Setting Up Your User Profile Options

On the User Profile - Cross Sell tab, you can activate and place your Cross Sell Opportunities pop up and specify your default origin of sale. To access the User Profile window, click Tools, then click User Profile.

Cross Sell Preferences	Description
Cross Sell Opportunities Popup	Select the Cross Sell Opportunities Popup check box to activate the Cross Sell Opportunities pop up.
Place in Test Mode	Select the Place in Test Mode check box to use Cross Sell and Tracking in test mode.
Enable Tracing	Select the Enable Tracing check box to allow testing of Cross Sell and Tracking.
Origin of Sale	Click the Origin of Sale down arrow to select your default Origin of Sale. If you do not define an origin of sale, Portico will use ‘Added by Sale Process’ as the origin of sale.
Popup Display Position	In the Popup Display Position group box: Click the Top Right Minimized option to place the Opportunities pop up in the top right corner, minimized. Click the Center Minimized option to place the Opportunities pop up in the center, minimized. Click the Center Expanded option to place the Opportunities pop up in the center, maximized.

To allow users to view the script files on the Cross Sell Opportunities pop up, you must add the Portico web sites as a Trusted site in your Internet browser. From your browser window, click Tools, then click Internet Options. Select the Security tab. On the Security tab, click the Trusted Sites icon, then click Sites. On the Trusted sites window, add the following web sites: https://pvt.portico.fiservapps.com and https://www.portico.fiservapps.com.