Change the app's date entry and display format
Start in: Settings → Date format → Preferred date format
- Open Settings → Date format → Preferred date format and compare the sample dates.
- Choose the date order and separator you prefer. The choice takes effect immediately and saves automatically.
- Check a date field to confirm the entry labels and display order. No Save or Apply button is needed.
Result: Date entry and supported displays change without changing the stored dates.
- The available orders include day/month/year, month/day/year and year/month/day with slash or dash separators, plus day.month.year.
- CSV date interpretation remains a separate per-column mapping choice.
- Date-format and notification preferences are not restored from a CRM backup.
Choose notification methods or pause alerts
Start in: Settings → Notifications
- Choose In-app notifications, Windows notifications, or both.
- Keep at least one method enabled; enable the other method before turning off the currently selected one.
- To pause alerts, configure Minutes, Hours, Days or Until… with the intended amount or resume date and time, then turn on Pause all notifications. If already paused, changes to the selection update the pause time.
- Check the Will resume message. Turn Pause all notifications off to resume earlier.
Result: Notification settings apply immediately and the pause expires at its selected time.
- This controls notification delivery rather than deleting scheduled activities.
- Invalid or past pause times are not accepted as a new pause.
Find the app version and third-party notices
Start in: Settings → About
- Read App version in About.
- Select Copy version to copy the version for a support request; the button changes to Copied after success.
- Open Third-party notices to view the bundled licence and notice file.
Result: The installed build's version can be supplied with a support request.
- Include the displayed App version when reporting a problem.
Backup, restore and diagnostics
Backup & restore provides local backups and staged restores. Read the guide before replacing data.
Diagnostics & support offers Create Support Package, Open support folder and Open logs folder. Review diagnostic files before sharing them.
What you can configure in Settings
- Notification delivery methods and a temporary notification pause.
- Backup and restore of CRM data and managed contact files.
- Date-format preferences.
- Diagnostic support packages and access to support and log folders.
- App version and third-party notices.