Personalizing Your Portal Experience

Personalization Options

You can customize the following settings:

Profile: The info within your profile can be edited and customized to your preferences. Here are some edits to consider:
- Profile Photo: We recommend adding a your profile photo as one of your first customizations. It is used when you post to the forum and when someone views your profile or visits your virtual office. Editing Your Profile
- Online Status: the default is to display users who are logged in as online. You can adjust this setting to display online, offline or vacation.
- Default Client Binder: choose you default view as either the Tree View or the Grid View.
- CRM Communication Log: choose your default view as either to standard or Grid View.
- Alerts & Notifications: add monitored email addresses to receive copies of your portal alerts and notices.
- Forum Settings
Quotes & News Ticker: Customize this service with your favorite stock quotes and news sources.

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