How to make life more convenient: Setting Your Personal Options
Posted Wednesday, March 10th, 2010
Setting your Personal Options is like choosing the right playlist on your MP3 player before going on a road trip. It’s not required, but it’s going to be a pain when you try and choose the playlist going 70 down a four lane highway. Getting your ducks in a row before entering data into CRM will keep inefficiency – and stress – at bay.
I usually advise clients to set at least their basic Personal Options before diving head first into utilizing CRM. Choose your currency, apply the correct Time Zone, select what you want to view as soon as you log into CRM – these are a few of the options on the General tab.
Here are my top three reasons for setting your Personal Options before using CRM:
1. Access Speed: Are you in Marketing? Maybe you would want to view Campaigns, Marketing Lists immediately from your Workplace pane. Are you a sales representative who spends time analyzing Leads? You can select to default to your Active Leads view as soon as you open CRM in the morning.
2. Time Saver: Would you want to fill out the Currency field every time you create an Opportunty? I wouldn’t. Unless you specify your default currency, you will have to enter the Currency field before you populate any monetary fields.
3. Maximum Record Availability: No one wants to spend 5 minutes scanning through a collection of 50 record per page listview. Set the Records Per Page to 250. This will minimize your efforts and maximize your results.
If you set your Personal Options beforehand, you will save time in the future and be a more productive CRM User in the process.
Already using CRM? You can still set your Personal Options. If you’re wondering why you’re still only seeing 50 records per page, it’s because your Records Per Page has not been altered from the default.
Tags: CRM Personal Options, Default CRM Currency, Default Landing Page CRM, Records Per Page CRM, Time Zone CRM, User Settings CRM
Posted in Dynamics CRM, Personal Options/User Settings
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