Application settings in our CRM system are conveniently divided into two categories: administration and user settings, each serving distinct purposes.
When adjustments are made within the administration section, they have a global impact, influencing all users across the CRM. Here are the key options available:
Language and Region:
Tables:
SMS:
Customer:
Tasks:
Projects, Invoices, and More:
Idents:
Notifications:
For individualized adjustments, users can navigate to their settings, tailoring the CRM experience specifically to their needs. The options include:
User-specific Language and Region:
Personalized Table Display:
SMS Sender Name:
Currency Preferences:
Task Preferences: