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BRITIXO Core CRM Software
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How to do basic settings, configurations, security and branding?
1- User base security feature: learn how to enable user base 2fa Google authenticator .
2- Click on "settings" in the header (top right hand side of the software / CRM / PMS). see in the image below:
2- Basic details of your company, (company name, website etc.) (see image below).
3- "Email" option no 4 ( p lease do not change the SMTP details (we do provide free secured & encrypted email exchange server with every version of the practice management software).
4- Next heading "Finance" in settings / configurations.
- In general finance settings, you can customise everything accordingly. (see the screenshot below)
e.g. Invoice, proposal, estimate, credit note ( Numbers & prefixes).
- © Britixo Software
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🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Create a support ticket.
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