Options – Setup Chapter Page

The BNTouch CRM is packed with features, tools, and databases to make your job easier. Many of these elements are customizable to your business needs, and you can fine-tune the settings for your CRM in the Options Tab at the top of your screen. If you can’t see the Options Tab, look for a tab that says “More”; when you click this tab, you’ll see any tabs that are hidden due to your monitor size.

In the Options Tab, all of the tools and features that have configurable settings will be listed with links and icons. You can click on any of these to open the preferences for that individual element of the CRM. If you don’t see the feature you are looking to customize, use the section links on the left to filter the Options list.

By default, the individual option sections will be divided into two categories: “Options” and “Tools”. The preferences in the first category, “Options”, primarily feature the ability to setup and configure various elements of the BNTouch CRM according to the needs of your business.