Personal Profile

Controlling your personal profile details.

Where can I update my personal preferences?
You can manage your personal preferences on the "My Profile" page. Once logged in, simply navigate to the "Welcome" message in the upp...
Wed, Sep 28, 2022 at 2:32 PM
Forgot Password?
We sometimes forget to save our passwords and it leads us to not being able to log in to our accounts. If you forgot your Fieldnotes password, you can reset...
Tue, May 25, 2021 at 12:12 PM
Signatures & More
Where can I add my signatures? To personalize your communications with all your emails and SMS messages, you can add your default signature/e-business car...
Wed, Sep 28, 2022 at 2:37 PM
Auto-Signature (Premium Add-On)
Adding email and SMS signatures were demonstrated in the previous article. Reminding you that having this part set up ensures that all of your emails and SM...
Wed, Sep 28, 2022 at 3:12 PM
Time Zone Settings
The time zone setting is often overlooked but is an important setting. Based on your time zone, it is used to let CRM know when to schedule appointments or ...
Wed, Sep 28, 2022 at 3:55 PM