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Frequently Asked Questions
Menu and widgets
Tag: personal settings
How do I forward email from my personal email client to the CRM?
How do I use BCC Dropbox?
How far back does the Audit Log track?
What is the Audit Log? Where can I see a history of my actions?
How can I change the way dates are displayed?
How can I change the way currencies are displayed?
How can I change the way numbers are displayed?
How can I adjust the name format for my contacts and leads?
How do I change my password or security question?
What is the user language setting used for? Where is it changed?