- From the Admin tab, click Settings.
- Update the following, as needed:
- Company Name: Input the name of your Company. If your account has multiple companies, this should be your Parent Company.
- Company Logo URL: This specifies the URL for the company logo displayed when logged into the CRM.
- Admin Email: This is the email used when setting up email triggers to go to Admin.
- No-Reply Email: This is the email used when a message is sent from No-Reply. These can be applied to email triggers.
- Default Theme: This field allows you to select the color theme used in the CRM.
- Require Pass Reset Every: This field lets you specify the the number of days before a password reset is required before users log in.
- Announcement: Any text input into this field will display as an announcement on the Dashboard tab.
- Co-Applicant Field: This field specifies the custom field that is used to link a co-applicant to a contact in the intake form. In most cases, the correct field should already be selected for you.
- Use System Creditors: Enabling this option will allow the use of System Creditors in the Creditors tab.
- Send Assignment Emails: If enabled, email notifications will be sent to Users upon being primary assigned to a contact file. To enable email notifications on secondary assignments, use the Client Assigned Email Trigger.
- Click Save Settings when finished.
Sign in
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