Preferences

Definition

Contact and locale information about your company as a CRMdesk account holder.

Usage

Your company contact information is used:

• For communication between your company and the CRMdesk team;

• As a reference contact data for message templates, so that when your company name or support e-mail address changes, you only have to change it in one place.

The Support E-mail Address field is used as a ‘From’ field for all e-mail notifications or newsletters sent to a customer.

You may also specify your:

• Locale - defines date and time fields presentation format;

• CRMdesk interface language – specifies Customer Desk user interface language;

• Time zone – to specify your time zone against GMT.

Path

Setup tab – General Setup – Preferences

Procedure

When we create your CRMdesk account, we initially fill your preferences/company record with default values for language, locale and time zone, and the contact information you submitted during registration. You can change this information at any time.

To save your changes, click Submit.

Tips

If you would like to copy all your CRMdesk e-mail correspondence to a separate mailbox, fill an e-mail address in the Bcc E-mail Address field.

The Preferences section allows you to define technical and administrative contacts for reference. Technical and administrative details are given for information only.

Next: Reports