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Settings

Introduction​

The Settings feature of the CRM system allows you to customize the CRM according to your needs and configure settings for various aspects of the system. This guide explains the functionality of each setting and how to use it effectively.

Company Settings​

The Company Settings allow you to define your company information, including name, logo, and address. You can also set the default timezone and language for the system.

Business Address​

The Business Address setting allows you to define the physical address of your business, which can be used for invoicing and shipping purposes.

App Settings​

The App Settings allow you to configure settings related to the appearance and functionality of the CRM system. You can customize the colors and layout of the system and enable or disable various features.

Profile Settings​

The Profile Settings allow you to configure settings related to your user profile, such as your name, email address, and profile picture.

Notification Settings​

The Notification Settings allow you to configure settings related to the notifications you receive from the CRM system, including email and in-app notifications.

Currency Settings​

The Currency Settings allow you to define the default currency for the system and set up additional currencies for use in invoicing and payments.

Payment Credentials​

The Payment Credentials setting allows you to enter the credentials for payment gateways used by the CRM system.

Finance Settings​

The Finance Settings allow you to configure settings related to invoicing and payments, including tax rates, payment terms, and invoice templates.

Ticket Settings​

The Ticket Settings allow you to configure settings related to the ticketing system, including the types of tickets and the default priority level.

Project Settings​

The Project Settings allow you to configure settings related to project management, including the types of projects and the default project stages.

Attendance Settings​

The Attendance Settings allow you to configure settings related to attendance tracking, including the types of attendance and the default attendance status.

Leave Settings​

The Leave Settings allow you to configure settings related to leave management, including the types of leave and the default leave policies.

Custom Fields​

The Custom Fields setting allows you to define custom fields that can be used in various parts of the system, such as customer or project profiles.

Roles & Permissions​

The Roles & Permissions setting allows you to define user roles and set permissions for various parts of the system.

Message Settings​

The Message Settings allow you to configure settings related to messaging within the system, including email templates and message formatting.

Lead Settings​

The Lead Settings allow you to configure settings related to lead management, including the types of leads and the default lead status.

Time Log Settings​

The Time Log Settings allow you to configure settings related to time tracking, including the types of time logs and the default time log status.

Task Settings​

The Task Settings allow you to configure settings related to task management, including the types of tasks and the default task status.

Task Workflow Settings​

The Task Workflow Settings allow you to define the workflow for completing tasks, including the stages and actions required to complete each task.

Zoom Credentials​

The Zoom Credentials setting allows you to enter the credentials for the Zoom video conferencing service.

Webex Credentials​

The Webex Credentials setting allows you to enter the credentials for the Webex video conferencing service.

Google Meet Credentials​

The Google Meet Credentials setting allows you to enter the credentials for the Google Meet video conferencing service.

Social Login Settings​

The Social Login Settings allow you to configure settings related to social media login, including the types of social media accounts that can be used to log in to the CRM system.

Security Settings​

The Security Settings allow you to configure settings related to security, including password requirements and two-factor authentication.

GDPR Settings​

The GDPR Settings allow you to configure settings related to compliance with the General Data Protection Regulation (GDPR), including data retention policies and data export capabilities.

Conclusion​

The Settings feature of the CRM system provides a wide range of customization options and settings for various aspects of the CRM system, allowing you to tailor the system to your specific needs and preferences. By using these settings effectively, you can optimize your workflow, improve efficiency, and enhance your overall experience with the CRM system. It is important to regularly review and update your settings to ensure that they remain up-to-date and aligned with your business needs.