You can customize FreeAgent CRM with a theme. Each one has its own personal touch. Try them all to find your favorite. Themes in User preferences will only change the look of FreeAgent for your user account.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
This tutorial will cover the following topics:
Navigate to Themes
open the Preferences menu by clicking on your username in the top right corner of the screen. This will open your profile menu. Click on 'Preferences'. From there navigate to the 'Themes' tab.
Themes
There are 9 different themes for you to choose from, all you need to do is select your favorite one. If your Administrator has configured your Corporate Theme, you will see 10 options instead.
The theme will update right away with the colors of the theme you selected. The best part is you can change your theme as often as you want, they all look great!
Company Theme
If you are the Team's Administrator and you want to learn how to create your Company Theme, please visit the following tutorial:
