This article addresses the "My Settings" page within the Centrex CRM.
Below is the Centrex Software training video that describes how to use the My Settings page in your CRM.
The My Settings page allows users to set their mail settings, notification preferences, and alerts, as well as offers an alternate way to set their default landing page. It is located on the global header.
- Click My Settings, and go to the section you want to set up. When finished, click Save Settings.
To view a breakdown of the My Settings page section by section, click here.