Within Settings, you can manage your Email and Notifications as well as your Simple CRM components like Custom Fields, Tasks Types, and Tags. Here are the steps to help you navigate and control your settings.

Access the Account/Settings window by clicking the "Settings" link from your dashboard or select the gear icon towards the bottom left-hand corner of your screen.

In the email settings section, you can set the "From Name" and "From Email" for one-off emails sent through the agency's system. The "From Name" determines how your name appears in the recipient's inbox, while the "From Email" specifies the sending address. This customization helps ensure your emails are recognized and trusted by recipients.

The notifications section lets you choose if you want to receive emails when a contact you've modified is removed from the database. Turning on these notifications keeps you informed of changes, while turning them off reduces email clutter, allowing you to manage updates according to your preference.

Add, merge, edit, or delete your "Custom Fields" here using the three-dot menu option. You can change the order by clicking the icon to the left of the name and dragging the column up or down.

Add, edit, or delete your "Tags" here using the three-dot menu option. If you delete a Tag with contacts associated with that Tag, this will remove the connection and can not be undone. Before you delete a Tag, be sure you no longer need the contacts related to the Tag.

Add, edit, or delete your "Task Types" here using the three-dot menu option. You can change the order by clicking over the name and dragging the column up or down.