Overview
The General Account Settings section centralizes configuration for:
• Business terminology customization (e.g., rename core entities such as changing "Client" to "Sales Team")
• Regional/language formatting for data display
• Currency and number formatting across the system (this includes Client Portal and Lead Source Portal settings)
• Real-time message translation controls
Use Case
Essential for:
Global teams requiring localized number/date formats
Companies handling multilingual communications
Businesses needing consistent terminology across departments (e.g., renaming "Campaign" to "Program")
How to Set Up
Navigate to Account Settings
Access Settings > General from the main menu.
Customize Terminology
Update these fields as needed:
• Client (e.g., Buyers, Sales, Agents, Branches, Customers)• Lead Source (e.g., Affiliates, Marketing Partner, Seller)
• Campaign (e.g., Workflow, Channel, Program)
• Delivery Account (e.g., Receiver Account)
• Delivery Method (e.g., Distribution Channel, Transfer Protocol)
Set Regional Preferences
• Select Language and Region (this will also affect the format of fields such as the long and short date and numbers)
• Configure the Currency Type
Enable or Disable Automatic Translation of Incoming Messages
• Messages received in different languages will be automatically translated to the current display language. Note that the translation services cost $0.000180 USD per token.
Save Changes
• Once done, click Save Changes to update all instances system-wide
Best Practices
Terminology: Use consistent terms across your internal teams to ensure alignment.
Translations:
Disable translation if working in single-language environments to avoid incurring costs.
Test translated messages with native speakers before full rollout.
Troubleshooting
If formats or terminology changes display incorrectly or don't update as expected:
Verify regional settings match your desired locale
Clear your browser cache, log out, and relaunch your browser, then log back in and check if the updates took place
If issues persist:
Gather screenshots of the settings and reach out to Support if further assistance is needed