Settings

 

circle aboutCV Settings Overview circle aboutCVhelp Personal Settings circle config priv Navigation Settings

circle customLabels Application Settings

settingsSettings Overview

Learn about the different types of settings you can modify and how changes affect your experience within the application.


info 16 If you don't have access to settings, contact your ClearView administrator to discuss your permissions settings.

 

 

                                           Settings Overview    camera 60
Access Settings   
   

 


 

personal settings icon Personal Settings

Find out how to change your password, and how to adjust your email address associated with your ClearView account.

Personal Settings Overview     camera 60 
Change Your Password   steps 60
Add or Change Email Address            
Subscribe to Actions in ClearView using a Calendar Application            
   

 


 

navigation settings compass Navigation Settings

Learn how you can customize what links appear on your navigation menu, and the order in which they appear.

  Navigation Settings Overview  

camera 60

        Change Navigation Menu Settings  


steps 60

   

 


 

vae Application Settings

Adjust the settings for high-traffic features, including dashboards, prospect summary views, campaign summary views,and favorites groups.  Manage track and solicitor settings, as well.

Manage Dashboard Settings     camera 60 
Manage Prospect Summary Views     camera 60
Manage Campaign Summary Views  

  camera 60

  steps 60

Favorite Groups Application Settings  

  camera 60 

steps 60

   

 


 


Print