Ensure your CRM work the way you and your team need it to via the General settings.
By accessing the General CRM Settings, you can adjust layout, contact handling, ownership, images, and much more about your CRM.
To access these options and start customizing them, go to Jetpack CRM → CRM Settings in your WordPress dashboard.
Here are some of the most useful general settings to work on.
Menu Layout
You can decide how Jetpack CRM appears in your site’s backend – the WP Admin menu. You have some different layouts to choose from:
- Full: adds all CRM items (Contacts, Quotes, Invoices, etc.) as separate menu items on the left.
- Slimline: groups all CRM items together under a single Jetpack CRM menu.
- CRM Only: hides the standard WordPress admin menus and shows only Jetpack CRM menus.
If you need the regular WordPress menus back, you can restore it by following the steps on this page.
Contact and Task Ownership
These settings help you organize work across your team:
- Contact Assignment & Assign Ownership: assign contacts to specific team members.
- Task Scheduler Ownership: team members see only the tasks assigned to them.
This is especially useful if you’re managing multiple users in the CRM.
Contact Names and Addresses
If all your contacts are from the same country, you can simplify forms by disabling the “Countries” in Address Fields option.
Contact Image Mode
Choose how contact and company images are displayed:
- None: show only the contact name, without any image.
- Gravatars: show a contact’s Gravatar if they have one.
- Custom Images: upload and display your own image when editing a contact.
WordPress Override Mode
Brand your login experience and streamline access:
- Replace the WordPress logo with your own on the login page.
- Hide the default WordPress dashboard and header for users with Jetpack CRM roles.
- Optionally, disable the site front end, so visitors go straight to the login page.
File Attachment Settings
Control which file types can be uploaded into your CRM. As the administrator, you set the rules. Other roles, like Customer Manager, will only be able to upload the file types you’ve allowed.
File Attachment Settings
You can control which file types are allowed to be added to your CRM. As the administrator, you’re in control.
A customer manager role would not see these settings and would only be able to upload the file types you permit.
With these settings, you can make Jetpack CRM feel tailored to your business, whether you’re running it solo or with a team.