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Preferences

Setting preferences is also part of system configuration. To set preferences, select "Setting your Preferences" tab from the top right corner of the screen as shown below:

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Figure: Setting Preferences (step 1)

Selecting preferences button opens following screen:

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Figure: Display Settings (step 2)

1. Allow or restrict paging for any page of the system.

2. Specify records per page you want to display.

3. Select the display type of the page numbers, either you want to display digits as 1, 2, 3 etc. or you want to display "Next" and "Previous" instead of page numbers.

4. Select display style from the list, whether you want to display the page numbers at the top/bottom/both.

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Figure: Default Email Settings (step 3)

1. Specify display name e.g. Sales Manager

2. Specify e-mail address e.g. sales@advanced-crm.com

3. Specify password

4. Specify SMTP Server name e.g. mail.advanced-crm.com

Additional Information: SMTP stands for Simple Mail Transfer Protocol. It is a standard protocol used for mail transmission over the Internet.

5. Select authentication types from the list named as Auth Type.

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· Select None if no authentication is required. In this case, it is assumed that open relay is on or IP address is added in allow list of mail server.

· User/Login is the basic authentication type

· NTLM

6. Select this checkbox to ensure secure connection. Also specify port number.

Additional Information: SSL stands for Secure Socket Layer

7. Click this button to generate a test mail

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Figure: Change Password (step 4)

To change your password, specify the required details as follows:

1. Specify your old password.

2. Specify new password for the system.

3. Specify your new password again to confirm.

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Figure: Regional Settings (step 5)

To change your regional settings:

1. Specify your Time Zone.

2. Specify date format according to your liking.

3. Specify time format according to your liking.