Setting up your Impact CRM portal details allows you to use the following functions:
Emails
UI information in the CRM
Placeholders for templates
To configure go to Settings > Portal Settings > Details
Fields | Mandatory | Description |
|---|---|---|
Name | Yes | The name of the portal, that is displayed in the Admin Area |
Brand Name | Yes | The brand name (company name) is used as a placeholder on email templates |
Portal Email | No | The email used as a placeholder on email templates. This email will also receive the requests that are sent from the Members Area (/profile/support Menu) |
Phone | No | The phone number can be used as a placeholder on email templates |
Address | No | The address that can be used as a placeholder on email templates |
Languages | Yes | The languages that are supported in the Members Area |
Default Language | Yes | The default language used in the Members Area |