Modifying user options

Application provides tools that you can use to modify some parts of the interface based on the requirements. The user options can set specific preferences to customize the view that is displayed when you start the application and alerts. These settings are specific for each user and are not displayed to the other application users. Some options are shared between the client and web client.

To modify user options:

  1. Select Options from the Tools menu.
  2. Select the tab for which the options must be modified:
    1. On the General tab, you can modify the initial start up view, the default owner or team, the Mail Merge base templates, the number of templates in the most recently used list, or email options. See General options
    2. On the Group tab, you can select the group of records to use as your default group for each record type. See Setting up Group options
    3. On the Calendar tab, you can set options for the Calendar view. You can determine the information that displays on your calendar, the default view, or the day start and end times. See Setting calendar options
    4. On the Change Password tab, you can change your password. See Changing a password
    5. On the Opportunities tab. you can set the default values for the new opportunities. See Setting Opportunity options
    6. On the Alerts tab, you can set the default method to receive the alerts. See Setting Alerts options
    7. On the Activities tab, you can set the values for the Activity Main view, follow-up activities, or activity alarms. See Setting activities options
    8. On the Authorize Services tab, you can set the values for third party integrations.
    9. On the User Profile tab, you can set the default values to customize your preferences. For example, you can set your language preference. See User profile options
    10. On the Customer Service Options tab, you can set the values for customer service items, such as Tickets. See Setting Customer Service Options
    11. On the Multi-Factor Authentication tab, you can manage the Multi Factor Authentication (MFA) method devices. See Managing Multi-Factor Authentication methods
  3. Click Save.
    Note: You must click Save on each tab to save your settings.