Experience Settings

The Experience Settings page allows you to personalize the look and feel of your CRM environment, including theme, colors, chart styles, and how dates/times are displayed.

You can access it from:
Settings → User Settings → Experience

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Appearance

Choose how the application’s interface is displayed:

• System
  Matches your operating system’s theme preference automatically.

• Light
  A light-colored theme for maximum readability in bright environments.

• Dark
  A dark-colored theme for reduced eye strain and better focus.

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Accent Color

Select an accent color for buttons, highlights, and UI elements.

Available options include:

• Violet
• Blue
• Green
• Yellow
• Orange
• Red
• Neutral

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Chart Theme

Customize how charts and reports are displayed:

• Accent Color
  Charts use your chosen accent color for visual consistency.

• Multicolor
  Charts use multiple colors to differentiate categories or segments.

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Date and Time

Control how dates and times appear throughout the application:

• Date Format
  Choose the format in which dates are displayed (e.g., Sep 23, 2025).

• Time Format
  Select between:

  • 12-hour format (e.g., 11:33 AM)
  • 24-hour format (e.g., 23:33)

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Best Practices

• Use System Mode if you want your CRM to automatically follow your device’s theme.
• Select a consistent Accent Color that aligns with your brand.
• Use Multicolor Charts for analytics dashboards where distinguishing data categories is important.
• Ensure your Date/Time format matches your regional or organizational standard.

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