What are the business benefits of using General Settings?

General platform settings — company info on documents, branding (logo, colours), locale, document numbering, defaults. The "make this CRM feel like ours" panel. Who uses it: IT admin, executives Key benefit: A platform that looks and behaves like your brand — not generic SaaS. Typical use cases: Set

General Settings

Section: Settings & Administration
URL: /admin/settings
Page title: (2) Opțiuni

Overview

General platform settings — company info, branding, locale, numbering, defaults.

Business value

General platform settings — company info on documents, branding (logo, colours), locale, document numbering, defaults. The "make this CRM feel like ours" panel.

Who uses it: IT admin, executives
Key benefit: A platform that looks and behaves like your brand — not generic SaaS.

Typical use cases:

Set company info shown on invoices and emails
Configure document numbering schemes
Set locale and default currency

At a glance

Accessing this module

From the admin sidebar, navigate to General Settings, or open the URL directly:

/admin/settings

List view

The list view shows existing general settings records. Use it to search, filter, sort, and bulk-act on items.

Common actions

View existing records — open General Settings from the sidebar to see the list view.
Search and filter — use the search box and column filters to find records.
Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
Edit a record — click a row to open the detail view, then use the edit action.
Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Warning

Changing the document numbering series after documents have already been issued creates gaps or duplicate numbers in the sequence. Only change numbering at the start of a new fiscal year, or before the very first document is issued on a new installation.

Tip

Upload your company logo here (Settings → General → Logo) — it appears on all PDF exports: invoices, estimates, delivery notes, contracts, and purchase orders. A branded header is visible to every client who receives a document.

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/settings