Account Settings
User Sessions
This feature keeps track of all the user sessions for a particular account. Active sessions for the past 7 days are listed in the sessions screen (including the current session) with additional information like Start Time, IP Address, etc. Users have ...
Multiple Currencies
The multi-currency support in CRM gives you the advantage to easily handle business transactions in the global marketplace. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and ...
Copy Customizations
Larger companies with multiple branches or services may require multiple CRM accounts. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account individually.CRM comes with a ...
Setting up Fiscal Year
The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, CRM's fiscal start month is set to ...
Set Currency
Currency settings are an organization specific feature. By default, the currency is set to US dollars ($). However, user(s) with Administrator privilege can change the currency settings depending on the organization's requirement. Based on the ...
Personalize Logo
In order to give a personalized look to your account,CRM allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account. The image file size should not exceed 20 KB. ...
Edit Company Details
Edit Company Details To change company details Log in to CRM with Administrator privileges. Click > Click Setup > Go to GENERAL > Click Company Details In the Company Details page, Go through the 3 tabs (Company Details, Fiscal Year & Business ...
Change Preferences
You can specify the Date format, Newsletter subscriptions and Browser connection according to your preference in Account Preferences page. To change preferences Click on your login name and then click My Account. In the Accounts page, under Home tab, ...
Reset Password
Users with any role can reset their password individually by clicking on the Forgot Password link in the CRM log in page. To reset password In the CRM - Signin page, click Forgot Password. The system redirects you to the Accounts page. In ...
Change Password
You can change the password of all Services in Accounts. Click on your login name and then click My Account. In the Accounts page, under Home tab, click the Change Password link. In the Password page, specify your Current Password and New Password in ...
Themes
CRM Themes give individual users the option to customize the colors and layout of their CRM account. The following options are available: Change the color of tabs and their fonts. Change the background color. Swap between Fixed and Fluid screen ...
Change Language
Based on the country locale, you can mention the language for your account. Also, choose between 12 hr time format and 24 hr time format in the CRM account. The date format is automatically updated with the country locale that you select. The ...
Use Signature
While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirement. To use the signature feature Click Setup > Personal Settings > Account Information. In ...