INTENDED SEARCHES: application settings, company settings, business settings, account settings
Application and company settings control important account behavior and company information.
Depending on permissions, settings may affect branding, company details, billing behavior, visible modules, defaults, emails, taxes, and other account-wide behavior.
Use caution when changing settings because they may affect many users or records.
Basic process:
1. Open Settings.
2. Choose the correct settings area.
3. Review the current value before changing it.
4. Save only after confirming the impact.
5. Test a related record after changing major settings.
Before saving or relying on this record, check:
- Correct setting area.
- Old value noted.
- Impact understood.
- Permission allowed.
- Test after change.
Why this matters:
Settings are powerful. A small setting mistake can create confusion across estimates, invoices, jobs, users, or public content.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
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