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This Help Center only contains articles for the legacy versions released before 2018. If you use the latest version, please visit the new Knowledge Base.

Account

Account Information

Account information is used for default email footer and billing information.

Account Information
Account Information

Click [Edit] to edit the account information.

Working Hours and Idle Sessions

The settings here is used as default settings for all users.

Working Hours

Used in creating appointment and task.

These two functions are available in Sales Force Automation only.

Idle Time

When the system is idle for such period, users will be logout if no further action.

Reminder Time

Before such period of system auto logout, a reminder message will be popup.

Working Hours and Idle Sessions
Working Hours and Idle Sessions

Click [Edit] to edit the settings.

System Logo

The default system logo. If [Apply to All Users] is enabled, this logo will overwrite all users' logo setting.

System Logo
System Logo

Click [Edit] to edit the system logo.