How do I configure account-wide preferences?
Configure how noCRM behaves for everyone in your account, including lead creation, quick actions, data copying, and interface options. These preferences apply to all users. For settings linked to your own profile, see personal user settings.
Prerequisites
Before you start, you need:
The Administrator role.
Steps
To configure your account-wide preferences:
Open the Admin Panel.
Select Account Management, then Preferences.
Adjust the settings you need in the available categories.
Available settings
Leads
Configure how users create, display, and update leads:
Lead form mode: Choose Quick mode (single text field) or Structured mode (one input per field).
Hide the additional description field.
Choose the order of comments and lead history.
Remove cents from lead amounts.
Hide the free tags field.
Add a custom number field and percentage field.
Display custom field totals in lead lists and Dashboard widgets.
Move won leads to the last step.
Display confetti when a lead is won.
Reset the delay to 0 days after a manual activity or step change.
Pre-fill the estimated closing date.
Add missing default fields when creating a lead from an email or business card.
Ignore lead titles when detecting duplicates.
Quick actions
Add shortcuts and search options to lead actions:
Display a LinkedIn shortcut.
Display a WhatsApp shortcut.
Add Search in Google to the Actions menu.
Add Search in LinkedIn to the Actions menu.
Include the lead title or the first column of a prospecting list in LinkedIn searches.
Clients & Post-Sales
Copy information between leads, Client Folders, and Post-Sales Processes:
Pre-fill a lead with matching fields from a Client Folder.
Pre-fill a Client Folder with matching fields from a lead.
Use lead tags to pre-fill Post-Sales Process tags.
Emails
Prevent emails from being attached automatically to closed leads with the Won, Lost, or Cancelled status.
Mobile app
Activate the business card scanning feature in the mobile app.
Homepage & Navigation
Remove the Referral program link from the menu.
Activate keyboard shortcuts.
Manage the customized Dashboard widget.
Remove the webinars widget.
Users
Hide the following users from lists:
Deactivated users.
Invited users.
Support & Privacy
Choose whether noCRM sends your account ID when collecting usage statistics.
Expected result
The preferences you select apply to all users in the account and control how the corresponding features behave.
Troubleshooting
You cannot access the Preferences page: Check that your user has the Administrator role. Only administrators can configure account-wide preferences.
A setting does not produce the expected result: Check that you changed the relevant preference, then test the feature again using the corresponding action or lead creation method.
The issue continues: Contact noCRM support and include the preference concerned, the expected result, the result obtained, and a screenshot.
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