3.1. Customizing Nexved CRM Settings

Customizing the settings of your Nexved CRM is an essential step in tailoring the system to your business needs. By adjusting the general settings, you can ensure that the CRM aligns with your company’s preferences, including time zone, currency, language, and custom fields for managing data. Below are the steps to customize the key CRM settings.

Step 1: Accessing the General CRM Settings

1. Log in to your Nexved CRM account.

2. From the main dashboard, go to the Settings section in the left-hand navigation menu.

3. In the Settings menu, click on “General Settings” to access the general customization options for your CRM system.

Step 2: Customizing System Preferences

In the General Settings section, you can adjust important system-wide settings that will apply to the entire CRM.

1. Time Zone:

   • Scroll to the Time Zone field.

   • Select your preferred time zone from the dropdown menu (e.g., IST, GMT, PST). This ensures that all tasks, appointments, and reminders are synchronized with the correct local time.

2. Currency:

   • Locate the Currency field.

   • Choose your company’s preferred currency from the dropdown menu (e.g., INR, USD, EUR).

   • This setting will ensure that all financial data such as invoices, payments, and quotes are displayed in the correct currency format.

3. Language:

   • Scroll to the Language section.

   • Select your preferred language from the available options (e.g., English, Spanish, etc.).

   • The selected language will be used across the CRM interface, providing a consistent experience for all users.

Step 3: Creating and Managing Custom Fields

Nexved CRM allows you to create custom fields to capture specific data that is important for your business. These fields can be used for clients, leads, projects, and more. Here’s how to set them up:

1. Navigate to Custom Fields:

   • In the General Settings menu, look for “Custom Fields” under the Customization section.

   • Click on Custom Fields to open the page where you can manage all of your custom field settings.

2. Create New Custom Fields:

   • To create a new custom field, click on the “Add New Field” button.

   • Select the type of entity you want to create a custom field for (e.g., Clients, Leads, Projects, etc.).

   • Choose the Field Type:

     • Text field (for short answers)

     • Dropdown (for predefined options)

     • Date (for selecting dates)

     • Number (for numeric input)

   • Enter the Field Name and, if applicable, define the options for dropdown fields.

   • Select whether the field should be required or optional for users to complete.

3. Field Visibility & Permissions:

   • You can also choose whether the custom field should be visible to all users or only certain roles (e.g., Managers or Admins).

   • Set permissions to control who can edit or view the custom field.

4. Save Custom Fields:

   • After entering the necessary information for the custom field, click on Save to store the new field in the system.

   • The custom field will now be available for the selected entity (client, lead, project, etc.), and users can start adding data to it.

Step 4: Editing or Deleting Custom Fields

1. Editing Custom Fields:

   • If you need to make changes to a custom field, go back to the Custom Fields section.

   • Click on the Edit button next to the field you wish to modify.

   • You can change the field name, type, or options, and save the changes.

2. Deleting Custom Fields:

   • To remove a custom field that is no longer needed, click the Delete button next to the field.

   • Confirm the deletion to remove the field from the system permanently.

Step 5: Save Your Changes

Once you’ve adjusted the general system settings (time zone, currency, language) and customized any necessary fields, make sure to click Save to apply all changes.