How to set up your PM Office Preferences

Highlight Mandatory (Required) Fields

Each conversation that you use within PM Office may have Mandatory fields – fields that you must complete. The first time you use any conversation, you will need to display these fields.

  1. Right Click in any of the grey area, away from any fields
  2. Select Highlight Mandatory Fields
  3. Any mandatory fields in the conversation will now be highlighted in yellow

 



Updated: 6 May 2022