To open a settings page click on the “person” icon in the right top corner.
Click on the “Gear” symbol.
Now you are in the Settings page
First part is User Login & Role
Here you can see all basic information about your user like:
- User Name
- First Name
- Last Name
- Admin – if the user has admin rights
- Role
- Default Lead View
- Status
Currency and Number Field Configuration
In this part you are able to configure your:
- Currency
- Digit Grouping Pattern
- Decimal Separator
- Digit Grouping Separator
- Symbol Placement
- Number Of Currency Decimals
- Truncate Trailing Zeros
in More Information you can set additional information about your user that can be useful for your clients and co-workers
- Title
- Fax
- Department
- Other and Secondary email
- Office, Mobile, Home and Secondary phone
- Signature
- Documents
- Internal Mail Composer
- Language
- CRM Phone extension
- Default Record view – this will change the default page that appears when you open any record in the crm
- Left Panel hide
- Timecontrol Product
- Default Landing page
Down below you can see User Address part:
- Street Address
- Country
- City
- State
In User Image you can add a photo of you
User Advanced Options has only one field, it is your personal Access Key
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