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profile [2024/08/26 17:28] tina.roblesprofile [2025/12/19 18:50] (current) tina.robles
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 **__User Settings__** **__User Settings__**
  
-To update account profile settings, select the User Settings option in the dropdown under your name.+To modify your account profile settings, select the User Settings option from the dropdown menu located under your name.
  
 {{:pasted:20240826-172703.png}} {{:pasted:20240826-172703.png}}
  
-The Profile screen is broken out into four sections: Profile, Reset password, Options, and Internet Calendars. 
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 **Profile** **Profile**
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 Click Save after making updates. Click Save after making updates.
  
-Notification Types can be set to receive notifications either via the notification icon or email automatically for any notes/attachments added to Invoices, ClaimsContracts and CRM This means that even if the user entering the note has not specifically selected you to receive notification, you will still be notified Below are the notification types and a description.+Notification settings can be configured to ensure automated receipt of alerts, either via the system notification icon or emailfor all notes and attachments associated with Invoices, Claims and Contracts. This design guarantees notification delivery even when the user entering the note has not explicitly designated you as recipientThe defined notification types and their respective descriptions follow.
  
 {{:pasted:20180712-095245.png}} {{:pasted:20180712-095245.png}}
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-**Internet Calendars** 
  
-This section is used for clients with CRM data.  More information can be found in the [[setting_up_task_calendars|]] of the help documents. 
profile.txt · Last modified: 2025/12/19 18:50 by tina.robles