This article provides an overview of the Systems settings tab in the Settings section.
Not every setting is visible for every user
Depending on role, visible modules and product agreement with Spotler, some options may not be visible to all users.
On this page you have the following options:
- Edit Your Profile
- Company Settings
- Custom Fields
- Custom Dropdown Lists
- Mailing & Consent Lists
- Unsubscribe Preferences Page
- Social
- Quotations
- Quotations Templates
- System Log
- Service Level Agreements
- Calendar Settings
- Marketing Sender Authentication
- Contact Permissions
Edit Your Profile
Edit your own profile information.
Company Settings
In this screen you can change your Company Name, your financial Year End and your Currency. You can also set up a Custom Sub-domain for your CRM, for example https://xyz.spotlercrm.com/, which is particularly useful for consultants managing multiple CRMs.
Inform your users about the changes you made
Please note, updating your Company Name will change your login details and your users' login details.
If you are using the Quotations feature (Professional and Enterprise plans) you can also add in your applicable tax name and percentage.
With checking the last checkbox you allow your users to select ‘Keep me logged in’ on the login page and this will keep them logged in continuously for two weeks or until they logout. By default, users are logged out of the CRM after 2 hours of no activity. This is a security feature so that if you leave your workstation unattended nobody else will be able to access your data.
Custom Fields
➡️ How to create and manage Custom Fields?
➡️ What are the possible Field Types available in Custom fields?
Custom Dropdown Lists
➡️ How to create and manage custom dropdown lists?
Mailing & Consent Lists
➡️ How to manage consent lists?
Unsubscribe Preferences Page
The web page your customers access when they manage their mailing preferences from your email or to unsubscribe.
Social
Your social media links.
Quotations
➡️ View the information about the Sales module, Quotation settings.
Quotations Templates
➡️ View the information about the Sales module, Quotation template settings.
System Log
The CRM System Log lets you view your user logins, reports, imports, exports and other activity on your CRM. This gives you an audit trail of all your CRM use. As with your other CRM pages, you can search the System Log using the search bar, and filter to just show your user Login activities by checking the “Show Login Only” box at the top of the page. The table shows the user name, email address, their IP address and the data and time they logged in.
Service Level Agreements
This option takes you to the SLA overview of the Service Desk module. View the information about the Service Desk module.
Calendar Settings
➡️ More on how to set up a Calendar
Marketing Sender Authentication
Generate CNAME records for your DNS.
Contact Permissions
Manage the default permissions for new contacts.