Setting up your Clipper preferences takes just a few seconds, and once it's done, you won't need to think about it again. Here's how to get it dialed in.
Step 1: Open your Clipper settings
Click the Clipper icon to open it, then click the three-dot menu (⋮) in the corner.
Select Settings from the dropdown.
Step 2: Choose your preferences
You'll see a couple of options to customize how the Clipper works for you:
Create new suppliers from Clipper — If you'd like the Clipper to automatically create new suppliers as you work, make sure this box is checked.
Remember your last project, area, and vision board — This is a nice time-saver. When enabled, the Clipper will remember the last project, area, and vision board you were working in, so you can pick up right where you left off.
You're all set!
Once you've made your selections, your settings are saved automatically. You won't need to configure them again unless you want to make a change.
Note: These settings are tied to your individual login, so each team member will need to set up their own preferences.
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