Configuring Account Settings
All of your account settings can be found under the “Account & Settings” menu in the top right corner of karmaCRM. When in doubt about a customization setting, you can usually find it here.
Editing Your Users Under “Account & Settings,” select “Users.” Here, you can add or remove users’ access to your karmaCRM account.
Creating a user Select “New User” to add a user. Here, you’ll be able to customize the new user’s settings when you create the account.
Deleting a user Select the red “X” next to a user’s name to delete the user
Editing a user’s settings Select the pencil icon next to a user’s name to edit a user’s settings. For more about editing a user’s settings, see the “Configuring user-level settings” section.
Under “Accounts & Settings,” select “Groups.” Here, you can create or modify groups of users. User groups allow you to assign contacts, companies, tasks, etc. to an entire group of users in karmaCRM, rather than an individual. Users can belong to one or more groups. This feature makes assigning tasks or contacts to certain groups of users, and not others, a breeze.
Creating a group To create a group, select “New group.” Enter the name of the group, and use the checkboxes to indicate which members are part of the group.
Editing a group To edit a group, select the pencil icon icon next to the desired group. From here, you can change the name of the group or use the checkboxes to alter the membership of the group.
Deleting a group To delete a group, select the red “X” next to the desired group.
KarmaCRM also offers the ability to create custom fields of information for your contacts, companies, and deals. These custom fields can be displayed in your lists and used to filter and organize all of your records. Fields can be text, date, drop-down menu, selection menu, heading, checkbox, or currency.
Under “Account & Settings,” select “Custom fields” to add, edit, or delete these custom fields.
Adding a custom field First, select “Contacts,” Companies,” or “Deals” next to “Show fields for.” Then, select “New field” to add a custom field for that category. Enter the name of the field, select a field type, and select create.
Re-ordering custom fields Select the movement arrow to the left of your custom field and drag the field up or down to reorder the list. The other fields will automatically move to accommodate your customization.
Editing a custom field Select the pencil icon icon next to your custom field to edit it. Here, you can change the name, the type, and the size of the custom field.
Deleting a custom field Select the red “X” next to your custom field to remove it from karmaCRM.
KarmaCRM also allows you to create custom email templates to use in the internal karmaCRM email client. Email templates are form emails that can auto-fill with information from your karmaCRM records such as name, address, phone number, stage, referral source, and even custom fields.
Under “Account & Settings,” select “Email templates” to add, edit, or delete an email template.
Adding an email template Select “New Email Template” to add an email template. Here, you can label the template, enter an email subject and body, categorize the label, and add other custom information.
Re-ordering email templates Select the movement arrow to the left of your email template and drag it up or down to reorder the list. The other fields will automatically move to accommodate your customization.
Editing an email template Select the pencil icon icon next to your custom field to edit it. Here, you can change the name, subject, email body, categories, and other custom information in your template.
Deleting an email template Select the red “X” next to your email template to remove it from karmaCRM.