General Settings

Section: Settings & Administration
URL: /admin/settings
Page title: (2) Opțiuni

Overview

General platform settings — company info, branding, locale, numbering, defaults.

Business value

General platform settings — company info on documents, branding (logo, colours), locale, document numbering, defaults. The "make this CRM feel like ours" panel.

• Who uses it: IT admin, executives
• Key benefit: A platform that looks and behaves like your brand — not generic SaaS.

Typical use cases:

• Set company info shown on invoices and emails
• Configure document numbering schemes
• Set locale and default currency

At a glance

Accessing this module

From the admin sidebar, navigate to General Settings, or open the URL directly:

/admin/settings

List view

The list view shows existing general settings records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open General Settings from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/settings