# 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.

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## Company Identity

<table id="bkmrk-setting-description-"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**Site Name**</td><td>The name of the CRM instance — appears in system emails and the browser tab.</td></tr><tr><td>**Company Address**</td><td>The company's registered address.</td></tr><tr><td>**Logo**</td><td>The company logo displayed in the system and on generated receipts. Must be an image file.</td></tr><tr><td>**Tab Icon**</td><td>The browser tab favicon. Must be a 16×16 px image file.</td></tr></tbody></table>

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## Document Fonts

<table id="bkmrk-setting-description--1"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**Download Documents Font Regular**</td><td>The regular weight font used when generating downloadable documents (contracts, reservation forms, etc.).</td></tr><tr><td>**Download Documents Font Bold**</td><td>The bold weight font used in generated documents.</td></tr></tbody></table>

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## SMS Configuration

<table id="bkmrk-setting-description--2"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**SMS Provider**</td><td>The SMS gateway provider to use for outgoing messages. Options: No SMS, Vodafone, Unifonic, Epush, SMSmisr, VictoryLink, TekEgy, SmartEgypt.</td></tr><tr><td>**SMS Breakline**</td><td>The line break character used by your SMS provider. Ask your provider which to use — common values are `\r\n` or `%0a`.</td></tr><tr><td>**SMS Sender Name**</td><td>The name that appears as the sender on outgoing SMS messages.</td></tr><tr><td>**SMS Unifonic AppSid**</td><td>The AppSid credential for the Unifonic provider (only required if Unifonic is selected).</td></tr></tbody></table>

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## Email (SMTP) Configuration

<table id="bkmrk-setting-description--3"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**SMTP Host (Outgoing Server)**</td><td>The outgoing mail server address (e.g., smtp.gmail.com).</td></tr><tr><td>**Encryption Type**</td><td>The encryption method for SMTP. Options: No Encryption, SSL, TLS.</td></tr><tr><td>**SMTP Port**</td><td>The port number for the outgoing mail server (e.g., 465 for SSL, 587 for TLS).</td></tr><tr><td>**Email Address**</td><td>The email address used to send system emails.</td></tr><tr><td>**Email Password**</td><td>The password for the email account.</td></tr></tbody></table>

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## Notifications &amp; Credentials

<table id="bkmrk-setting-description--4"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**Send User/Password to Client via Email**</td><td>When ON, the system automatically sends login credentials to clients by email when their profile is created.</td></tr><tr><td>**Send Username/Password to Broker**</td><td>When ON, the system automatically sends login credentials to broker companies when their profile is created.</td></tr><tr><td>**WaterMark On Media**</td><td>When ON, a watermark is applied to all media files (images/videos) uploaded to the system.</td></tr></tbody></table>

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## 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.

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## 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).

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## Campaign Lookup Values

These values populate dropdowns in the Marketing module when creating campaigns:

<table id="bkmrk-setting-used-in-camp"><thead><tr><th>Setting</th><th>Used In</th></tr></thead><tbody><tr><td>**Campaign Type**</td><td>The type of marketing campaign.</td></tr><tr><td>**Campaign Purpose**</td><td>The goal or purpose of the campaign.</td></tr><tr><td>**Campaign Area**</td><td>The geographic area targeted by the campaign.</td></tr></tbody></table>

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## Map Configuration

<table id="bkmrk-setting-description--5" style="width: 100%;"><thead><tr><th style="width: 16.6852%;">Setting</th><th style="width: 83.3545%;">Description</th></tr></thead><tbody><tr><td style="width: 16.6852%;">**Map API Key**</td><td style="width: 83.3545%;">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](https://www.youtube.com/watch?v=oXVV9gcFDxA) on how to get an API key.</td></tr></tbody></table>

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## Backup &amp; Storage

<table id="bkmrk-setting-description--6"><thead><tr><th>Setting</th><th>Description</th></tr></thead><tbody><tr><td>**Backup CRM &amp; Database Every Week**</td><td>When ON, the system automatically creates a weekly backup.</td></tr><tr><td>**Backup CRM &amp; Database Every Day**</td><td>When ON, the system automatically creates a daily backup.</td></tr><tr><td>**Dropbox Authorization Token**</td><td>The Dropbox token used to connect the system to a Dropbox account for cloud backup storage.</td></tr><tr><td>**Backups in Dropbox**</td><td>When ON, backups are saved to Dropbox instead of locally. Enabling this deletes all existing local backups.</td></tr><tr><td>**Remove Old Backups in Dropbox**</td><td>When ON, old backups stored in Dropbox are automatically deleted.</td></tr></tbody></table>

> ⚠️ Enabling **Backups in Dropbox** will permanently delete all existing local database backups — make sure you have a copy before switching.
> 
> [Dropbox Integration](https://knowledge-base.profitcrm.net/attachments/2)

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## 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.