Launching JustRelate CRM

You may want to create a bookmark for JustRelate CRM in your web browser to make it easier to open the login page.

1. After opening the URL, the CRM start screen appears.
2. Check your login name, enter your password (mind capitalization) and click Login.

For customizing the background images in the login screen if required, please get in touch with your JustRelate project engineer or refer to Background images of the login screen.

By clicking on the small i on the start dialog you can obtain various technical information and, among other things, Resources to generate login settings as a URL and use them as a bookmark, for example.

If you log in to the CRM for the first time, your system administrator can allow access to the system without a password, or you can use a predefined password. As soon as you are in the system, you can pick your own password. To do this,

1. click your profile name from My data,
2. choose the Change password function right in the function bar,
3. enter a new password or change the existing one.

The login screen offers an ad hoc language selection option for the duration of the session (globe button). You can temporarily change the language for the session, e.g. for screen sharing, meetings or demos. Afterwards, the title texts in the login mask (username, password, ...) change. After the con­nection is established, the client sends the selected language to the server, which sets the interface lan­guage and user data language for the current session. The central language setting in the database is ignored for the current session.

The language setting in the login screen is not persisted. The default language is derived from the browser's language setting. Without selecting a language in the login mask, no explicit language is trans­mitted to the server either.

You can permanently change the interface language via the My languages profile menu (requires loggin in again).

When you log in, the system checks if you are logged in already. If this is the case, a warning is displayed, and you have the option to terminate the sessions that are still running.

After logging in, a welcome screen is displayed (web client only) where users (especially those new to the CRM) can watch an introductory video (English) or access the CRM Academy (access data required). The video shows first steps in the CRM system and how to find relevant information in the CRM academy. The checkbox "Do not show again" disables the welcome screen for subsequent logins. Some attributes of the welcome screen can be customized by the administrator.