This article is a quick guide to help you get your user preferences set up as you get started with Chime. The preferences include your time zone, working hours, email name, additional emails, and notifications.
Once logged into Chime, click on Settings > User > Preferences:
First, select your Time Zone from the drop-down menu. This is very important to have set up correctly as it applies to lead routing, etc.:
Next, determine whether you need to customize your working hours. These are related to lead routing as well so it is important to understand how this works. Details can be found in the following article: Working Hours & Vacation Mode.
Check to make sure the "Email Name" is set correctly. This name will appear as the email sender for emails that are sent via Chime (Smart Plans, Welcome Emails, Property Alerts).
Add any "Additional Emails." You can find more information here, but basically the emails you add in this field will also receive new lead alerts that would normally only be sent to your account email:
To learn more about notifications, see Chime Notifications.
Q: I am getting an error: "The user has no chime address." when sending an email to leads, what is the reason for this?
A: This is caused by a missing sending email address in the User Preferences in the Chime Settings. By default, each user is given his/her own sending email for their Chime account but in cases of payment failure of Pending cancellation, this may have been deleted.