CRM System Settings

This article describes the system settings available to the client from within the Admin Tab within the FORTH CRM.

1. From the Admin tab, click Settings.
   
2. On the Settings page, go to the "General" section. 
   
   
    
3. Update the following fields, as needed:
   • Company Name: Input the name of your Company. If your account has multiple companies, this should be your Parent Company.
   • Company Logo URL: This specifies the URL for the company logo displayed when users log in to the FORTH CRM.
   • Admin Email: The email address used when setting up email triggers to go to Admin.
   • No-Reply Email: The email address used when a message is sent from No-Reply. These can be applied to email triggers.
   • Default Theme: This field allows you to select the color theme used in the FORTH CRM.
   • Announcement: Any text input into this field will display as an announcement on the Dashboard tab.
   • Co-Applicant Field: This field specifies the custom field used to link a co-applicant to a contact in the intake form. In most cases, the correct field should already be selected for you.
   • Use System Creditors: Enabling allows the use of System Creditors in the Creditors tab.
   • Send Assignment Emails: If enabled, email notifications will be sent to Users upon being primarily assigned to a contact file. Use the Client Assigned Email Trigger to enable email notifications on secondary assignments.
   • Use QQuote Client: Enabling this option allows you to use the Quick Quote (QQuote) feature in the Contacts tab. The Quick Quote tool provides a quick program estimate for prospective clients. See our Quick Quote article for more information.
   • Auto Assign Contacts: Enabling this option will allow contacts to be automatically assigned. 
   • EPF Fee Control: If enabled, the Earned Performance Fee (EPF) Control feature becomes available. This feature calculates total earned performance fees collected for an individual debt, even if those fees were collected on a settlement now voided. For more information, see our EPF Control article.
4. Scroll down to the Company Depository Bank Account section.
   
5. The bank account information stored in this section is used if your credits or earned performance fees do not have a specified payee. Therefore, please ensure the bank account information listed is accurate and complete.
   • Routing Number: Enter the Company's banking routing number.
   • Account Number: Enter the Company's banking account number.
   • Name on Account: Provide the name of the Company as provided to the bank.
   • Account Type: Select whether this is a Checking or Savings account.
   • Client Statement Prefix: Enter any prefix to be provided on the client statement. 

IMPORTANT: All setting changes become effective in five (5) minutes of the change being made.

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