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User Menu

On the right side of the screen, under your username, you can see the User Menu dropdown menu. It provides a fast way to access your user profile, calendar, mailbox, and task list. It is also used to log out of the system.

My User

This link opens your user profile. See the My User page description.

My Emails

This link opens the My Emails page—your OroCRM mailbox that stores all the email conversations with your customers or contacts.

The My Emails page contains all the emails:

  • Sent to you in OroCRM.
  • Sent by you in OroCRM.
  • Collected from the external mailboxes. This may be the mailbox for which an IMAP connection has been enabled (if any), as described in the section above, or where other mailboxes are connected to your account. To collect all the newest emails, click the Sync Emails button.

Use the action buttons to process your emails in the grid.

Click the Compose button to create a new email.

My Tasks

On this page you can see all the tasks that have been assigned to you.

My Calendar

This link opens your calendar. Here you can see all the important events and tasks that have deadlines. If permitted, you can also access system calendars and calendars of other users. Please refer to the Calendars guide to learn more about using the Calendars.

Logout

Click the menu item to logout from the system.

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