Frequently Asked Questions aero-right Email and Messages FAQ Personal Settings

How do I turn off email notifications for emails I send out from the CRM?

Did you start sending emails and now your inbox is full of notifications? Well Benchmark CRM allows you to turn off these email notifications when sending emails from the CRM. Following are the steps to turn off the notifications. Click on settings Under personal settings, click on Email Notifications Select the check box which says “Don’t send me copies of email I send through CRM”. Click on green check button

Email and Messages FAQ Personal Settings

How do I know if my contacts or leads have opened my email?

Benchmark CRM provides an option to track the emails opens sent from our CRM platform. Following are the pages where you can optionally add tracking to each email created via email composer. Page: Compose Email Messages Page: Contact Detail (messages tab) Page: Lead Detail (messages tab) This feature is optional, giving you control of knowing who opened your email and who did not. When the email tracking is switched on,

Email and Messages FAQ Personal Settings

How do I forward email from my personal email client to the CRM?

Users should use BCC dropbox to assist in getting emails from their personal email clients to the the CRM. The BCC Dropbox gives you a unique BME CRM email address to be used specifically for forwarding or CCing contact communications that originate in your personal email client. To access the BCC Dropbox Page Sign in Click on your name at the top of the page The User Dropdown menu will

Personal Settings

How do I use BCC Dropbox?

BCC Dropbox generates a unique Benchmark CRM email address to be used for forwarding emails from your personal email client to the Benchmark CRM. Once received: The email address (your email) that forwarded the email will be verified against the List of Approved Email Addresses Once verified, the CRM will read the original FROM address of your email Your contacts and leads will be searched to find a match If

Personal Settings

How far back does the Audit Log track?

The Audit Log displays the activities performed within the last 30 days. Actions older than 30 days are no longer visible. To access the Audit Log page Sign in Click on your name at the top of the page The User Dropdown menu will appear. Click on the Settings button The Settings Page will appear. Click on Audit Log under Personal Settings

Personal Settings

What is the Audit Log? Where can I see a history of my actions?

The Audit Log page provides a chronological history of actions for: you any users in subordinate roles to you What actions are tracked by the Audit Log? The following actions tracked by the Audit Log: Module Related Tracking On Leads, Contacts, Organizations:     Add, update, delete records     Mass update and mass delete     Import and export records     Lead conversion     Delete from Recycle Bin     Rollback (delete imported

Personal Settings

How can I change the way dates are displayed?

You can change the way date fields are displayed in the CRM on the Date Format page. Changes here affect: all date and date/time type fields for you, but not other users your reports your calendar To access the Date Format page Sign in Click on your name at the top of the page The User Dropdown menu will appear. Click on the Settings button The Settings Page will appear. Click

Personal Settings

How can I change the way currencies are displayed?

You can change the way currency fields are displayed in the CRM, including: the thousands separator symbol the decimal separator symbol the location of the currency symbol changes here affect all currency type fields for you, but not other users you can change the format independently for each currency your admin has enabled To access the Currency Format page Sign in Click on your name at the top of the page

Personal Settings

How can I change the way numbers are displayed?

You can change the way number fields are displayed in the CRM, including: the thousands separator symbol the decimal separator symbol changes here affect all decimal type fields for you, but not other users To access the Number Format page Sign in Click on your name at the top of the page The User Dropdown menu will appear. Click on the Settings button The Settings Page will appear. Click on Number Format under

Personal Settings

How can I adjust the name format for my contacts and leads?

There are several places where the first name and last name are displayed for your contacts and leads. This includes: at the top of contact and lead record detail pages whenever your contact or lead names are shown in record lists in reports If you’d like to change the order in which the salutation, first name and last name are displayed, you can do so on the Name Format page

Personal Settings

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