You can customize within FreeAgent CRM with a Theme. Each one has its own personal touch so you can try them all to find your favorite or keep on changing them any time you feel like it.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to use this feature.
Note: Creating a Corporate Theme is limited to the Team's Administrator.
In this tutorial will cover the following topics:
Navigate to Themes
Open the menu and scroll down until you find Settings and there click on it to display the available options and then click 'Themes'. Alternatively, you can use the search feature and type 'Themes' to get there faster.
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!
Corporate Theme
If you are the Team's Administrator and you want to learn how to create your Corporate Theme, please visit the following tutorial:
Corporate Theme