Manage your Settings

Are you tired with the standard fields and terminology? Would you like to customize it without paying an extra? Or does the idea of digitilizing your business seems uncomfortable? Do not worry, we are here to help you in ways you never dreamt. So let's start connecting!

Written by Shishira Updated over a week ago

Step 1 - Field Settings

Have you wondered, from where does the fields in 'Additional fields and categories" come in the contact creation and sales creation pop-up? Well, here is the answer!

In the left navigation bar, select settings (icon)
Select "Field Settings" and ensure you land on "Customize Fields" page
Fill in the details on 'Contact fields' tab, on clicking "Edit" button.
Move to 'Sales Field' tab by clicking on it and fill in the details.
Ensure checkboxes are checked if you wish to display those fields.
View the details displayed, on clicking "Save" button.

Step 2 - Manage your Profile

Is public profile and basic profile same? Is there a way to set my public profile different from my user profile? Yes, we at Zenys understands your privacy and took steps to seperate your publicly visible profile from the one that's initially created. So, if you wish to update your personal profile details, scroll down!

In the left navigation bar, select settings (icon)
Select "Profile" and ensure you land on "User Profile" page
Fill in the details on clicking the "Edit" button.
View the updated details displayed, on clicking "Save" button.

Step 3 - Manage your Sub-users

Now, this ones tricky! Do have sub-users tagged along with you? Do you wish to upgrade their access? Or would you like to check their ID's to assign them with customers (upload via csv)? Then, let's find out how it's done!

In the left navigation bar, select settings (icon)
Select "Sub-users" and ensure you land on "Sub-users Details" page
Select (3 dots icon) and click on "Edit details" for the respective sub-user you wish to edit.
Make necessary changes and click on Save.
View the details updated on the 'Sub-user Details' page.

Step 4 - Manage your Document Settings

Did you forget to upload your Logo and Signature the first time? Or would you like to update your default note on Estimates, Quotations or Invoices? Or did to enter a wrong Tax number? Whatever the problem is, solution is as simple as in few clicks!

Step 4.1 - Logo and Signature

In the left navigation bar, select settings (icon).
Select "Document Settings" and ensure you land on "Document Settings" page
Go to 'Logo and Signature' section.
Click on Upload Logo/ Upload Signature button, choose an image to upload and then select "open"
View the uploaded Logo/Signature on the 'Logo and Signature Section' page.

Step 4.2 - Currency, Tax and Default contents

In the left navigation bar, select settings (icon).
Select "Document Settings" and ensure you land on "Document Settings" page.
Go to 'Currency, Taxand Default Contents' section.
Fill up the details on selecting 'Edit' button and click on 'Save'
View the updated details on'Currency, Tax and Default contents' section.

Step 4.3 - Document Template

In the left navigation bar, select settings (icon).
Select "Document Settings" and ensure you land on "Document Settings" page.
Go to 'Print template' section.
Click to open the template and click on 'select' button to choose it.
View the selected templated highlighted on 'Document Template' section.