Location: Admin tab > Settings
- 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.