The Finstral Contacts profile
By clicking on the profile picture in the upper right corner, you can view your status and existing rights and edit your profile settings as follows:
- Enable/disable five different e-mail notifications:
- daily summary
- message on assignment of a new enquiry (notification of receipt)
- e-mail dispatch of created appointments (advisory, submission of offer, negotiation)
Note: dispatch does not apply to those appointments for which the option “by e-mail” instead of “on site” or similar was selected. - e-mail notification for completed enquiries after takeover by another responsible person
- receive a copy of the external e-mail (copy of the e-mail when an enquiry is assigned externally)
- Changing the profile picture and/or language
- Absence: if you set a recurring or one-off absence, and name your corresponding replacement here, no enquiry will be assigned to you in Finstral Contacts during this time.