Getting Started

To access the settings panel, you need to sign in with a Company / Owner account. Then, click the Settings button (you’ll find it in the navigation menu).

Editing Brand Settings

Thanks to our white-label solution, you can completely rebrand CRMGo. In this panel, you can edit the following:

• Change the logo (upload both light and dark versions).
• Change the favicon.
• Set site title text.
• Set site footer text
• Edit default language.
• Turn on/off the support for right-to-left text.
• Enable or disable the landing page.
• Enable or disable GDPR Cookie text.
• Edit the GDPR cookie text itself.

In the next section, Theme Customizer, you can edit the following visual settings:

• Select primary platform colors.
• Manage sidebar layout transparency (turn it on or off).
• Enable/disable dark mode.

Editing Company Settings

To access Company Settings, hit Company Settings in the left-hand Settings navigation panel. In this panel, you can customize the following company information:

• Company Name
• City
• Zip/Post Code
• Telephone
• Email (from name)
• VAT Number/ GST Number (if applicable)
• Company Start Time
• Address
• State
• Country
• System Email
• Company Registration Number
• Timezone
• Company End Time

Editing System Settings

To access System Settings, hit System Settings in the left-hand Settings navigation panel. In this panel, you can change the following:

Currency Settings:

• Currency ISO code. Example: USD, GBP, INR
• Currency symbol. Example: $, £, ₹
• Currency symbol position – select to display it before or after the amount.

Date & Time Settings:

• Date format – use the drop-down menu to pick the right format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
• Time format – choose between 12-hour and 24-hour formats.

Documentation Settings – Prefixes:

• Client prefix. Example: #CLT
• Estimate prefix. Example: #EST
• Employee prefix. Example: #EMP
• Invoice prefix. Example: #INV

Documentation Settings – Other:

• Estimate/invoice footer title – enter the title text you’d like to see on each invoice./li>
• App site URL – the address to log into the app.
• Tracking interval – the amount of time between each screenshot taken by the time tracker feature.