User menu
User menu documentation. This file was converted from DOCX to MDX with extracted screenshots. Review headings, lists, links, images, and formatting against the source document before publishing.
General Information
The User Menu is located at the top of the screen on the bar with the Teliqon logo in the right corner:
The User Menu includes:
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Your personal number — other system users can call you at this number using the call button via the WebRTC client (web phone).
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Call button — clicking this button opens the built-in phone window for making and receiving calls.
During an active call, the user panel interface changes, providing access to additional call management tools:
- Notification icon ("Bell") — notifications will be sent here in the following instances:
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Changes in cards (clients, leads, tasks, deals, etc.) — if you are the responsible manager for that entity.
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New email notifications — provided that your email is integrated with Teliqon CRM. Detailed setup instructions are available at this link.
- Theme Switcher — allows you to choose your preferred display mode:
- Light Theme
- Dark Theme
- Language Switcher — allows you to change the interface language to Ukrainian or English at any time:
- Profile Avatar — provides quick access to your Personal Account settings. You can find a detailed guide on these settings in this section.
Notification history
To view your notification history, click the Show all button.
The page containing the notification history of events and emails will open:
There are two options available on this page:
- Activity Log
Clicking the ID allows you to jump directly to the updated card (lead, client, task, or deal) to quickly review the recent changes.
This functionality also extends to emails: click on an email notification, and the system will instantly redirect you to the Mail section for a quick reply.
You can also manually customize the notification system by selecting the specific Lead, Deal, Task, or Price List events you wish to be notified about.
These settings are available under Settings → Personal.
See this section for more details on notification preferences.
Personal Account
The Personal Account page looks like this:
Use this section to manage your personal information and update your password.
Detailed information about Personal account features is available here.
Account
This guide explains how to manage personal account settings in the Teliqon CRM system. It describes how to access account details, update user information, upload a profile avatar, and change the account password. The document also outlines the interface elements available in the Personal account section.
WebRTC
This guide explains how to use the WebRTC client inside the Teliqon CRM interface. It describes how to initiate calls, manage active call sessions, and interact with CRM entities during a conversation. The document also outlines the available call controls and one-click dialing features.
