Options – Personal Info,

Photo, Logo, and Signatures

Basic details for your account can be entered in the “Personal Info, Photo, Logo, and Signatures” section of the Options Tab. The information entered here will be used throughout the BNTouch CRM to populate various fields, marketing, and communication. This section is divided into four sub-tabs.

The first sub-tab, “Personal Info,” contains basic contact and reference information for your account. Text can be entered into the various fields, including your name and title, phone and email contacts, NMLS number, social media links, and office contact information. To the right of most fields, contained within hashtag signs, are meta-tags. When these tags are used elsewhere in the BNTouch CRM, the corresponding data will automatically be inserted in their place.

Below your name and title, you can use the “Change Password” link to modify the password for the username listed for your account.

At the bottom of the page, you can enter different email addresses for Daily Digest and Alert/Reminder emails. Using the drop-down menus, you can choose whether you want marketing steps marked “Self” to be sent to you and which email to have them sent to.

When finished, click “Update Information” to save what you have entered.

In the “Photo & Logo Upload” sub-tab, you can upload custom images to represent you in your communication and marketing. Use the “Choose File” button to find a JPG image file that is less than 273kb on your computer, then click “Open” to upload it. You can upload a higher-resolution version of your photo and logo for use in print materials in the “Print Quality” options. The normal-resolution options will display here, and the print-quality options can be checked by clicking “Click here to Preview.”

When finished, click “Upload Images” to save any changes.

The “Company Information” sub-tab will show your BNTouch company account information. These fields can only be modified by an administrator account. If you are currently logged in as an administrator, the “Click here” link at the top of the page will take you directly to the “Company Information” tab of your Administration module.

A customized default signature can be configured for emails and in-system communication in the “Personal Signature” sub-tab. This signature can include meta-tags to pull information from elsewhere in your CRM, and HTML code can be used as well.

“Social Icons” can be added or removed using the drop-down menus to provide links to your social media platforms in your signature.

When finished, click “Update Signatures” to save any changes.