General Settings

If you’re using the Full or CRM Only menu layout, you can find the settings by going to CRM Settings > Settings.

If you’re using the Slimline menu layout, you also have the option of going to Jetpack CRM > Settings.

Full and CRM Only menu layout
Slimline menu layout

Full puts all the different Jetpack CRM menu items in the WP Admin menu on the left. For example, Contacts, Quotes and Invoices would all be added as separate, full menu items.

Slimline nests all the different Jetpack CRM menu items within Jetpack CRM in the WP Admin menu on the left.

CRM Only hides all the normal WP Admin menu items, and shows only Jetpack CRM menu items. Read more about getting the normal WordPress menu items back.

Full menu layout
Slimline menu layout
CRM Only menu layout

General Settings

The Currency Symbol and Currency Format settings will be applied to any Jetpack CRM amounts in WP Admin, and on quotes and invoices sent to contacts.

The next few settings refer to contact names and addresses. For example, if all your contacts are in the same country, you might want to disable Use “Countries” in Address Fields.

If you want to be able to assign a contact to a company, you’ll want to enable B2B Mode. The Company Label will appear as a WP Admin menu item, where you can view your list of companies.

Contact Assignment and Assign Ownership allows contacts to be assigned to specific team members. Task Scheduler Ownership ensures users only see tasks that are assigned to them. These options are helpful if you’re working with a team.

The next few settings should be pretty self-explanatory from their descriptions.

Contact Image Mode applies to contacts and companies. Gravatars will show the contact’s Gravatar, if they have one. Custom Images allows you to upload an image when editing a contact, and displays that custom image. None shows only the contact name without an image.

WordPress Override Mode

The WordPress override puts your own logo on the WordPress login page and hides the WordPress header and WordPress dashboard for Users with Jetpack CRM roles.

You can also choose to disable the front end. This will take anyone who visits your domain directly to the login page.

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.

Updated on October 13, 2020

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