Personalizing your CRM settings

Learn the different ways you can personalize your CRM:

• To update your calendar settings, go to the Display preferences page under Settings.
  
  • Time zone: set your time zone based on your location.
  • Date format: choose mm/dd/yyyy or dd/mm/yyyy format.
  • Time format: select 12 or 24 hour time.
  • Week start day: choose what day your calendar should start on.
  • Number format: select if you’d like period for decimal or comma for decimal formatting.
  • Phone number formatting: select US domestic phone number formatting, or turn off phone formatting.
  • Be sure to select “Save localization settings” to save your changes!
• Please note: only admins can customize the following settings. If you don't see these options, you'll need to contact an admin on your account.
• To update your CRM branding go to the Company branding page under Settings.
  
  • Save your company logo to appear in the upper left corner. Learn more about adding your logo here.
  • Select a color scheme that matches.
• To update your address field names, go to the Custom fields page under Settings.
  
  • Select either “Contacts” or “Companies” on the next page.
  • Mouse over the “Address” field and select “Edit field settings.”
  • Enter the desired address labels and be sure to hit “Save custom field.”