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Account Settings - General

Understanding your general settings options — customize terminology, regional settings, and translation preferences

Gabriel Buck avatar
Written by Gabriel Buck
Updated this week

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

  1. Navigate to Account Settings

    • Access Settings > General from the main menu.

  2. 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)

  3. 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

  4. 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.

  5. 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

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