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DCR - Personal Settings

DCR - Personal Settings

Owned by Tim Sweeney
09 Nov 2023
1 min read

The settings section allows you to manage your personal information and personal preferences in the system.

Some of the common areas to manage here include:

  • Personal details - name, phone, address.

  • Email signature 

  • Display and layout options

  • Default Record Types

  • Chatter preferences

Accessing your personal settings via the desktop login:

Go to the Profile Icon in the top right of the interface and select Settings.

 

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