General Settings
Overview
General Settings is where the system-wide configuration lives — company identity, communication providers, notification rules, backup settings, and shared lookup values used across modules.
Company Identity
| Setting |
Description |
| Site Name |
The name of the CRM instance — appears in system emails and the browser tab. |
| Company Address |
The company's registered address. |
| Logo |
The company logo displayed in the system and on generated receipts. Must be an image file. |
| Tab Icon |
The browser tab favicon. Must be a 16×16 px image file. |
Document Fonts
| Setting |
Description |
| Download Documents Font Regular |
The regular weight font used when generating downloadable documents (contracts, reservation forms, etc.). |
| Download Documents Font Bold |
The bold weight font used in generated documents. |
SMS Configuration
| Setting |
Description |
| SMS Provider |
The SMS gateway provider to use for outgoing messages. Options: No SMS, Vodafone, Unifonic, Epush, SMSmisr, VictoryLink, TekEgy, SmartEgypt. |
| SMS Breakline |
The line break character used by your SMS provider. Ask your provider which to use — common values are \r\n or %0a. |
| SMS Sender Name |
The name that appears as the sender on outgoing SMS messages. |
| SMS Unifonic AppSid |
The AppSid credential for the Unifonic provider (only required if Unifonic is selected). |
Email (SMTP) Configuration
| Setting |
Description |
| SMTP Host (Outgoing Server) |
The outgoing mail server address (e.g., smtp.gmail.com). |
| Encryption Type |
The encryption method for SMTP. Options: No Encryption, SSL, TLS. |
| SMTP Port |
The port number for the outgoing mail server (e.g., 465 for SSL, 587 for TLS). |
| Email Address |
The email address used to send system emails. |
| Email Password |
The password for the email account. |
Notifications & Credentials
| Setting |
Description |
| Send User/Password to Client via Email |
When ON, the system automatically sends login credentials to clients by email when their profile is created. |
| Send Username/Password to Broker |
When ON, the system automatically sends login credentials to broker companies when their profile is created. |
| WaterMark On Media |
When ON, a watermark is applied to all media files (images/videos) uploaded to the system. |
Branches
A list of company branches that can be assigned to leads, tickets, and users. When Make Branches Required when create lead is ON, the branch field becomes mandatory on the Add New Lead form.
Client Requests Department
A list of departments used when creating client requests — used to route the request to the correct team (e.g., Sales, Customer Service, Accounting).
Campaign Lookup Values
These values populate dropdowns in the Marketing module when creating campaigns:
| Setting |
Used In |
| Campaign Type |
The type of marketing campaign. |
| Campaign Purpose |
The goal or purpose of the campaign. |
| Campaign Area |
The geographic area targeted by the campaign. |
Map Configuration
| Setting |
Description |
| Map API Key |
The Google Maps API key used to enable map features in the system (e.g., location pinning on units and projects). See the video guide on how to get an API key. |
Backup & Storage
| Setting |
Description |
| Backup CRM & Database Every Week |
When ON, the system automatically creates a weekly backup. |
| Backup CRM & Database Every Day |
When ON, the system automatically creates a daily backup. |
| Dropbox Authorization Token |
The Dropbox token used to connect the system to a Dropbox account for cloud backup storage. |
| Backups in Dropbox |
When ON, backups are saved to Dropbox instead of locally. Enabling this deletes all existing local backups. |
| Remove Old Backups in Dropbox |
When ON, old backups stored in Dropbox are automatically deleted. |
⚠️ Enabling Backups in Dropbox will permanently delete all existing local database backups — make sure you have a copy before switching.
Dropbox Integration
Sync Records
The CRM has a mobile app available on both iOS and Android. The Sync Records feature is specific to Android — it syncs the call log from the Android device and attaches call records to the relevant leads in the CRM.
💡 iOS users have access to the mobile app but call log sync is Android only. If call records are missing on a lead or appear out of date, use Sync Records to force a manual update.
