As a CRM user, you can configure and update your general account and notification settings that fit your needs.
To change your notification settings, open the Settings page by clicking on your name in the top-right corner and clicking Settings:
Here is a screenshot of the Settings page with four groups of settings including Account Details, Notifications, Calendar Settings, and API Settings:
On the User Settings tab, you can update your contact information and enable or disable the Email Alerts (that are sent when a merchant stops processing for a period of time) and the two-step authentication.
Once you've updated your settings click Save Settings in order to apply the changes.
To change your password, enter your old and new password and click Update Password.
If you're having trouble logging in to the CRM please see the article on Signing In.
On the Notifications tab, you can enable or disable mobile, email, and pop-up notifications for every type of CRM event.
Additionally, you can also select when the task and appointment popup reminders will be shown (eg. 15 minutes before the event is due):
For more information on each type of event simply hover your mouse over the question mark next to that event, and a tooltip description will be shown:
On the Calendar Settings tab you can manage your appointment link, working hours, event duration defaults, and the favorite schedule defaults:
The Appointment Link is a unique link for each lead to book an appointment on your calendar. The link will be available in the Events section of the lead and also can populate in email templates using the Meeting Link special field.
The Working Hours section allows you to set the default hours for your calendar's Week & Day view.
The Event Duration Defaults section allows you to set the default durations for tasks and appointments.
The Favorite Schedule Defaults section allows you to add and arrange the typical schedules that you use for your tasks and appointments, using language like "next Monday" or "In one hour". When you apply the schedule on a calendar event, the system automatically calculates the event time and saves it.
The schedule defaults that you configure in your user settings can be accessed via the gear icon in the event popup:
In order to integrate your CRM data with another application, you will need to create an API token.
The API Settings tab enables you to manage the API tokens needed to integrate your CRM account with any third-party application:
For more information about integrating apps with your CRM, please see our API documentation article on using with the Open API.