How do I configure my CRM Settings?
To manage Settings related to CRM, navigate to CRM > Settings.
From here, you can select the section from the vertical menu tabs.
Company First Mode
This is where you can put your account into Company First Mode. This is ideal if you are working with businesses as Clients rather than Individuals.
CLICK HERE to learn about Company First Mode
Here you can choose to automatically create a Circle for each Company you create. This makes it easier to manage assigned Shared Folders, Portal Pages, etc. for the all Company members.
Choose which Default Fields will be visible while creating a new Contact.
CLICK HERE to learn about adding Contacts
Here you can choose the visibility of the Custom Fields you have created, and mark them as required to be filled out. You can also click and drag each Field to reorder them any way you'd like.
CLICK HERE to learn how to create Custom Fields
Default Form Embed Settings
You can customize how your embedded Forms will look to your Contacts. The Settings here will be the default when creating a new Intake, CRM Update or General Usage Form, but can be individually overridden.
CLICK HERE to learn about creating Intake Forms
CLICK HERE to learn about creating CRM Update Forms
CLICK HERE to learn about creating General Usage Forms
Choose the colors for your Title, Background, Label and Submit Button, and choose the text that will appear on your Submit Button. A preview is shown to the right that changes in real-time as you make adjustments.
You can optionally specify the Submit Button to lighten or darken while the cursor hovers over it, and the intensity.
The message that will appear once the form has been submitted is fully-customizable. You can also choose to disable the message and instead redirect your Contact to a custom URL.
Hide form title: Remove the Title of the Form.
Hide required message: This will remove the "Fields with * are required." text that appears by default.
Remove form padding: Remove the horizontal spacing from either side of the fields and field titles.
Make form transparent: Remove the background entirely. This is useful if you are embedding the Form into a page with an image or design in the background.
Remove border from form: Remove the bottom edge and drop shadow.
Hide vertical scroll bar: By default, the Form will be sized to fit the user's screen resolution with a scroll bar if it exceeds it. Removing the scroll bar will make the form
Add custom CSS: Advanced customization with coding.
CLICK HERE to learn about Custom CSS
Export CSV Permissions
Choose which Roles have permission to export data from Contacts and Companies.
Click each field and choose a Role from the dropdown menu. You can add mulitple Roles per field.