Settings
1. Settings: Overview
The Settings module is your CRM’s central control panel for defining how the system behaves, wh...
2. How to Configure Security and Authentication
A robust security and authentication setup is fundamental to protecting sensitive customer data a...
3. How to Configure Statuses
Effective status management lets you tailor client and request lifecycles to your business proces...
4. How to Manage Languages and Translate CRM
Supporting multiple languages in your CRM ensures that users across regions can work in their pre...
5. How to Manage Translations
Short UI elements—like button labels, menu items, and field names—are handled in Settings > Trans...
6. How to Manage Texts
Long, structured content—such as notifications, email bodies, tooltips, and rich messages—is mana...
7. Clients Types in Configurations
Clients Types define different types of clients within the system. By default, there are two sta...
8. Configurations: Verification levels
In Configurations, Verification Levels play a key role in managing the client verification proces...
9. Configurations: Verification Documents
In Configurations, the Verification Documents section allows administrators to define the require...
10. Clients Custom Fields
The Clients custom fields section allows administrators to define additional, customizable dat...