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Portfolio Manager Help
Configure General System Options
Use the General tab on the Options window to specify general system settings. Consult with Latitude by Genesys Support before modifying these settings.
To configure general system options
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In the menu bar, click Tools > Options.
Email Server: Address of the email server (for example, mail.companyname.com).
From Address: Email address to display as the sender.
Administrator Email: Administrator's email address.
Test Email: If you modify the email settings, click this option to verify that the settings are correct.
Report Server: Address of the report server.
DB Reports Starting Folder: Path to the report storage location.
Excel Template: Template to use when creating invoices. Templates you imported using the Excel Template Manager tool appear in this list box.
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Complete the information and then click OK.