SalesdeskSuite

My Profile

Modified: 2009/07/22 11:19 by daisy - Categorized as: Profile
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Purpose

To edit your user login information.

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Locations Used



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Overview

Every user must have a user account before he/she can use the SalesdeskSuite application.

To view and/or update your user account information, click on the MY PROFILE button at the top right corner of the SalesdeksSuite window.

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My Profile


1. First Name, Last Name - Enter the user's first and last names.

2. Email - Enter the user's email address.

3. Logon Name - Enter the name to display for this user once he/she is logged on to SalesdeskSuite.

4. Password - Enter a password for the user's SalesdeskSuite login.

5. Themes - Select a theme from the pull-down menu that you wish to apply to the SalesdeskSuite application. Themes are used to customize the look and feel of the application.

6. DELETE ALL CONTACTS Button - Click on this button to delete all this user's contacts from the SalesdeskSuite database. You will be asked to confirm this action. Click on OK to proceed, or CANCEL to discard the request.

7. Click on the SAVE button to save your changes; click on the CANCEL button to discard your changes.

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