In ClearCRM, your personal profile menu gives you quick access to essential tools that help you manage your work, update your details, and log out securely. You’ll find this menu by clicking your name at the top left of your screen.
There are five actions available—let’s go through each of them.
This is your personal summary page.
Here, you’ll find:
Your project involvement
Logged time: total, weekly, monthly, and last month
Your recent notifications, such as task assignments or goal updates
Use this area to stay on top of your activity and alerts.
This page helps you track and review time you’ve logged on work.
You can:
View your time by project, customer, and date
Use filters to zoom in on a specific time period
Export your timesheets if needed
It’s a simple way to understand where your time is going.
Here, you can update your personal and account details:
Change your name, email, or profile image
Add a phone number
Select a default language
Add social media links and your email signature
You can also change your password at the bottom of this page.
Remember to click Save after making any updates.
This setting allows you to change the system language for your interface.
Just select your preferred language from the dropdown and ClearCRM will reload in that language immediately.
Use this option to securely log out of your account when you’re done.
