Total clients
0
active accounts
Total companies
0
active companies
Select a client to view their profile
or click + New client to get started
Overview
Notes
Documents
Tasks
Select a client to view their profile
or click + New client to get started
Overview
Notes
Documents
Tasks
Email
Select a company to view their profile
or click + New company to get started
Overview
Notes
Documents
Tasks
Account Info
Email
Settings
🎨 Appearance
📧 Email Server
📝 Email Templates
🏦 Banks
👥 User Management
Appearance
Task type colors
Customize the color for each task type. Applied across task lists and the calendar.
Email Server
SMTP configuration
Configure the outgoing email server used to send emails to clients and companies.
Common providers
Gmail
Host: smtp.gmail.com · Port: 587 · Use App Password (not your regular password)
Outlook / Office 365
Host: smtp.office365.com · Port: 587
Yahoo Mail
Host: smtp.mail.yahoo.com · Port: 587
Email Templates
Placeholders: {{name}} {{company}} {{email}} {{phone}}
Add bank names here to make them available as dropdown options wherever a bank field appears in the system.