CRM Organization Administration Help

Overview The Organization Administration section contains links to tools that enable you to set your default currency, set default language, and set default time zone.

Customer Self Service Portal Management

Click the Customer Self Service Portal Management link. This will take you to the New Self Service Portal Configuration page.
You can specify specific pages to redirect the user to on logout and if there is a login error.
You can also customize the header and footer of your service portal using valid HTML code.
You can also upload your companies’ logo and display it wherever you want in the header. Place your logo in your header or footer code to show the Image.
In the Custom Pages section, enter the full URL (e.g. https://www.sitename.com/logout.html) in the Logout URL textbox. Type the URL in the Error URL textbox.
In the Portal Configuration section, enter the appropriate content in header and Footer Text area.
In the logo Section section, you can upload your own logo from Upload File textbox.
Click the Save button to save your changes. Click the Cancel button to cancel your changes.

Disk Storage

Click the Disk Storage link. This will take you to the Disk Storage page.
The Disc Storage page shows you number of records, Storage Used (MB) for each tab.
Choose a type from the drop down menu. After the field has been created there is no way to change its type.
Click on required check box if you want this field to be required.
Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Custom Tabs and Fields page.
Choose Edit to edit the name of the field that you have entered. Then click the Update button to update your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Custom Tabs and Fields page.
Choose Delete to delete the field that you have entered. Then alert will appear and you can click OK button to delete the field or click the Cancel button to leave the field.

Edit Organization Information

Click the Edit Organization Information link. This will take you to Organization Profile page.
This page will show the organization details such as organization name, phone, fax, etc.
Click the Edit button to edit or enter new information.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Set Default Currency

Click the Set Default Currency link. This will take you to Customize Currency page.
From Set Default Currency Click the Change button and select your default currency from the drop down menu.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Set Default Language

Click the Set Default Language link. This will take you to Customize Language page.
From Set Company Default Language Click the Change button and select your default company’s language from the drop down menu.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Set Default Time Zone

Click the Set Default Time Zone link. This will take you to Choose Time Zone page.
From Set Company Default Time Zone click the Change button and select your default company’s time zone from the drop down menu.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made.

Grant Salesboom Technical Support Login Permission

Click the Grant Salesboom Technical Support Login Permissions link. This will take you to the Grant Salesboom Technical Support Login Permissions page.
In the Date and Time text box enter the date and time.
Salesboom technical personnel may need to enter your account when you need assistance. To allow Salesboom technical personnel to enter your account, please enter a date and time below. The date and time you enter will indicate that you give Salesboom technical personnel permission to enter your account anytime up until the date and time entered. If you do not wish Salesboom technical personnel to enter your account, simply leave the field below empty.
Click the Save button to save any changes you have made. Click the Cancel button to cancel any changes you have made. You will then be taken back to the Customize Selection Lists page.