Alexa Best Small and Medium Business CRM Software - ConvergeHub

User Profile

Company admin can manage his profile from the view profile section.
To view/edit the personal profile, the admin needs to click on ConvergeHub which appears on hovering the mouse on the account image or name at the upper right corner.

Example –
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The admin can access the profile details from the left navigation as well.
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The details of the Profile Setting are displayed through the tabs General, Address, Setting, and Email Signature. The admin can change the profile password by clicking on ConvergeHub at the top.He can edit the profile details by clicking on the ConvergeHub link.

General
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The General tab displays information such as First Name, Last Name, User Name, Reports, Phone, Email.
The admin can edit the details by clicking on ConvergeHub icon that appears on hovering the mouse on the present data.

Address
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The Address tab displays the primary and Other address.
The admin can edit the details by clicking on ConvergeHub link at the top or clicking on ConvergeHub that appears on hovering the mouse on the present data.

Settings
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  • The Setting tab displays the Export Charset, Export Delimiter, Time Zone, Time Format, Date Format, Phone Format, Default Phone Code, Fax Format, Landing Modules, Language and Currency. The details inputted in these fields is set default for all the modules in ConvergeHub CRM. The admin can edit the details by clicking on ConvergeHub link at the top or clicking on ConvergeHub that appears on hovering the mouse on the present data.
  • Clicking on ConvergeHub will bring back the data set by default in Converge CRM.

Email Signature
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The Email Signature tab displays the signature set by the admin for all his emails. Email signature can be edited by clicking on ConvergeHub link at the top.

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