User: Entity Definition

SETTINGS --- ADMINISTRATION --- USERS

Account Information

• User Name - The name of the User in the Active Directory.

User Information 

• Full Name - The full name of the User.
• Title - The title of the User.
• Primary E-mail - The primary e-mail of the user, must be filled in to link CRM to your e-mail account.
• Mobile Phone - The mobile phone number of the User.
• Main Phone - The main phone number of the User.

POSTS

• This view is a place to see the user's most recent posts. 

TEAMS

• The toolbar allows you to view and/or add team associations to the User.

Queues I'm a member of 

• This view allows you to see the queues the User belongs to.

Organization Information

• Site - The website associated with the organization.
• Territory - A look up to current territory records or where one can be created.
• Business Unit - Will be updated when the record is saved.
• Manager - Will be updated if there is information from the User's account for this field.

Queue Information

• Default Queue - All users have a default queue and this is usually created and filled in when the user is created. 

DETAILS

User Information 

• Home Phone - The home phone of the user.
• Other Phone - Any other phone number associated with the user.
• Email 2 - You may include a secondary email address.
• Preferred Phone - Can be selected if you have multiple phone records.
• Mobile E-mail Alert - 
• Pager - A pager number for the user. 

Mailing Address

• Preferred Address - If the user has multiple addresses you can set the preferred address here.
• Address - An address associated with the user.
• Other Address - Another address associated with the user.