These settings will allow you to select the way FreeAgent CRM behaves when you click on the App Actions to Email or Call within your records.
User Permissions: Only the Administrator can use this feature.
In this tutorial we will cover the following topics:
Navigate to Corporate Theme
Open the menu and go to 'Admin Settings' to display the available options, then click 'Corporate Theme'. You can also use the search function to get there faster, just start typing 'Corporate Theme'.
Note: If you are now on Hazel, Company Profile is now called Team Settings. To get there go to Admin Settings > Team > Team Settings.
By default, these options are set to 'No', which means that FreeAgent will take care of those processes. If you click the button to Send Email it will open the FreeAgent Email editor and for Phone Calls, the same will happen, you will get FreeAgent's Phone window.
However, if you haven't paired your phone and email and you want to use your Computer's default apps, such as Outlook or Mail, for these processes then change both Native Click to Call and Native Click to Email to 'Yes'.