Currency and Field Configuration
FAQ
What languages does Simply CRM support?
How do I disable summary view?
How do I configure width to view more records?
My Preferences will help you to configure your personal information.
Few simple steps to update personal information of the user
- Click on user name in the upper right
- Click My Preferences
- Update the following details and click Save
Note!
Switch to narrow view (or wide view)
Switch to compact listings to see more rows and reduce scrolling. You can now configure the width by clicking on drop-down in upper right of My Preferences page. This setting is applicable for all list views and detail views.
User Login & Role
Simply CRM allows users to modify Primary Email, Name, and Default Lead view. Also, this section will help administrators to assign roles to individual users.
| Primary Email | Specify primary email of the user |
| First Name | Specify first name of the user |
| Last Name | Specify last name of the user |
| Default Lead View | |
| Role | To assign roles to individual users. Only displayed for admin users |
Calendar Settings
With calendar settings, you can configure your calendar like the way you wanted it to be. You can set up Reminder Interval, Default calendar View, Time Zone and many more.
| Reminder Interval | Set-up time interval for event reminder popup to appear again after it is closed |
| Starting Day of the week | Set-up your start day of week. For Instance, If your working day starts on Monday, you can select Monday |
| Default Call Duration | To automatically update End Date and Time for calls. So, you need not have to enter End Date and Time manually |
| Other Event Duration | To automatically update End Date and Time for all events other than calls. So, you need not have to enter End Date and Time manually |
| Default Calendar View | Simply supports different views in Calendar module. Select preferred view from the drop-down to make it default view |
| Date Format | Select desired date format |
| Calendar Hour Format | Select either 12 hour or 24 hour time format |
| Day Starts at | Customize your working hour on calendar view |
| Time Zone | Select desired time zone |
Currency and Number Field Configuration
While managing inventory modules like Invoices, Quotes, Sales and Purchase Orders, you will need to have a valid currency format, digit and decimal separator, symbol placement etc. You can configure currency as per the requirement.
| Currency | Select desired currency for the drop-down. However, the values will be saved according to base current rates |
| Digit grouping pattern | Select digit group separator that is often used when displaying large numbers, to make them easier to read. |
| Decimal Separator | Select a decimal point from drop-down to use between the integer and the fractional parts of a decimal |
| Symbol Placement | Select a value from drop-down to have currency symbol before or behind the currency value |
| Number of Currency Decimals | Select the number of decimals you would like to have after a currency value |
| Truncate Trailing Zeros | Enable the check-box to drop the values after the decimal point |
More Information
You can update your personal information like phone number, email, signature etc
| Title | Specify designation of the user |
| Fax | Specify fax number of the user |
| Department | Specify the department of the user |
| Other Email | Specify the other email of the user |
| Office Phone | Specify office phone number of the user |
| Secondary Email | Specify secondary email id of the user |
| Mobile Phone | Specify mobile phone number of the user |
| Reports to | Select the user(Subordinate) to whom the user reports to |
| Home Phone | Specify the home phone number of the user |
| Secondary Phone | Specify the secondary phone number of the user |
| Signature | Specify the signature in the text area. Your signature will be automatically embedded along with email body. |
| Documents | |
| Internal Mail Composer | Enable the check-box to see Simply CRM’s built-in email composing window when you click on email id of records in Simply CRM |
| Theme | Select desired theme from drop-down |
| Language | Select desired language from the drop-down |
| Default Record View | Choose between viewing Summary view or Detail View when you click to view a record. |
User Address
You can update address details of the user like city, state, country, etc.
| Street Address | Specify street address of the user |
| Country | Specify user’s country name |
| City | Specify name of the city where user lives |
| Postal Code | Specify postal code of user’s address |
| State | Specify name of the state where user lives |
User Photograph
Click on Choose file, browse for the user’s photograph and click Save to upload.