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Settings | Aesthetix CRM
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Settings
Settings
The settings section is where you can set up and adjust various components within your CRM.
Domains
Media Library
Time Zones
Twilio Phone Settings
Billing Settings
Settings (My Profile)
Personal Information
How to connect your Zoom account
How to setup your User Availability
How to Manage User Profile Notifications
Guide on How to use My Profile
How to Add an Email Signature
How to Change Your Password
Settings (My Staff)
How to Create a New Team Member in Your CRM
Team Management
Admin vs. User Permissions
How Creating New Team Member Users
How to Edit User Team Member Details in My Staff
How to Delete User Team Members in My Staff
Settings (Tags)
How to Edit Tags
Source Tags in Aesthetix CRM
How to Add Tags
Trigger Tags in Aesthetix CRM
How to Delete Tags
Settings (Custom Values and Custom Fields)
How to Add New Folders in the Custom Values Tab
How to Create Custom Values
How to Delete Folders in the Custom Values Tab
How to Rename Folders in the Custom Values Tab
How to Update Treatment of Interest Custom Field
Creating Monetary Custom Fields
Creating Phone Custom Fields
Creating Number Custom Fields
Compilation of Custom Values / Merge Fields
Creating Single Dropdown Custom Fields
Creating Radio Select Custom Fields
Creating Checkbox Custom Fields
Creating Date Picker Custom Fields
Creating Multiple Dropdown Custom Fields
Creating File Upload Custom Fields
Creating Single Line Custom Fields
Creating Multi Line Custom Fields
Creating Signature Custom Fields
Creating Text Box List Custom Fields
How to Edit Custom Values
Moving Folder Custom Values
How to Delete Custom Values
Settings (Business Profile)
A Guide to Authorizing Representatives in Aesthetix Business Profile
A Step-by-Step Guide to Setting Up Your Business Information in Aesthetix
Manage Profile Settings - General Information
A Guide to Managing Calls and Voicemail Settings in Aesthetix
Manage Profile Settings - Business Information
How to Allow Duplicate Opportunities in Aesthetix
A Guide to Allowing Duplicate Contacts in Aesthetix
A Guide to Outlook's Two-Way Email Syncing
Enabling Missed Call Text Back in Aesthetix
How to Access Your API Key on Aesthetix CRM
Adding Your Physical Address to Your Aesthetix Business Profile
Managing Call & Voicemail Settings in Business Profile
Fine-Tuning Your Business Profile: Enabling and Disabling Deprecated Features in Aesthetix
How to Enable Phone Number Validation When Sending the First SMS to a New Contact
Setting Up General Information in Your Aesthetix Business Profile
How to Enable Email Address Verification When Sending the First Email to a Contact
How to Enable "Mark Email as Invalid" for Hard Bounces in Business Profile Settings
Settings (Domains)
Understanding Domain Registrars, DNS Records, and Web Hosting
How to Add New Domains for Funnels, Websites, and Ecommerce Stores
How to use the Domain Connect feature
Transferring Your Domain from Wix DNS to GoDaddy
