Adding the Product Review and Product Options Screens to your Personify Menu

System Administrators will need to drag and drop both the Product Review and Product Options screens to the appropriate menus. The menu will depend on your preference. These three personas contain the following new screens:

Persona

Product Options

Product Review

System Administrator

Yes

Yes

Marketing Manager

Yes

Yes

Subscription Manager

Yes

No

To add these screens:

1.    Navigate to the Security Tab, select User and Group Setup > Persona Menu Designer, as shown below.

2.    Select the appropriate Persona from the drop-down menu, as shown below.

3.    In the right hand panel, select Menu Import (Base).

4.    In Menu Filter, select the appropriate Persona, as highlighted below.

5.    Expand Products
You will find the Product Review and Product Options screens, as highlighted below.

6.    Select each screen, one at a time, and drag it to the appropriate location on the left, as highlighted below.

7.    Click Save.
Your screens should now display in the menu location where you placed them, as shown below.

See Also:

·            Setting Up Umbrella Products

·            System Types and Codes

·            Setting up Product Options and Choices