Solutions
Giving a personal touch to your system is mandatory while adapting a ready solution; CRMGo allows you to have in personalized in multiple aspects. Below, you’ll find all the options and instructions to setup your platform:
Path:Login to owner account > on the left navigation bar, click on settings > you’ll find the below options:
You can personalize the platform layout using site settings. Here are the options you get:
Set a Dark logo– upload file option
Set a light logo– upload file option
Set site favicon– upload file option
Set title text– platform title
Set footer text– the small footer line normally used for mentioning copyright, contact information
Set default language– you can select the default system language from the list of languages
RTL– Manage accessibility of RTL feature
Landing Page– you can enable/ disable the landing page on your platform
GDPR Cookie– you can enable/ disable the GDPR cookies warning option
Theme customizer– set the color options for the theme
Dark layout– Enable/ Disable
Sidebar layout– Manage
Company Name– here, you can enter the company name you wish to see you your dashboard
Address– you can set the company address you wish to display on the platform
City– you can set the city you are located in
State– you can set the state that you are located in
Zip/ Post Code– you can set the zip/ post code of your location
Country– you can set the country that you are located in
Telephone– you can set the contact number that you are located in
System Email– you can set the default system email address
Email (From Name)– you can set your personal email ID
Company Registration number– you can set the company registration number
Enter VAT number– you can set your VATnumber
Time zone– you can set the time zone of the place you are located in for showing the time
Company Start Time– you can set the company start time
Company End Time– you can set the company end time
Save changes– once any of the above fields are managed, you can save your edits from here.
Currency– USD, INR, AED, etc. (set per the three-letter ISO code)
Currency Symbol– $, £, etc. (set per the default currency you wish to have on the platform)
Currency Symbol position– you can select if you want the currency symbol placed before or after the number ($xxx or xxx$).
Date Format– you can choose the way you wish the dates to be presented on platform (DD – MM – YYYY or MM – DD – YYYY or Date, Month, year)
Time Format– you can select if you wish to have 12 hours format or 24 hours format
Client Prefix– here you can set how you’d like to start your Client ID [Example: ___12345 > IND12345]
Employee Prefix– here you can set how you’d like to start your Employee ID [Example: ___56784 > WDP56784]
Estimate Prefix– here you can set how you’d like to start your Estimate ID [Example: ___85231 > XYZ85231]
Invoice Prefix– here you can set how you’d like to start your Invoice ID [Example: ___61625 > PQR61625]
Estimate/ Invoice Footer Title– here you can mention closing lines for your invoice [Example: Thanks, Good Luck, Regards]
App Site URL– here you can enter the application URL
Tracking Interval– here you can mention the duration for capturing the screen of end-users for tracking their time and work.
Invoice footer notes– here you can mention the notes that you wish to have at the end of invoice [Example: No refund possible, ‘any guidelines’, etc.]
Company End Time– you can set the company end time
Save changes– once any of the above fields are managed, you can save your edits from here.
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Always looking for better ways to do things, innovate and help people achieve their goals. Always looking for better ways to do things, innovate and help people achieve their goals.
Always looking for better ways to do things, innovate and help people achieve their goals. Always looking for better ways to do things, innovate and help people achieve their goals.