Application Settings
Administrators can configure application-wide settings that affect how Clientverse works for all users.
Accessing Application Settings
Application settings are available only to administrators. Navigate to Settings in the application menu to access them.
General Settings
Application Name
Customize the name displayed in the application header and browser title. This is useful if you want to brand Clientverse for your organization.
Default Language
Set the default language for new user accounts. Individual users can override this in their personal settings.
Default Currency
Set the default currency used for deal values and revenue reports. Individual users can override this in their personal settings.
Date Format
Choose how dates are displayed throughout the application. Common formats include:
YYYY-MM-DD— 2025-01-15DD/MM/YYYY— 15/01/2025MM/DD/YYYY— 01/15/2025
Pipeline Settings
Deal Stages
Customize the stages that deals move through in your sales pipeline. You can add, rename, reorder, or remove stages to match your workflow.
Default Probabilities
Assign a win probability to each pipeline stage to enable weighted revenue forecasting. For example, "Proposal" might be 50% while "Negotiation" might be 75%.
Security Settings
Session Timeout
Configure how long a user session lasts before requiring re-authentication. Shorter timeouts are more secure but less convenient.
Password Requirements
Set minimum password requirements for user accounts, such as minimum length and complexity rules.
User Registration
By default, only administrators can create new user accounts. This ensures that only authorized people have access to your Clientverse installation.
Tip: For team deployments, create individual accounts for each user rather than sharing credentials. This ensures proper audit trails and accurate activity attribution.
Database Settings
Database configuration is typically set during installation. If you need to change your database connection settings, edit the configuration file on the server.
Caution: Modifying database settings incorrectly can make Clientverse inaccessible. Always back up your configuration and database before making changes.
Continue to Managing Contacts to learn how to get the most out of Clientverse's CRM features.