Frequently Asked Questions aero-right Organization Settings Records

How do I view Benchmark Email reports in my CRM account?

Create and send your campaign in your Benchmark account and view a report of the status and clicks of your email. To view your Benchmark Email reports within your Benchmark CRM account, follow the steps below: Log into your Benchmark CRM account. Click on the navigation icon and select Contacts or Leads. Select the name of the Contact/Lead you would like to see the report for. Scroll to the bottom

Organization Settings Records

How do I create views from tags?

With the Benchmark CRM, you can create customized views with the help of tags. Following are the steps to create new views using tags. Using the left navigation, select Leads/Contacts. Click on the views button on the right side of the window to open a drop down. Click on  ‘Create New View’ button. Select, Meets Any Condition or Meets all Conditions as per preference. Views with tags can be creating

Customization Organization Settings

How do I add world currencies for my CRM users?

From the Organizational Currencies Dashboard, click on the ADD CURRENCY button The New Currency dialogue will appear Select a world currency from the currency dropdown Choose the location of currency symbol Choose the thousand separator symbol Choose the number of decimal places allowed Choose the decimal separator symbol Save Your new currency will now be on the Currencies Dashboard Click the ACTIVATE button next to your new currency To access the New

Organization Settings

How do I format the currencies for all users of the CRM?

An admin can customize the currency format for all users of the CRM, including: the thousands separator symbol the decimal separator symbol location of currency symbol This will be the default format for all users, except for those who have personalized their personal currency formats. From the Organization Currencies Dashboard, click the CUSTOMIZE button The Customize Currency page appears Choose the location of currency symbol Choose the thousand separator symbol Choose

Organization Settings

How do I set a default currency for the CRM?

The default currency for all users of the CRM is set by an admin on the Currencies Dashboard. There may only be one default currency and a currency can not be deactivated if it is the new default currency. Choosing a default currency From the Organizational Currencies Dashboard, click the default button next to the desired currency. To access the Currency Dashboard: Sign in Click on your name at the top

Organization Settings

What is the Organizational Currencies Dashboard?

On the Currencies Dashboard, an admin can: format the existing currencies (US Dollar, Pound Sterling, Euro) choose the thousands separator choose the decimal separator choose the location of the currency symbol set any currency as the default currency activate or deactivate currencies CRM users may only see and enter in amounts in active currencies add and format new world currencies to the dashboard To access the Currency Dashboard: Sign in

Organization Settings

What is the Currencies Dashboard?

The Currencies Dashboard On the Currencies Dashboard, an admin can: format the existing currencies (US Dollar, Pound Sterling, Euro) set any currency as the default currency activate or deactivate currencies add and format new currencies to the dashboard Formatting Existing Currencies from the Currencies Dashboard Click the customize button next to the desired currency The Customize Currency dialogue will appear Choose the location of currency symbol Choose the thousand separator

Organization Settings

How do I set custom business hours?

Business hours are created, edited and made active by an Admin on the Business Hours settings page. Where are business hours used? When creating assignment rules for new contacts, leads or support tickets that are created via forms, an admin can choose to auto-assign these records as they come in via business hours. Multiple business hours can be created and only those active will be used. An admin can create

Organization Settings

How can I customize reporting to reflect my company/organization’s fiscal year?

Fiscal Year settings determine the months used in calculating quarterly and annual reports and forecasts. The fiscal year, be default, will mirror the calendar year. Admins can customize the fiscal year on the Fiscal Year page. There are two controls on the Fiscal Year page: Fiscal Year Start Month This selects the calendar month that your organization uses for the start of the fiscal year. Display Fiscal Year based on

Organization Settings

How do I set the default time zone for my company/organization?

The default time zone for your organization is set on the Company Details page, which is accessed via the main Settings page. Each user will be assume this time zone setting unless overridden by the user on the User Information page or by an admin on either the Create User or Edit User pages. If Business Hours are created for use in Assignment Rules, the company time zone setting is

Organization Settings

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