Innovate. Connect. Grow.

Amplify your business with the only Salesforce solutions optimized for financial services.

CRM Settings

Update Personal Information

The Personal Information section of the CRM stores all of your information including your name, email, phone numbers, contact information, and user signature information. To edit your Personal Information in C...

Read Article

Update Logo

*Note: The following instructions work best in the Classic Interface. We recommend switching temporarily to make the changes and then switching back to Lightning (if that is your preferred interface) when you a...

Read Article

Signature Banner How-To's

To request a new or edited banner: Submit a case at help.ijungo.com with your logo, photo, license number, and contact details. To Upload Your Banner First, save your new or updated banner to your computer, th...

Read Article

Request a Signature Banner

Jungo Support offers to create a complimentary custom HTML banner signature for your account to help you get started on sending emails ASAP! If you would like a custom HTML banner created, open a support cas...

Read Article

Turn off Task Reminders

As a default, your tasks have a popup reminder that will show up on the day they are due. This reminder is a great way to help you stay on track. If you prefer to work off your Task list on the Home page, you c...

Read Article

Recover Deleted Items from your Recycle Bin

*Note: The following instructions work best in the Classic Interface. We recommend switching temporarily to make the changes and then switching back to Lightning (if that is your preferred interface) when you a...

Read Article

Changing Companies

If you are the system administrator on your account then you can adjust the settings in your CRM to reflect a change in company. This the checklist of items you will want to review: Update Logo Request A N...

Read Article

Edit the Page Layout for Contacts or Loans

To customize the page layout: On the page you wish to edit (Contact or Loan) click Edit Layout in the top right corner (in Classic) or click on the Gear Icon then click Edit Object and then Page Layouts (in ...

Read Article

Schedule A Data Export to Backup Your Data

You can export all of your data from the your Account at any time using Reports or the Data Export feature. To create a full data backup: *NOTE: The following can only be done if you are the Primary User or t...

Read Article

Automatic BCC Settings

You can setup your account to automatically BCC your email on each message you send out through the CRM. These settings can be easily changed if needed. To change the BCC settings in Lightning: Click on Yo...

Read Article