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General Settings

  • Adding a New User to Your Account
  • Main Contact
  • Creating Custom Cards and Fields
  • Customized Activity Types
  • Change or Reset Your Login Password
  • Making a User Inactive
  • Changing the Main Contact
  • Choosing Your Theme
  • Multi-Factor Authentication (MFA)
  • Manage Data Privacy Compliance
  • Change your Login Email Address
  • Edit or Delete a Custom Card/Field
  • Converting Your Database From Another Software
  • User Permissions
  • Managing Your Agency’s Parse Settings
  • Edit Agency Profile
  • Managing Notifications
  • Removing Access for Google Integration
  • Adjusting Font Size
  • Profile Image Settings
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Categories

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