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.
Navigate to Personal Settings
Open the menu and scroll down until you find Personal Settings and there click on it to display the available options. Alternatively, you can use the search feature and type 'personal settings' to get there faster.
The fields will include the information provided when your account was first created. You can update your first name and last name, but 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'.
'Find' performs a quick search on the internet to provide you a couple of options.
If a suitable option is not available, then go for the upload option, where you can select a profile image from the files stored on your computer.
To change the Language, simply click to show the available options and select your preferred one.
Once you are done click the 'Save' button to store all the changes.