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Settings

Configure your account — business profile, team, custom fields and values, tags, domains, and account administration.

Media Library

Twilio Phone Settings

Navigating the Settings Menu

Custom Fields

Creating and Managing Custom Fields

Custom Field Types Reference

Custom Values

Creating and Managing Custom Values

Merge Fields and Custom Values Reference

Organizing Custom Values with Folders

Tags

Creating, Editing, and Deleting Tags

Source Tags and Trigger Tags

Business Profile

Setting Up Your Business Profile

Calls, Voicemail, and Missed Call Text Back

Duplicate Handling and Contact Validation

API Access, Support Access, and Deprecated Features

SMS Compliance Settings and Authorizing Representatives

Team Management

Adding and Managing Team Members

Roles and Permissions: Admin vs. User

My Profile

Using My Profile: Personal Information

Password and Two-Factor Account Security

Setting Your Availability

Adding an Email Signature

Connecting Zoom, Gmail, and Outlook

Domains

Adding Domains for Funnels, Websites, and Stores

Domain Connect and DNS Basics

Transferring a Domain into Aesthetix CRM

Creating and Managing URL Redirects

Transferring a Domain Out

Account & Administration

View and Manage Your Billing

Time Zones

Contact Engagement Score

Audit Logs