As a new User it's important to make sure you have your Personal Settings configured how you like, to allow you to use the CRM seamlessly, in a way best suited to you! In this guide we will take you around the Personal Settings area as well as giving pointers on settings you should configure.
Step 1: Navigate to Personal Settings
Navigate to your user icon in the top right-hand corner and select 'Personal Settings'.
Top Tip: If you wanted to change your CRM language, you can do so with the drop-down in the Profile menu just below 'Subscription'. We offer English, German, French and English (US).
Step 2: User Settings
Within Personal Settings you can configure many aspects of your CRM experience. You can also add your own profile image which we have a detailed guide for here.
Select the "Settings" tab from the right-hand menu to see a full list of configurable options.
Some important settings you may want to review:
Date Formatting: To determine whether you'd like dates to be displayed as Actual Dates (e.g. 7 March 2019) or Relative Dates (e.g. 3 hours ago, in 2 days etc.).
Rows Per Page: Control how many rows of a report are shown per page by default.
Colourblind Mode for Magic Matrix: This makes the Magic Matrix display background patterns rather than just relying on background colours to differentiate states. Useful if you wanted a clear and easy distinction or would like extra visual aids!
Product Suggestions: This option, if enabled, will display Product suggestions when adding Quote Lines based on the Customer's order history and the order history of other Customers in your CRM.
Notifications
It is also recommended to review the personal notifications you can enable. Check out our dedicated guide that details each notification, to learn more click here!
Activity
Accessing your personal activity can be really useful to easily remind yourself of Records you recently accessed, or notes you've just added. The 'Recently Accessed Records' also extends to Reports. So, if you couldn't remember which report you recently used to get data or have lost a report as you can't remember it's name, your personal Activity section can remind you!
Want to explore the CRM more? Check out our Academy here for a structured walk through of the CRM!