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CRM Settings

My Settings / Account Setting

Account Settings gives you the ability to change your BPO / CRM Password.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

My Settings - Account Settings

  • Click on the Settings button to the right of your UserName.

  • The session Options page will pop up.
  • Click on Settings.

  • The Settings screen will be displayed.
    1. The Rental Fees tab will be selected by default.
    1. Click on My Account Settings tab.

  • The Change Password details will be displayed.
    1. Type in Current Password.
    1. Type in the New Password - and
    1. Confirm, by typing the new password in again.
    1. Click on Save.
      • Note 1: If you don't see the Save button - make sure your Settings screen is maximised.
      • Note 2: You can also use the Save icon at the top right of your screen to save changes.

  • You will return to the Dashboard.