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Customizing the System

Set up your work space so it thinks like you.

  • Customize the System
  • Dashboard Overview
  • Customize Your Contact List
  • Contact Card Overview
  • Category 2 Overview
  • Sources Overview
  • Tags
  • Add Custom Fields to Contact Records
  • Dropdown Custom Fields
  • Edit Custom Field Layout
  • Adjust Account Theme Color
  • Customize the Time Zone and Daylight Saving Time
  • International - Date Format from Month/Day/Year to Day/Month/Year
  • International - Change Currency in the Deals from the $ to the € or £

Categories

  • Boards
  • Getting Started
  • Landing Pages
  • Settings
  • Customizing the System
  • Dashboard
  • Automation
  • Group Actions (ClientTouch)
  • Email
  • Voice and SMS
  • Reports
  • Teams
  • Deals
  • Contacts
  • To-Do
  • Appointments
  • Integrations
  • Mobile App
  • Call for Info
  • Account Management
  • API
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