You can set the theme on "Dark" or "Light" depending only on how you like it best.
Timezone, Date & time format, and the First day of your week
The currency, the position of its display, and the number of decimals.
Your billing information
Billable or not, and the Hourly rate
The color in which its Activities will be displayed in the Calendar
Note: All the initial settings can be edited at any time.
To Edit, Delete, or Clone a record, use the related buttons on the right side of each line.
Edit ONLY the Description of a record by clicking on that particular Description. The text can be
formatted in various ways. You can include bullet/number lists, change text colors or highlights, attach
images, include links, change the alignment or indent, or change the form of the font (bold, italic,
In records lists, choose which columns you want to see(Settings button on the upper-right corner of the
Choose a chronological or alphabetical order of records in lists (click on the column header)
In planning lists, also view the activities marked as "done" by checking the corresponding box
Choose if you want to see the Paid or Unpaid Invoices, or all of them (check the corresponding box)
Use Multiple selection (e.g. in Quotations), to apply one of the actions available in the "Actions"
namely "Delete", "Export quotation", "Export estimate"
Use the Search button to search anything/anywhere in your records, even a part of a word used in a