Start Here - My Details

You can access My Details in two ways:

1. Settings > User Settings > My Details

or

2. Click the My Details (gear) icon, located CommTrak Information Bar:

The My Details screen contains several sections, presented as tabs:

• Main Info
• Preferences
• Calendar/To-Do Sharing
• Email Signature
• Leave
• Skills
• Expenses

Main Info

• Staff Name
• Email
• Job Title

The above fields will be used in outgoing contact emails, and if you ever forget your CommTrak password, the reset information will be sent to your registered email address.

The following fields are displayed in the CallTrak Staff List screen:

• Staff Name
• Extension No
• Mobile No
• Email
• State

Although the Staff Name, Email and Job Title fields are particularly important, you should also ensure that your other details in the My Details section are correct.

Change your Password

To change your password, enter your new password into the Password field (immediately below Username in the above image), and click Save.

Depending on the security requirements specified by your organisation's CommTrak Administrator, your password may need to meet certain complexity requirements. If your new password does not meet those requirements, you will see a prompt advising you accordingly.

If you have forgotten your password, or are otherwise unable to sign-in to CommTrak, please refer the Support Centre category, Security / Sign-In.

Preferences

The Preferences tab enables you to personalise various features in CommTrak:

• Font Size - options are: normal, large, largest
• Maximum Recent History entries - options are: Company-wide default, 10, 20, 30, 40, 50
• Job View - the default Job View displayed on the Job Details screen. The options in this dropdown list will vary depending on the configuration of the Job Views Settings in your CommTrak's Jobs module.
• Receive Lead Follow-up Emails - options are: Company-wide default, Yes, No
• Receive Ticket Emails - options are: Company-wide default, Yes, No
• Start activity timer on Outgoing/Incoming calls: Yes, No (default is No)
• Receive Workflow Emails - options are: Company-wide default, Yes, No

When Company-wide default is selected, your preference will be according to the global options within CommTrak (as specified by your organisation's CommTrak Administrator).

If you require other users to either view your calendar, or make changes to it (such as creating Sales Appointments), you must give those users the appropriate permission in this section. Select the Calendar to modify, then update the access per CommTrak user (remembering to press Save if you wish to retain your changes):

• No Access: the user is unable to view or change your calendar
• Read only: the user can view your calendar, but cannot change or add entries
• Read/Write: the user can add, update or delete entries in your calendar.

Other calendar settings, such as configuration of third-party calendar integration (e.g. Outlook), are beyond the scope of this article. Please consult your organisation's CommTrak Administrator if you wish to add calendar integrations.

Email Signature

This section determines which email signature is used when you send an email from CommTrak.

The default email signature is Personal, and this signature should be setup in the signature editing window on this screen.

If your organisation's CommTrak Administrator has configured one or more Company-Wide Signatures, you can select one of these as your default email signature.

Do not modify your personal email signature, unless advised to do so by your organisation's CommTrak Administrator. It is important to be aware that it is not possible to copy and paste signatures from external applications such as Microsoft Word and Outlook, as the formatting used in those applications is non-standard and therefore incompatible with the standard email HTML utilised within CommTrak's signatures. Although signatures pasted from external applications may appear correctly in the email signature editor, when sent in an email, the formatting will typically be displayed in an unexpected manner.

Leave

If your organisation uses CommTrak for booking and confirming staff leave, you can request your leave in this section.

When your leave is approved or declined, you will be notified by email, and your updated leave details will be visible in this screen.

The Leave Type list is maintained in General Settings.

Skills

If your organisation uses CommTrak to track employees' certifications and accreditations, the relevant information can be viewed and updated on this screen.

All staff skills are visible on the CallTrak screen (accessible from the CommTrak main menu).

Expenses

This section enables staff to add expense claims for approval.

Please refer to the following article for more information about this feature:

Expenses and Reimbursements

Saving your Changes

Click Save to confirm any changes that you have made.