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
- User Permissions
- Converting Your Database From Another Software
- Edit Agency Profile
- Managing Your Agency’s Parse Settings
- Managing Notifications
- Adjusting Font Size
- Profile Image Settings
- Turning On/Off Automatic Tag Parsing