Documentation ยท CRM
How To Manage Crm Settings
What this does
This guide explains the Settings page in CRM.
The CRM settings surface is lighter than some of the other apps, but it still matters because CRM records affect Booking and Invoice when customer context needs to stay consistent across the suite.
Why this page matters
If CRM-side behavior is wrong, customer, contact, account, or address context can become harder to reuse cleanly when the office moves into booking or billing work.
Main paths from this page
- To work with accounts, use CRM: How to manage accounts in CRM.
- To work with contacts, use CRM: How to manage contacts in CRM.
- To understand why CRM setup affects other apps, use CRM: CRM setup overview.