My Page is your personalized CataList page. It contains links to catalogues relevant to your individual account, as well as an overview of several actions and additional information specific to you, such as recent details for change notifications you've requested, and notes on individual titles that have been shared with youalerts on recent drop-ins and notifications on any new notes or title data changes you've signed up to receive.
The major page elements are the same for all accounts, but the content of each element is customized based on your account type - publisher, retailer or library for example.
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Alerts & Updates
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Track the updates that are important to you by signing up for change notifications, and allow other CataList users to send you notes by opting into the directorynotifications by data type - you can choose to be notified about price changes, publication date changes, or title changes on forthcoming titles. You can also sign up to get a weekly email summary of all the weeks changes and drop-ins. Alerts will appear in at the Your Updates top left section of My Page. You'll see if If there are any new drop-ins, notes or changes notices, and you can click through to see more information on either the change history or notes history pagesmetadata changes since you last viewed or cleared the alerts, you will see a red exclamation mark badge on the section header. Click the + button to view details of new alerts, and then click the View History for any alert types to see the most recent activity. Click the red X button to the right of the View History button to clear the current alert flags. The Manage Alerts button takes you to your personal settings page, where you can choose which notifications you want to receive and where you can also choose whether you want to opt into the directory for Notes. |
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so that reps can easily tag you on notes or custom catalogues in the system.
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Catalogue Creation
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| Depending on your account type and access level you can have up to three action buttons available on my page:will have different catalogue tool options. - New Catalogue launches the process of creating a new seasonal catalogue for your publisher account. These catalogues add new titles to the CataList system, and can only be added by users with Account Manager or Catalogue editor access.
- New Custom Catalogue launches the process to create a new catalogue using titles already in CataList. These catalogues can be shares shared to anyone who has the link, or to specific people only.
- Start a New Order allows buyers and reps to enter order quantities for their stores and their accounts.
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- The default view preference buttons allow you to choose which format catalogues display in by default. Once a catalogue has been loaded you can change the view at any time, but the next catalogue you select will automatically open in the default view set here.
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Load files
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| Change and Note notifications have been rolled into a single Alerts section. You will see a simple count of the number of new notes you have been tagged in, or change notifications you've signed up to receive for forthcoming titles. Click View to see a detailed list of Changes and Notes. To manage these notification settings, click on Manage Alerts. For more information on change tracking and managing alerts, see the full Change Notifications documentation.The Load files section allows you to upload notes into CataList from an Excel file. For full details on the notes upload see the Notes documentation section: File uploads in CataList
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PDF templates
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| The PDF templates section allows you to create new PDF templates and view, edit or share existing ones. For full details of the PDF template creation and management tools, see the full documentation at: Export to PDF |
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Catalogue Table
The Catalogue Table is divided into three tabs; the display and default setting of the tabs is specific to each account type.
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