General Settings

Customizing Statuses

1. Go to the “Group Settings” tab on the left-hand side of the page and click on the “Status Types” button.

2. Click on the pencil icon beside each status to edit the name, status kind, and image that will show on the contacts. You may not need a status kind for every type, so adjust as needed.

3. If you need more options, click on the blue “ADD” button beneath the list of existing statuses and enter all the information.

4. You can rearrange the order of the statuses by clicking on the three-row button on the left of every status and dragging it up or down to the desired placement.

Adding Custom Fields

1. Go to the “Group Settings” tab on the left-hand side of the page and click on the “Custom Fields” button.

2. Click on the blue “ADD” button beneath the pending list of existing fields and enter all the information on the pop-up screen.

3. Click on the pencil icon beside each status to edit the custom fields you add.

4. You can rearrange the order of the fields by clicking on the three-row button on the left of every field and dragging it up or down to the desired placement.

Finalizing Settings

1. Go to the “Group Settings” tab on the left-hand side of the page and click on the “General” button.

2. Here you can determine the default date range, time zone, photo quality, token expiration time, language, and reminders

3. Make sure you specify your company’s workdays and hours.

Back

Open

How to Create Users & Teams