Personal Settings

Profile

View and edit your name, phone number, email, profile photo, password, and language

Email Preferences  

MMC Bulk Email functionality enables you to send tracked emails to your accounts in MMC. Bulk Email is a premium MMC feature that needs to be turned on at the organizational level. To learn more about setting up Bulk Email - please visit the "Setting Up Bulk Email" article here

Calendar Sync

Calendar Sync allows you to connect your external calendars with your Map My Customers calendar and customize what information is sent or received.  It allows you to automatically send Map My Customers activities to your calendar, and see your external calendar events as activities in Map My Customers.

To access Calendar Sync:

1. Click on “Calendar Sync” under Personal settings 
2. Click on “Sync with my Calendar”
3. Then you will be prompted to sign with your email address
4. Enter your email account (Gmail, Outlook etc) and allow access
5. After you have selected a Calendar to sync, choose your Sync direction:
   • MMC to Calendar: Events in your MMC calendar are copied over to your external calendar. This means that events on your external calendar do not transfer to your MMC calendar.  Only MMC events transfer to your external calendar.
   • Calendar to MMC: Events in your external calendar will appear as Activities on Map my Customers.  This does not send MMC activities to your external calendar.  Please note, your personal calendar events can only be synced as one activity type.
   • Two-Way: This provides a bi-directional sync between calendars.  Events on your external calendar are sent to MMC and your MMC activities are sent to your external calendar.  Please note, your personal calendar events can only be synced as one activity type.
   • PLEASE CONSIDER: If you sync your external calendar to MMC, any event on your external calendar will appear in MMC whether that is internal meetings or a dentist appointment you have on the calendar
     
     
     

6. Determine which Activity Types you want to sync between Map My Customers and your calendar 

   • Note: We strongly advise against syncing all activity types to reduce clutter. Most users choose to sync only Visits and Meetings.
     
     
7. Select if Activities you have been assigned, Activities that you have created / own or both should sync to your external calendar 
   • Additionally select if recurring Activities should sync to your external calendar
8. Choose whether or not you would like Notes syncing to your external calendar 
   • Note: If enabled, invitees on your calendar may be able to view notes left on your Map My Customers activity
9. Hit Save and start sync to initial the calendar sync

We currently support the following email platforms: Gmail, Exchange, Office 365, Microsoft Outlook, Apple, Yahoo, and AOL.  External email platforms could have settings in place to prevent access.  Please work with your email administrator to understand email connectivity options for your organization.