ZNICRM Usage guideCUSTOMER GUIDE
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Settings workspace

Administrators can find account configuration, billing and integrations in one directory.

  1. Select Account Settings in the navigation.
  2. Select a category chip or the mobile Setting category selector. Choosing a category clears search. Typing in Search settings searches across all categories; all entered words must match the setting text or keywords. Escape clears the query; Clear or Show all settings resets both category and query.
  3. Select a setting to open it. The quick access links provide shortcuts to Facebook Integration, Engage, WhatsApp and Chat Bots.

For Free or Trial plans, a plan card shows the plan name, Current plan and Upgrade plan links. This card is not shown for other plan types. The Notes icon opens personal notes; a migration notice can offer Open Migration. Results and counts vary with access and account state. For company identity and service access see Company settings. Browse the settings guides below.

Billing5 entriesPersonal2 entriesHRMS5 entriesCRM Functions8 entriesChat Settings6 entriesHelpdesk6 entriesInvoicing2 entriesFeatures Settings22 entriesGateways4 entriesIntegrations12 entriesDevelopers2 entriesPartners1 entriesHelp3 entries

Detailed procedures