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11.7. Virtuoso Settings

Introduction to Virtuoso Settings

There are a handful of settings that will help you customize Virtuoso.  Some of these are global settings (which will affect all users), and others are user-based and will only be applied to the user.

Video: Virtuoso Settings

To access Virtuoso Settings:

Right click on the Virtuoso icon in your System Tray and choose "Settings"

The Virtuoso Settings window will open.  There are two tabs for this setting:

Virtuoso Settings

Global Settings on this tab:

Change License

User Settings on this tab:

Palette Location

Small Icons

Show Palette Bar only if the following keys are pressed

Generate Logs

Contact Management

Global Settings on this tab:

Global Default Contact Manager

User Settings on this tab:

Use a different Contact Manager for this user

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer. Meaning, Virtuoso will only "see" your browser based CRM if you are running it in IE.

Contact Management Software

Virtuoso references Worldox Find Templates which can contain a special code which references your contact management software.  In order to reference a particular contact management software, Virtuoso must know which CMS to use.

Note: For those using Internet Browser based CRMs --> Virtuoso is currently only compatible with Internet Explorer. Meaning, Virtuoso will only "see" your browser based CRM if you are running it in IE.

Global Contact Management Software

To set the contact management software for all users:

  • Right-click on the Virtuoso icon in your System Tray and select "Settings"
  • In the Virtuoso Settings window, select the Contact Management tab
  • Select the "Change" button
  • The "Choose Contact Manager" window will open
  • Select your contact management software from the drop down menu
  • Select OK
  • Select "Yes" to the confirmation dialog

Note:  This is a global setting and will affect ALL users.  You do not have to change this setting on each user's workstation!

 

If you use Microsoft Dynamics CRM (not Tamarac's Advisor CRM), there is one additional setup step required.  Please visit Configure Virtuoso to Work with Microsoft Dynamics CRM for further instructions.

 

Per-User Contact Management Software

You may have users that do not want to initiate their searches based on the contact they are on in their CRM, or who use a different CRM than the rest of the firm.  Users can opt to have a different contact management software than the global setting.  This setting is set on a per-user basis.

To set the contact management software to be a different CRM from the global setting:

  • Open the Virtuoso Settings window, and select the Contact Management tab
  • Check the "Use a different Contact Manager for this user" check box
  • Select the contact management software you would like to use (if you don't want Virtuoso to link to the CRM at all, choose "None"
  • Select "OK"

Note:  This setting is tied to the Virtuoso user and must be changed on a per user basis, as needed.

Change Client Code for Current Contact

You may have inadvertently selected the wrong contact code when selecting a Launcher Button for the first time, or perhaps you need to change the Contact Code that is associated with a particular contact in your CRM due to a name change (marriage, divorce, etc).

View Current Contact

To view the Current Contact from your CRM, from the Virtuoso Settings window, select "View Current Contact info..."

The Adjust Current Contact window will open:

Here you can see the Current Contact information, including the name of the contact and the code.

Adjust Contact Code

To adjust the contact code, you have some options:

Clear Contact Code - This will clear the current contact's code.  The next time you select a Launcher Button when on that client's contact record, you will be prompted to select the code from the table.  You do not need to know the new code to adjust it using this method

Change Code to - This will change the code to whatever value you place in the Change code to field

 

 

Change Location of Palette on your Monitor(s)

Some users prefer Virtuoso's Palettes to be located on the right side of their right most monitor, while others prefer the left side of their left most monitor.  This is a per-user setting, and each user can have it configured based on their preference.  By default, Virtuoso's Palettes will be located on the left side of the left-most monitor.

To change this to the right side of the right-most monitor:

In the Virtuoso Settings, Virtuoso tab, select the "Right" radio button

Click OK

View Small or Large Launcher Buttons

Some users prefer to see smaller Launcher Buttons on their Virtuoso Palettes while others choose to view larger icons.  This is a per-user setting, and each user can have this configured based on their preference.  By default, Virtuoso will show large icons.

Here is an example of Virtuoso with large icons:

Here is an example of Virtuoso with small icons:

As you can see, you can view more Launcher Buttons on a palette if you opt to use small icons, but the icons themselves are more visually appealing if you view them larger.

To view small icons:

From the Virtuoso Settings window's Virtuoso tab, select the check box next to Use Small Icons

Select OK

Virtuoso Keys

Some users prefer Virtuoso's Palettes to be located on the right side of their right most monitor, while others prefer the left side of their left most monitor.  This is a per-user setting, and each user can have it configured based on their preference.  By default, Virtuoso's Palettes will be located on the left side of the left-most monitor.

To change this to the right side of the right-most monitor:

In the Virtuoso Settings, Virtuoso tab, select the "Right" radio button

Click OK

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