Preferences

How-To Edit Personal Preferences

Add/Edit/Delete Credit Card

BlueTie allows you to add a credit card(s) to your application to be used with BlueTie's featuretisment partners.  To add/edit/delete a credit card:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Credit Cards under the General heading

3. Click Add Card to add a new credit card, Edit to edit already saved information, or Delete to delete a card already on file.

4. Click Save located in the top left corner of the preferences window

 

Attached Contact Information to Sent Emails

To set your account to automatically attach your contact information (in vcard format) to all outbound email:
1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open
2. Click General Settings under the Email heading
3. Under the Compose Email heading, set the Automatically attach contact info dropdown to attach the appropriate information to your emails.
You may choose between None, Work Information, Personal Information, All Information.
4. Click Save located in the top left corner of the preferences window

Automatically Delete Trash

You may set up your account to automatically delete the contents of your Trash folder after every logout, or when the mail within the Trash folder is either one or two weeks, or one month old.

NOTE:  Once the mail has been deleted from the trash folder, you will no longer be able to retrieve those messages.  It's best to periodically check your trash folder for any accidentally deleted messages to ensure that you don't lose critical or necessary emails.

To edit your setting, please follow these steps:

1)  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2)  Click on General Settings underneath the Email Heading.

3)  Scroll to the bottom of the window.

4)  Underneath the Cleanup heading, use the dropdown to select the duration you'd like to keep the messages within your Trash folder before deletion.

5)  Click  Save in the top-left corner of the preferences window

Change Date Format

To choose your desired date display format:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Regional Settings underneath the General heading

3.  Use the Date Format dropdown to select the appropriate date display.

NOTE: Your options are MM/DD/YYYY or DD/MM/YYYY

4. Click Save located in the top left corner of the preferences window

Change Layout Settings

To change your Layout Autosave Preferences:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Layout Settings under the General heading

3. Select the desired Layout Autosave option

4. Click Save located in the top left corner of the preferences window

Change Password

Follow these steps to successfully change your password:

1)  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2)  Click  Change Security Settings

3)  Underneath Change Password enter your password information. The password requirements are found to the right of the fields. 

NOTE:  You will need to enter your current password first, then enter, and re-enter the new password.

4)  Click  Save in the top-left corner of the preferences window

Change Session Timeout

Follow these steps to successfully change your Session Timeout setting:

1)  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2)  Click  Change Security Settings

3)  Underneath Session Timeout enter the desired number of minutes you'd like your account to remain open with inactivity.

NOTE:  You may enter '999' minutes to set your account to never automatically logout.

4)  Click SAVE in the top-left corner of the preferences window

 

Change Time Format

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Regional Settings underneath the General heading

3.  Use the Time Format dropdown to choose the appropriate time display.

NOTE: You may choose between a 12 hour or 24 hour clock.

4. Click Save located in the top left corner of the preferences window

Change Time Zone

Follow these steps to change your Time Zone:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Regional Settings underneath the General heading

3. Use the Time Zone dropdown to select the appropriate Time Zone

4.  Click  Save in the top-left corner of the preferences window

Creating and Editing An Email Signature

Follow these steps to create and/or edit your Email Signature:

1)  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2)  Under Email heading click Name and Signature

3)  Within the Signature text box, enter your desired Email Signature

4)  Click  Save in the top-left corner of the preferences window

Disable/Enable Yahoo! Highlight & Search

To Disabable or Enable the Yahoo! Highlight & Search feature:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Under the Email section, click General Settings

3. Under the Viewing Emails heading you may flag Highlight and Search as On or Off.

4. Click Save located in the top left corner of the preferences window

Locate Support Information

To locate your Support Contact information:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2. Click Support Information under the General heading

This will allow you to:

  • View your Support ID
  • Email BlueTie Support
  • View BlueTie Support's phone number and hours of operation
  • Link directly to BlueTie's support site

 

 

My Day Notifications

To edit your My Day Notifications settings:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click Notifications under the My Day heading

3. Under Notifications Display Settings, use the dropdowns to select the whether you'd like your Notifications to be automatically deleted, and how many notifications you'd like to have displayed.

4. Under Special Event Notifications, choose how long you would like an event to be displayed on your My Day page after the event has passed.

4. Click Save located in the top left corner of the preferences window

Save New Email Addresses

Your BlueTie account has the ability to compare your sent email against your contact list to look for new email addresses.  If the address has not been added to your contact list yet, you may set your account to automatically save that address.
 
1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open
 
2. Click Save New Addresses under the Contacts heading
 
3. Click Yes next to Check sent mail for new addresses
 
4. Use the Save new addresses in dropdown to select the group you would like new contacts saved to
 
5. Click Save located in the top left corner of the preferences window

Set Account to Automatically Save Drafts

To set your BlueTie account to automatically save Email drafts as your are composing your message:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click General Settings under the Email heading

3. Under the Compose Email heading, use the Auto-save emails while composing dropdown to select the frequency that you would like your email draft to be saved

4. Click Save located in the top left corner of the preferences window

Set New Email Message Notification

To set your BlueTie Application to automatically check for (and notify you) of new email messages:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click General Settings under the Email heading

3. Use the dropdown below New Message Notifications to select how frequently you would like BlueTie to check for new emails in your account

4. Select Yes or No to be notified (via popup) of new messages in your Inbox

5. Click Save located in the top left corner of the preferences window

Set Number of Displayed Email Messages Per Page

To set the number of messages you may view in one page within your Email Application:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click General Settings under the Email heading

3. Use the dropdown under the Viewing Emails heading to select your desired number of messages per page.  You may choose between 10, 20 or 50.

4. Click Save located in the top left corner of the preferences window

 

Set Your Account to Automatically Save Sent Messages

To enable or disable the setting to have your account automatically save sent messages:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click General Settings under the Email heading

3. Under the Compose Email heading, set Automatically save outgoing messages to Yes or No

4. Click Save located in the top left corner of the preferences window

Turn on Rich Text Email Composer

To turn on Rich Text Email Compser, and send emails with different fonts, colors, sizes, etc:

1.  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open

2. Click General Settings under the Email heading

3. Under the Compose Email heading, select the Rich Text Composer button.

4. Click Save located in the top left corner of the preferences window

NOTE:  You may revert back to Plain Text Composer at any time by selecting Plain Text Composer and saving your settings

Update Secret Question and Answer

Follow these steps to update your Secret Question and Answer for Security:

1)  Click on the Preferences menu located in the upper right hand of your account.  The preferences window will open.

2)  Under General Settings click Change Security Settings

3)  Under the Secret Question/Answer heading, use the dropdown to select your prefered Secret Question

4)  In the text box immediately below the Question, enter your Secret Answer

5)  Click Save in the top-left corner of the preferences window