Setting User Language and Format Preferences

You can set user currency, date, and language information as well as licensing information using the Edit User Profile page. You can also set user prompts for certain Blue Sheet data.

Before setting user preferences, refresh the user list to ensure that all applicable CRM users are available.

To edit user data:

At the User Maintenance page, click on the Edit link next to the desired user. The Edit User Profile page appears for the selected user. See the Edit User Profile field table for information on the fields on this page.

Edit the information as desired and click Save. The User Maintenance page reappears.



 

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