How to configure your Localization preferences


To set your Localization preferences from within your OnePageCRM account, click on your User/Profile icon (in the top right-hand corner) → SettingsLocalization tab.

Here you can set your preference for:

  • Time zone
  • Currency
  • Date and Time
  • Calendar week starts on
  • Skip weekends when scheduling actions
  • Location for attached files (Datacenter)

Notes:

  • Once you select the new localization setting, the changes will save automatically.
  • Sub-users can only set their preferences for:
    • Time zone
    • Calendar week starts on
    • Skip weekends when scheduling actions
  • Other Localization settings are only available to Account Owner or Administrator. See details on User permissions here.
  • Most countries will automatically have a 24-hour format set by default except the following, which will have a 12-hour format by default:
    • Australia
    • Canada
    • Colombia
    • Egypt
    • India
    • Pakistan
    • Philippines
    • Saudi Arabia
    • United States
    • New Zealand

Choose on which day your Calendar weeks starts on

OnePageCRM allows you to choose if your week should start on Mondays or Sundays, depending on your calendar preferences.

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To update this, go to your User/Profile icon (in the top right-hand corner) → SettingsLocalization tab → Calendar week start on and simply choose an option from the dropdown menu.

How to skip weekends automatically?

Each user has the option to choose if the weekend should be skipped when using Saved Actions or if a Next Action is assigned by the Autoflow feature.

By default, this feature is turned off and you can choose from the following options:

  • Off
  • Friday
  • Saturday
  • Sunday
  • Friday and Saturday
  • Saturday and Sunday
  • Friday, Saturday and Sunday
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To update this, go to your User/Profile icon (in the top right-hand corner) → SettingsLocalization tab → Skip weekends when scheduling actions and simply choose an option from the dropdown menu.

Notes:

  • This feature is user-based and each user can update this depending on their preference.

Where are my attachments stored?

In OnePageCRM you can choose the location of the data center where you want to store your attachments. It's recommended that you select the location that is nearest to you for a faster experience. For example, if you're living in California, then we'd advise selecting the data center located in North California. 

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You can choose your preferred datacenter by going to your User/Profile icon (in the top right-hand corner) → SettingsLocalization tab → Location for attached files (Datacenter) → Select the datacenter location closest to you.

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