AIBizCRM

Module Settings

Dashboard sections and toast

Changes preview alongside the controls. Save applies them to this module in this browser.

Section sizes are pixels; leave blank for the design default. Fit mode keeps text readable and scrolls overflowing content.

Sections: size, visibility, details and order

Choose how each module draws attention to new activity. Related visible icons, links and cards use these settings together.

These preview settings are saved only in this browser tab.

Presets are saved in this browser. Imports and resets change the draft; Save module settings applies it. Quiet hours use the selected timezone. Equal start/end times mean all day. Snooze uses your device’s local time.

Owner controls

Lock notification modules:

Protect approved theme areas:

This template demonstrates owner controls in this browser. Builders connect account authorization and persistence. Protecting source code requires repository permissions.

CRM

Appearance — select one or combine effects

Turn Pulse off for steady highlighting. Count badge shows the number of new items supplied by the module. Color applies to highlight, pulse, text color and dot. Reduced-motion preferences keep the effect steady.

Sample link · 3 new
Placement and counts
Show indicators on
Appearance and accessibility
Priority styles
Quiet hours and snooze
Pulse and reminders

Demonstration only; no business records are created.

Customize

Appearance — select one or combine effects

Turn Pulse off for steady highlighting. Count badge shows the number of new items supplied by the module. Color applies to highlight, pulse, text color and dot. Reduced-motion preferences keep the effect steady.

Sample link · 3 new
Placement and counts
Show indicators on
Appearance and accessibility
Priority styles
Quiet hours and snooze
Pulse and reminders

Demonstration only; no business records are created.

Opening a dashboard does not clear its sections. When acknowledged is selected, use Acknowledge in the affected section. When read follows the app’s read status.

Keyboard shortcuts

Alt+1 through Alt+7
1: Home; 2: Contacts; 3: Content; 4: Campaigns; 5: Inbox; 6: Reports; 7: Setup. Unavailable destinations stay disabled.
?
Show this shortcut guide