Initial user configuration is set by the administrator, but each user can configure their instance to suit their personal preferences. Under your 'My Profile', click the Edit button to set your contact details, as well as:
| Language | Select your crm.me language. Available options are set by the administrator. | ||||||||||||||||||||||||||||||||||||||||
| Locale |
The locale will determine your date/time and number formats in crm.me.
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| Time Zone | Select your local time zone. | ||||||||||||||||||||||||||||||||||||||||
| Currency | Select your default currency when creating new records. Available options are set by the administrator. |
General
My Profile --> Configuration --> General
| List page size | The number of records to display in a list view before pagination. |
| Sublist page size | The number of records to display in a detail view portlet before pagination. |
| Theme | The color theme of your crm.me application. |
| Texture | The background texture of your crm.me application. |
| Hide welcome page | Check or uncheck the box to hide/show the welcome page upon login. |
| Hide from leaderboard | If checked, the user will not appear in the leaderboard statistics. |
| Turn off email notifications | Uncheck the box to stop receiving system email notifications. This does not apply to workflow emails. |
| Enable desktop notifications | Check to enable desktop notifications. Only available with Chrome. |
| Hide from selecting | If checked, the user will not appear as a selectable option when performing a search on Owner, to select for creating/modifying a record etc. However, a user who has this checkbox checked will still have a record default with them as owner when creating new records. |
| Who can read and write - Default | Set the default Right and Permissions when you create a new record. |
| Module Menu | Determine the order of the modules as they appear on the right hand side of your crm.me application. |
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