Settings

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This section enables you to define a variety of basic and advanced settings of your account.

Click on Settings link available at the top right side of the navigation bar.

The page appears as below.

The section allows you to modify all karmaCRM settings from customizing the forms used for creating new deal, contact, company, tasks, and deals and so on to changing the general appearance and setting up integrations, templates and webhooks. You can make the following settings: 

  • Update Profile (Please see update profile for detailed instructions.)
  • Calendar Settings (Please see calendar settings for detailed instructions.)
  • Update Organization details (Please see update organization details for detailed instructions.)
  • Users (Please see Users specific articles in account and profile settings, for detailed instructions.)
  • Groups (Please see Groups specific articles in account and profile settings, for detailed instructions.)
  • Backups and exports (Please see respective articles for different assets such as export contacts, companies, tasks, and events.)
  • Email templates (Please see email template for detailed instructions.)
  • Integrations (Please see integrations for detailed instructions.)
  • Record Templates (Please see respective articles for different assets such as create or manage a record template for a contact, company, email, task.)
  • Webhooks (Please see integrating Formstack and Wofoo, for detailed instructions.)
  • Customize Forms for Cases, Contacts, Companies, Deals, Goals, Tags, Tasks (Please see customize forms for detailed instructions.)
  • Add Statuses for Cases and Contacts (Please see respective articles for different assets such as setup custom settings for cases and contacts.)
  • Add Stages for Contacts and Deals (Please see respective articles for different assets such as contacts and deals)
  • Add Referral Sources for Contacts and Companies (Please see respective articles for different assets such as contacts and companies)
  • Add Case Priorities (Please see case priorities for detailed instructions.)
  • Add Case Types (Please see case types for detailed instructions.)
  • Add Industries for Contacts and Companies (Please see respective articles for different assets such as contacts and companies)
  • Custom Fields for Cases, Contacts, Companies and Deals (Please see custom fields for detailed instructions.)
  • Add Task Categories and Templates (Please see Task Categories and Templates specific articles in Tasks, for detailed instructions.)
  • Change Logo and Appearance (Please see change logo and appearance for detailed instructions.)
  • Settings of Navigation Tabs (Please see navigations tabs for detailed instructions.)
  • About Goals (Please see goals for detailed instructions.)
  • About Tags (Please see tags for detailed instructions.)
  • Accounts, Upgrades and Billing (Please see accounts, upgrades and billing for detailed instructions.)
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