/
Personal Settings

Personal Settings

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.

 

Related content

Personal Settings
Personal Settings
More like this
CCS - Personal Settings
CCS - Personal Settings
More like this
DCR - Personal Settings
DCR - Personal Settings
More like this
Tabs
More like this
CCS - Tabs
CCS - Tabs
More like this
Sharing Settings
Sharing Settings
More like this