Overview
Help users set personal preferences that affect language, calendar display, and date/time behavior.
Main purposeHelp users set personal preferences that affect language, calendar display, and date/time behavior.
Important areasLanguage preferences, default calendar view, time zone, save preferences.
Business valueCorrect preferences make QCRM easier to use and reduce date/time confusion.
Where To Find It
Common Path: Setup > Settings
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Each user can save a preferred language, time zone, and default calendar view.
- Changing the language reloads the interface so translated text can apply.
- Calendar and dashboard time-based views use the saved time zone.
Main Areas
| Area | What It Is Used For |
|---|---|
| Language preferences | Controls interface language. |
| Calendar preferences | Controls default calendar view. |
| Time zone | Controls how event and due-date times are displayed. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Language | Preferred interface language. | Choose the language the user works in. |
| Default calendar view | Day, week, month, or agenda. | Use week for daily operations and month for planning. |
| Time zone | User time zone. | Set accurately for meetings and due dates. |
| Save preferences | Applies preference changes. | Use after every change. |
Recommended Workflow
- Open Settings from Setup.
- Choose the preferred language.
- Choose the default calendar view.
- Choose the time zone.
- Save preferences and allow the page to reload if the language changed.
Best Practice
- Set time zone before creating many calendar events.
- Use week view for operational users who plan day-to-day work.
- Ask an administrator if the language you need is not available.
Troubleshooting
- If the language does not change, save again and refresh the browser.
- If event times look wrong, confirm time zone settings.
- If the settings page does not save, check required fields and retry.
FAQ
Do settings apply to all users?
No. These are personal preferences unless an administrator changes shared setup pages.
Why did the page reload after language change?
QCRM reloads so the interface can apply the selected language.