Use Profile Menu (How-to Video)

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Hi. We're here for a quick how to video on using the profile menu under the username on Whitecup CRM.

From here, we have a couple of different options.

Starting at the bottom.

Of course, log out will log you out and then you can go back to the login screen.

Release notes that will pop you into our knowledge base where you'll be able to access the release notes for CRM and then navigate elsewhere as needed.

Credentials and inbox.

This is where you can see the current credentials that you have attached to your profile, which is for the email inboxes, or you can add a new set of credentials for another email address and or inbox if needed.

And then moving up to preferences.

So preferences and profile both take you to the primary profile and settings area that I have shown in my screen.

So before we look at those options in the left side action pane, just one more call out here to notifications, which will take you into a full view of the same ones that are available from your notification bell icon in the top right.

So using our preferences option will bring us into these options including manage email reports or using the profile option under your username will just bring you into the view or edit profile options.

So I'm already in our edit profile option here so that as needed I can update my phone numbers that are attached to my user, my email address, my signature, or even my profile picture.

So just a couple of ways to keep your profile updated and then that will show your avatar in the top right if you do add one.

And then moving down to change settings, you'll see we have a couple different options to disable some features if you want to turn those off, change your start page, time zone, and other options, including setting your activity feed for how that loads, and then whether to show the tips that pop up on the screen and the boxes with more information as you change screens throughout CRM.

Change your passwords available on the left if you have previously confirmed your email from a link that your administrators would send.

And then finally this Manage Email Reports option.

This is where you can see any reports that you have scheduled from a module list.

And then you can pause them with the stop option or delete them if you no longer need them.

So just to hop over to one of our module lists, we have our schedule option on the right here.

So with this clock icon, we can schedule a list to go out to the assigned to owner based on whatever schedule we set here.

And then we can name it so that when we get this email based on the schedule we'll know which list is coming through.

And this will just go to the list assigned to owner based on the records that qualify for the list at the time and based on the columns that are shown in that grid list view at the time.

So once you create that, that's what will be available in that manage email reports screen or you could stop it and then resume by clicking start when you're ready to resume that, send, or delete it if you no longer need it.

So that's just a quick run through of those options available on your username menu in the top right.

Feel free to reach out with questions and thank you for watching.