default email utilized for email communications. 

For more information on email setup, refer to our Email Setup article below

Email Setup

Purpose

The email setup module allows users to configure email settings to send eForms via email from within TRUE.  This is also commonly used for sending client notifications. Two configuration options are available: Company Email and Work Email

Company Email Configuration

A general company email can be set up for all users to send from.  Many companies choose to use this option to ensure all email correspondence comes from a single email address and all replies are sent back to the same email address.  This will become the user's default address unless a “Personal Email” is set for specific users.

Set Up Company Email

  1. Navigate to the "⚙️" gear icon and select "Company Preferences".
  2. Scroll down to the “Company Email” section. 
  3. Click the red “ Setup ” button on the right side of the screen and follow the on-screen instructions.
  4. TRUE will attempt to open a new browser tab/window. Please ensure pop-up blockers have been disabled to use this feature. 
  5. Please ensure TRUE is granted all the required access when prompted. 
  6. Once these steps have been completed successfully, a green “ Configured ” button will appear where the “ Setup ” button previously appeared. 

How to Bypass Send Confirmation?

By default, when an email is sent out of TRUE, the user will receive a notification confirming that an email was sent successfully or if it failed. 

  1. To access this feature, navigate to the "⚙️" icon and select “Company Preferences”
  2. Scroll down to the “Company Email” section
  3. Check/uncheck the box next to "Bypass Send Configuration" 
  4. If this feature is enabled, TRUE will ignore this notification entirely.

Work Email Configuration

A work email is associated with a specific user to send from. 

  • Only one user can send from this email address. 
  • Many companies choose to use this option to ensure that all emails sent will use a different email address than the Company Email. 
  • Some users can have “Personal Email” turned on, while others will default to the “Company Email” settings. 

How to Set Up Work Email?

  1. Navigate to the "Settings" menu and select "User Preferences".
  2. Scroll down to the “Work Email” section.
  3. Toggle on the “Use Work Email” option.
  4. Click the red “ Setup ” button on the right side of the screen and follow the on-screen instructions. 

    Warning: If users do not grant access to each listed option, this feature will not work within TRUE.

     
  5. Once these steps have been successfully completed, a green “ Configured ” button will appear where the “ Setup ” button appeared previously.

What is "Use Email for eForms CC"?

This will automatically set the CC field of the eForm with the user's email. This is used if a user would like to automatically send a copy of the emailed eForm when sent in TRUE.

  1. To access this feature, navigate to the "⚙️" icon
  2. Select “User Preferences,”
  3. Scroll down to the “Work Email” section
  4. Check/uncheck the box next to "Use Email for eForms CC" 

Setting up Signature Block

This allows users to add a signature block to the end of their email messages. This is simply a block of text that can contain the contact information of the user.

Note: This is only used when a user checks the “Signature Block” feature when sending an eForm. 

 

How to Add Images to the Signature Block

To add an image such as a logo to the user's signature block, users can follow these steps:

  1. Navigate to the Quick Action "lightning bolt" icon and select Files.
  2. Click the "+" icon and drag and drop, or select the "Choose" option to upload the image of the company logo.
  3. Select the green "Upload" button.
  4. On the top right-hand side of the user's screen, select the icon.
  5. Choose the "Open" option. If the "Secure" option is selected, the image will expire after 7 days.
  6. Copy the URL of the image and select "OK".
  7. Users can do this by using the keyboard command "Command + C" (Mac users), or "Control + C" (Windows).
  8. Navigate back to Company Preferences (Or User Preferences) to the "Company Email" section and locate the signature block.
  9. Select the icon and paste the link the user copied from the Files module into the "Source" field.
  10. Select "Save", and adjust the size to the user's liking.

How to Re-authenticate Email (Troubleshooting)?

Websites and programs like email will periodically, and seemingly at random, have you re-enter your login credentials for security reasons. This is not something we can control. When this occurs, the user may receive an error message when attempting to utilize the "Email" feature to send out proposals such as “could not verify access credentials”. To resolve this, the user will need to re-authenticate their email within the affected email, found in either "Company Preferences" or "User Preferences". 

“Company Email”

  1. Select the "⚙️" icon in the top right corner of TRUE and choose "Company Preferences".
  2. Locate the "Company Email" section and select the green “ Configured ” button.
  3. Click the "Clear" button to disconnect your email.
  4. Select the "Configure" button to re-enter your email password.

“Work Email”

  1. Select the "⚙️" icon in the top right corner of TRUE and choose "User Preferences".
  2. Locate the "Work Email" section and select the green “ Configured ” button.
  3. Click the "Clear" button to disconnect your email.
  4. Select the "Configure" button to re-enter your email password.

 

 
 

Use Work Email

 When emailing eForms form within TRUE, this email will be used by default instead of the Company Preferences default.

Use Email for eForms CC

 This will automatically set the CC field of the eForm with the user's email. This is used if a user would like to automatically send a copy of the emailed eForm when sent in TRUE.

Email Address

 This field will display the configured Email address.

Signature Block

 This allows users to add a signature block to the end of their email messages. This is simply a block of text that can contain contact information of the user. For more information on how to add images to your signature block, you can refer to the article here.

Calendar

Calendar settings are based on the user. 

Calendar View

 Select in this field to choose the default type of Calendar source. Choose between the following options:
  Events Calendar type for all internal meetings, deadlines, training, reminders.
  Schedules Calendar type used for all Quote or Job related scheduling.
  Bidders Calendar type used to track Bid due dates.

Sync Calendar

 Perform a one-way sync to a Calendar outside of TRUE of your choice. Once configured, this feature will send all related, resourced events and schedules to the user's linked Calendar.
When a user is a TRUE Go (Phone Only) user type, the default calendar URL is stored here. When the Calendar button is chosen in the lightning bolt/quick actions menu this is the calendar that will also load.

Direct link to the user's Calendar. Bookmark or save this link to your web browser for easy access to your Calendar account. This does not require the user to log in, nor does this link expire.

Note: Only one user per link. 

 

 


 

 

 

 

 

 

 

 

 

 

 

Related Articles

TRUE Limited User

Purpose Provide limited access to TRUE for field and shop workers who need more f...