---
title: "Account preferences"
description: "Learn how to configure your account-wide preferences from the Admin Panel, including leads, quick actions, emails, navigation, users, and privacy settings"
url: https://help.nocrm.io/en/articles/148-account-preferences
collection: "Help"
updated: 2026-11-04
language: en
alternates: [fr, es, pt-br, it, de]
---

# Account preferences

Learn how to configure your account-wide preferences from the Admin Panel, including leads, quick actions, emails, navigation, users, and privacy settings

## 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.

> **Info:** Note: For settings linked to your own profile, see [personal user settings](https://help.nocrm.io/en/articles/2-user-settings.md).

## Prerequisites

> **Warning:** Important: You need the Administrator role to configure account-wide preferences.

## Steps

To configure your account-wide preferences:

1.  Open the **Admin Panel**.
    
2.  Select **Account Management**, then **Preferences**.
    
3.  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

### A setting does not produce the expected result

> **Info:** Note: Check that you changed the relevant preference, then test the corresponding feature or lead creation method again.

### The issue continues

> **Success:** Best practice: When contacting noCRM support, include the preference concerned, the expected result, the result obtained, and a screenshot of the issue.

## Related articles

-   [Personal user settings](https://help.nocrm.io/en/articles/2-user-settings.md)
    
-   [Define the default lead structure](https://www.nocrm.io/help/default-fields)
    
-   [Use keyboard shortcuts](https://www.nocrm.io/help/keyboard-shortcuts)
    
-   [Manage Client Folders](https://www.nocrm.io/help/create-and-manage-client-folders)
    
-   [Manage Post-Sales Processes](https://www.nocrm.io/help/follow-up-won-leads)