How to Add a Reset Pin Feature to CRM Profiles

Overview

Some users may experience difficulty when trying to add a reset pin feature to service center agent, service center TL, and RTM profiles in their CRM settings. 

Solution

To add the reset pin feature to service center agent, service center TL, and RTM profiles in CRM settings.

Please follow the below steps on how to enable or disable this feature.

Head to the CRM settings , choose configuration > Navigation Access : 

Select Module , choose Customers , and then select the role needed as per your requirement : 

Scroll down to the bottom of the page and click the "reset Pin" checkbox.

Summary

Adding a reset pin feature to CRM profiles can be accomplished by following the steps provided in the video tutorial shared by the support team. This feature can be enabled or disabled as per your requirements.

FAQ

Q1: What is a reset pin feature in CRM?
A: A reset pin feature allows users to reset their pin in case they forget it. This feature can be added to various profiles in CRM settings.

Q2: How can I add a reset pin feature to my CRM profiles?
A: You can add a reset pin feature to your CRM profiles by following the steps provided .

Q3: Can I disable the reset pin feature once it's added?
A: Yes, the reset pin feature can be enabled or disabled as per your requirements.