Customize Marketing Operations
You can customize the Marketing OperationsDistributed Marketing interface to meet your needs. Customization settings are available in Marketing OperationsDistributed Marketing when you click Settings or Settings > Marketing OperationsDistributed Marketing Settings.
The following table describes what you can customize.
| Option | Description |
|---|---|
| Set current page as Home | Set the current page to display automatically as soon as you log in to Marketing OperationsDistributed Marketing. |
| Basic Settings | Set the security policy to apply to new items by default. |
| Timezone | Choose your local timezone. |
| Assets Options | Define the asset list to show by default. |
| Approvals Options | Define the approval list to show by default. |
| Projects Options | Define the project list and view to show by default for projects. |
| Tasks Options | Define the task list and view to show by default for tasks. |
| Operational Analytics Options | Set a default report to display when you go to the Analytics > Operational Analytics page, and set the Analytics home page as your login page. |
| Instances Options | Customize your default view of Lists, On-demand Campaigns, and Corporate Campaigns. |
| Calendar/Timeline Settings | Select options to customize how you view the calendar and task milestones. |
| Out of Office Settings | Define whether you are in or out of the office and identify delegates. |
You (or another user with the appropriate permission) can set up dashboards to show the information that you view most often. Each dashboard can include one or more "portlets" that present:
- Lists of links to Marketing Operations items
such as Approvals Awaiting Action, Manage My Tasks, and My Alerts.
For more information, see Marketing Operations list portlets.
- Quick Links that provide access with a single click
to options such as Create New Project or Add Invoice.
For more information, see Quick link portlets.
- Reports, such as Budget by Project Type or Marketing Financial
Position.
For more information, see Marketing Operations HCL Cognos report portlets.