System settings and customisation
Configure company settings, custom fields, menus, themes, modules and header navigation.
Configure general system settings
Configure general system settingsManage company, localisation, finance, customers, tasks, support, cron and other application options.
Open guide →GuideCreate custom fields
Create custom fieldsAdd structured fields to supported record types and choose visibility and validation behaviour.
Open guide →GuideManage installed modules
Manage installed modulesActivate, deactivate, update or uninstall modules while protecting data and compatibility.
Open guide →GuideCustomise the main and setup menus
Customise the main and setup menusReorder, hide or reset supported admin menu items through the menu setup module.
Open guide →GuideConfigure the second header menu
Configure the second header menuRename, reorder and show or hide second-header groups and links.
Open guide →GuideCustomise theme and interface styling
Customise theme and interface stylingApply supported visual settings and reset them without editing core application files.
Open guide →GuideConfigure company logos and favicon
Configure company logos and faviconUpload production-ready brand assets and verify light and dark interface contexts.
Open guide →GuideRun and verify the cron job
Run and verify the cron jobConfigure scheduled processing for reminders, recurring records, email and automation.
Open guide →