Here are some key guidelines to help you personalize your experience with our service:

📌 1. Customize Your Dashboard

🖼️ 2. Visual Customization Options

Customization Interface

📝 3. Functional Customization

  • Enable/disable features through the Feature Manager
  • Create custom workflows with Workflow Builder
  • Use User_Profile_Settings for personalized configurations
User Profile Settings

📌 4. Best Practices

  • Always back up settings before major changes
  • Refer to Customization FAQ for common issues
  • Test custom configurations in sandbox mode first

Need further assistance? Explore our Customization Documentation for detailed guides.