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User preferences

User preferences let you control how information is displayed. For example, if you work in the customer service team, you're probably most interested in the status of existing cases. You can change your user preferences so your current open cases are displayed whenever you log on to Sage CRM.

You can and reset your password on your User Preferences page.

The Install CRM Outlook Integration / Install CRM Outlook Exchange Integration button is displayed on the Preferences page. For more information, see Downloading the Outlook plug-in for Classic Outlook integrationInstalling the Outlook Plug-in for Exchange Integration.

See Also:

Changing preferences

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