- System Email Account
- Allowed Upload Extensions
- Require Calling Prefix On Phone Numbers
Concord CRM offers various configuration options to adjust the make your experience betters, to adjust the settings from the the main menu click on the Settings menu item.
You must be logged in as an administrator to interact with the settings.
The dark logo is displayed on the login/authentication pages.
The light logo is displayed after you log-in in the dashboard, usually used for the sidebar.
Chose the system default currency, note that only one currency is supported.
If you have previously connected inbox email accounts, you should choose one of the connected email accounts to act as a general email account that the system will use to send system-related emails like password reset, user assigned to contact, activity due reminders, etc...
When selected Gmail account, all the system sent emails will be saved to Gmail sent folder, for other email accounts the emails won't be saved in the sent folder, however, you are free to purge the Gmail sent folder from time to time if you don't want them to take your space.
Coma separated extensions to be whitelisted for file storage.
Most call integrations are requiring phone numbers to be in E.164 format. Enabling this option will make sure that no phone numbers are entered without a country-specific calling prefix.
Concord CRM will use various techniques to auto add the phone number calling prefix, if unsuccessful, you will need to enter the correct calling number manually.
Configure the system general date format.
Configure the system general time format.
Select a day when your week starts, in most cases, it's Monday or Sunday.
Updating the date format, time format and week starts on settings won't affect your user account settings as these settings are general, update the same settings in your user account instead.