AIUNIFY CRM provides each signed-in staff user with a personal profile area.
This profile is separate from Customer and Contact records. Changes made here apply to your own staff identity and personal workspace information.
Use the profile control in the staff interface to open your own profile. The system also provides a staff profile route that resolves to the signed-in user's profile when no other user identifier is supplied.
The profile interface supports a staff profile image.
If you do not currently have an image, the profile form provides an upload field. If an image is already assigned, the interface provides a control for removing it.
Use an appropriate professional image when your organization's communication standards call for one.
Your profile form contains personal staff information such as your name and other account details exposed by your organization's CRM interface.
Review your information carefully before saving changes because your staff identity may appear in assignments, activity, communications, projects, tasks, support interactions, and other CRM records.
The staff profile supports an Email Signature. The system preserves supported HTML formatting and converts normal line breaks when a plain-text signature is entered.
Keep your signature accurate and consistent with your organization's communication standards.
AIUNIFY CRM can store a default language for the staff user.
When the language control is available to you, choose the language you want the CRM to use for your personal interface and save the selection.
After a language change, reload or continue through the interface so that subsequent screens use the stored staff-language selection.
The staff workspace includes a notification interface. Notifications can contain a description, source information, date, and a link to the related CRM record when one is available.
Unread notifications are visually distinguished from notifications that have already been read.
When an unread notification is displayed, the interface provides a Mark as Read operation.
Use notification links to open the related record when appropriate, then mark notifications as read as you process them so that your notification list remains useful.
Your own profile includes a password-change workflow.
If the current password is incorrect, the system will not complete the change.
After updating your profile, save the form and confirm that AIUNIFY CRM reports that the staff profile was updated successfully.
Reopen the profile when necessary to verify important information such as your name, profile image, signature, or language selection.