Office preferences

Office preferences

Office Preferences is the hub of where you change any and all office information in Touchbase. The Office Preferences section includes several sub-tabs.
General Info
- General info is the main Office Preferences page, it's where you can:

  • Change the default order of the names in your office.
  • Opt in or out of including the senders initials in a message.
  • Abbreviate the office's name when sending a text message.
  • Abbreviate the office's name in the branch list.
  • Upload your logo so that it shows in your reports.


Dispatch - Where you select your office's default setting for how messages are dispatched.
Shortcuts - Allows you to program messaging shortcuts.
Opening hours - Allows you to manage when your office is open/closed throughout the week.
Holidays/Closed - Allows you to program days of the year where your office is closed.

Managed by Touchbase - a section of features and functions managed by Touchbase staff. To change any of these settings, please contact us.
If you have any questions about your office preferences or settings, contact us via the Contact Us section in the Tools menu bar when you're logged into Touchbase.