eGuide: Using My Profile

Last Revised:     Written by Veloxity CRM    Time Estimate: About 2 minutes to read. Version 2.0
Contents


What is My Profile?

Definition

My profile is a record of your preferences and personal details in Veloxity CRM.

How can I use My Profile?

My Profile allows you to customize your Veloxity CRM experience:

  • Personalize the look of Veloxity CRM by changing your profile image, changing the theme (colors and fonts), and customizing the main menu.
  • Navigate basic system features such as changing your user group (if you belong to more than one group), changing your password, and signing out.
  • Configure your email and calendar account to use within Veloxity CRM..
  • View your activities, changes made to your information, and job-related details. 
  • Access Application Manager (if you have administrative privileges).

Where can I find My Profile?

My Profile is located to the right of the screen on the Main Menu. 

From the Main Menu, click the circular icon with your initials or avatar. 

Navigating My Profile

You are looking at a screenshot of My Profile on the Main Menu.

Figure 1. My Profile on the Main Menu.

How can I use My Profile? 

Feature How to Use

My Profile

My Profile is the record of an individual user in Veloxity CRM.

Use the User Record to view and update your information:

  • View and add activities
  • Add files
  • Update your contact information
  • Link records
  • Update job title
  • View username

Change Group

 Switch to another user group in Veloxity CRM. If you belong to multiple user groups, this option can be used to change which group is in effect.

Change Password

 Change your password.

Change Profile Image

 Change your profile image.  Allows a custom image to be used as the User Profile Image in place of the system generated first letters of the user’s first and last name.

Customize Theme

 Customize the theme of Veloxity CRM for your own personal use and display. The Theme Manager allows users to customize the appearance of Veloxity by specifying the colors and formatting of toolbars, text, icons, and more.  While this does not customized the system theme, themes can be imported and exported, allowing users to share themes.  Themes can also be managed at the user group level in the Application Manager.

Customize Main Menu

Customize the components in the main menu:

  • Sections: Allows the order of the main menu to be set.   The items will appear from left to right on the main menu based on how they are order from top to bottom in this section.
  • Features: This section allows menu items to be hidden or made visible by clicking the “Is Visible” check box.
  • Favorites: Allows particularly features to be selected as favorite features.

Configure Email and Calendar

Set up your email and calendar to integrate with Veloxity CRM. 
Configure Web Conferencing

Web Conferencing configures your Veloxity system to work with your web conferencing account.

  • Your Veloxity Administrator sets up the company-wide Web Conferencing Service in Veloxity CRM (GoToMeeting or Zoom).
  • Click Configure Web Conferencing and enter your login information to connect your web conferencing user account to Veloxity.

Once configured, click the meeting icon to schedule and send meeting invitations through Veloxity.

Display Mode

 Veloxity automatically adjusts display mode to desktop, tablet, or mobile. You can manually select a display mode here.

Help

 Connect with the Veloxity Help and Learning Center. Turn on/off Help icons for in-app support in Veloxity CRM.

Billing

 Click to view the billing summary and to renew subscription options. (Administrator-access only.)

Version 

 Displays your current version of Veloxity CRM.

App Setup:

CRM Setup

Veloxity Setup

 Access to Application Manager features available to users with administrative privileges. Application Manager enables an administrator to setup Veloxity CRM and configure the Veloxity platform.  (Administrator-access only.)

Logout

 Sign out of Veloxity CRM.