As a CRM user, you can configure and update your general account and notification settings that fit your needs.
To change your notification settings, click on your name in the top-right corner and click Settings:
The Settings page will open up with the Account Details, Notifications, Calendar Settings, and API Settings tabs as shown in the below example:
On the User Settings tab, you can update your contact information and enable or disable the Email Alerts (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 password, your new password, and the password confirmation and then click Update Password.
If you are 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).
When your Task or Appointment schedule approaches a pop-up will appear as shown in the below example:
If more than one reminder is scheduled to appear within the same time frame, you will be able to see all of the reminders within the same pop-up.
In the below example there are two reminders in the pop-up, and you can switch between the reminders by clicking on the scroll button on the right:
If you need to reschedule a Task or an Appointment you can do so right from the pop-up.
Click on the Reschedule button, select a new date and time (and optionally the Snooze setting) and then click the second Reschedule button:
If needed, you can also change your notification settings in the pop-up (without going to the Settings page).
Click on the Wrench icon in the pop-up, select your new settings and click Save Settings:
To hide your notifications click on Hide All button (or the Hide button, if there is only one reminder):
Below is a list of the available CRM events with descriptions and example popups:
Calendar Event Created For Me
Notifies you when a Calendar Task or Appointment is designated as Set For you.
Calendar Event Created For My Lead
Notifies you when a Calendar Task or Appointment is created for a lead to which you are assigned.
E-Signature App Activity
Notifies you when E-Signature Application is opened or signed.
Notifies you when an email sent by you or another user on a lead to which you are assigned is opened by a recipient.
Notifies you when an email is received from an email address saved on a lead to which you are assigned.
Helpdesk Ticket Assigned By Others
Notifies you when a Helpdesk ticket is assigned to you by others.
Helpdesk Ticket Commented By Others
Notifies you when a comment is posted to a Helpdesk ticket and you are selected to be notified.
Helpdesk Ticket Created By Others
Notifies you when a Helpdesk ticket is created and you are selected to be notified.
Helpdesk Ticket Resolved
Notifies you when a Helpdesk ticket to which you are associated is marked as Resolved.
Notifies you when a single lead is assigned to you by a user, POST, or API.
Lead File Uploaded
Notifies you when a file is uploaded to a lead and you are selected to be notified.
Lead Import Status Changed
Notifies you when your lead import begins, completes, or fails.
Lead Note Added
Notifies you when a note is posted to a lead and you are selected to be notified.
Lead Received From API
Notifies you when a lead is received from the API or POST token and you are selected to be notified.
Lead Status Changed
Notifies you when a lead to which you are assigned has its status changed.
Notifies you when you are assigned to a merchant account.
Merchant Started Processing
Notifies you when a merchant submits an aggregated batch total over your batch threshold, for example, $10 (the default CRM setting).
Merchant Stopped Processing
Notifies you when a merchant exceeds their Days Until Notice threshold for not submitting a batch.
Phone Call Missed
Notifies you when you miss a call to your extension or group.
Residuals Report Published
Notifies you when a residuals report is published that includes merchants to which you are assigned.
Notifies you when an SMS is received from a phone number saved on a lead to which you are assigned.
Notifies you when a TurboApp is submitted to a processor and you are selected to be notified.
Notifies you when a TurboApp is updated by the processor with a comment or status change.
Notifies you about visitor tracking events.
Notifies you when a voicemail message is left for you or your group.
On the Calendar Settings tab, you can manage your frequently used custom dates and the default durations that will be applied to all new tasks and appointments:
The custom dates may be re-ordered by dragging and dropping a date into an appropriate position on the list.
When a new task or appointment is being added, you can open your custom date list using the Custom Dates icon:
Your list of custom dates will now show up in another pop-up where you can select the desired date for your new event:
In order to integrate your CRM data with another application, you will need to create an API token. On the API Settings tab, you can manage your API tokens needed to integrate your CRM account with any third-party application:
For more information about integrating with your CRM, please see our API documentation article about working with the Open API.