One other way in which FreeAgent CRM is fully customizable involves your Company Profile. Here you can update the branding to include your Company's logo. And not only that but also show your company colors creating your own Corporate theme. One more configuration available on this page is the Working calendar.
Edition Qualifier: This feature is available in the Professional Edition and above.
User Permissions: Only the Administrator can use this feature.
In this tutorial, we will cover the following topics:
If you would like to learn more about the Company Theme or the Working Calendar, then please visit the following tutorials:
How to Configure your Company's Theme
How to Configure your Company's Date Time Preferences
Navigate to Company Profile
Open the menu and go to 'Admin Settings' to display the available options, then click 'Company Profile'. You can also use the search function to get there faster, just start typing 'Company Profile'.
Note: If you are now on Hazel, Company Profile is now called Team Settings. To get there go to Admin Settings > Team > Team Settings.
There are two main elements in the Branding, your Company's Name, and the Logo. While the Company Name should already be defined at this time, you have the option to update it at any time.
You also have the option to upload your Company's logo and use it to replace FreeAgent's Logo located at the top right corner of the header.