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Accessing Preferences

User Preferences give you more control over the way information is displayed. You can tailor the display of information to better suit the way you work. For example, if you work in the customer service team, your main interest is probably the status of existing cases. Using the Log Me In To option, you can set Preferences to show the cases you are working on as the first page you see when you log on.

To access Preferences:

Select the My CRM button.
Click on the Preferences tab.

Select the Change button.
Enter the details in the Preferences page.
Select the Save button. The Preferences page is displayed. Log off and back on again to see the changes take affect.

Note: The Install CRM Outlook Integration / Install CRM Outlook Exchange Integration, and Change Password action buttons are available on the Preferences page. Please refer to Downloading the Outlook Plug-in for Classic Outlook Integration, Installing the Outlook Plug-in for Exchange Integration, and Changing Your Password for more details.

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