Accessing and Editing User Preferences
The User Preferences link can be found on the topmost bar of the Vantage CRM Application. To enter the User Preferences page, select the My Preferences link. The user is able to edit or enter new information via inline edit, or by selecting the edit button at the top right had corner of the preferences page and then selecting save.
*Note - It is recommended that the user fill out all pertinent information in the preferences section because it is able to be pulled into merge fields for email templates, workflow rules as set up by the administrator, or signature when composing an email.