You can personalize your profile within FreeAgent CRM. This is helpful to keep everyone in the organization in the loop to various activities, as your profile picture is used to reflect your ownership of certain records. It also shows that a given activity was performed by you.
This tutorial will cover the following topics:
Navigate to Preferences
Open the menu and scroll down until you find Settings and click on it to display the available options and then click on 'Preferences'. Alternatively, you can use the search feature and type 'preferences' to get there faster.
Update your Profile
The fields will include the information provided when your account was first created. You can upload a profile picture and update your first name and last name, just keep in mind that both are required. Just click in the field you want to update and make the changes. Here you can also change the Language of FreeAgent CRM between English and Spanish.
To upload a profile picture click on the square. If you already added a profile picture, click 'Replace' to change it. If you don't want to use a profile picture anymore, click 'Remove'.
To change the Language, simply click to show the available options and select your preferred one.
Once you are done click the 'Save' button located in the top right corner.