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 Overview
- 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 Overview
- How to Remove "Powered by AllClients" Branding from Emails
- Show or Hide Legacy Modules
- How to Use an External Email Client (like Outlook) for Individual Emails