My Settings Page

This article addresses the "My Settings" page within the Forth CRM. It is organized into the following sections:

• Overview
• My Profile Settings
• Notification Settings
• Email Settings

Overview

The My Settings page in the global header allows users to set their profile information, notification preferences (in-app and via SMS), and mail configurations and signatures.

Click My Settings, and go to the section you want to set up. 

My Profile Settings

In the My Profiles section, you can:

• Edit the first and last names assigned to a particular user name.
• Update the Mobile Number and Fax Number associated with your profile.
• Update the Timezone and whether the system will show absolute time (showing the actual date and time) or Relative Time (showing dates relative to the current time, i.e., "3 minutes ago"

Notifications Tab

The Notifications Settings section offers two tabs by which to set Notifications. The first tab is "In-App Notifications." This is where you can assign whether or not In-App Popup Notifications are sent when a Contact opens your emails. The second tab is the "SMS Notifications" tab. This offers a radio button to enable or disable SMS System Notifications.

Email Settings

The Email Settings section offers two tabs for you to set up. The first tab is "Configuration" (see the red box at the top of the image below). Here, you can establish your email provider information or disconnect an existing provider. The second tab is "Signature" (see the red box at the bottom of the image below).



This is where you can establish the Email Signature you wish to append to all outgoing emails.

When you are finished editing your "My Settings" page, click the close box, indicated by an "X" at the top right of the page.

Article Version History: