Settings & Customization
Overview #
The Settings tab lets you configure the app to match your workflow. Access it from the bottom tab bar → Settings.
Settings Menu #
| Setting | Description |
|---|---|
| Workspace | Manage workspaces, switch sites, edit credentials, business info |
| Business Information | Configure business name, email, and details for the workspace |
| Theme | Light, Dark, or System appearance |
| Lead Details | Customize the contact detail page |
| Notifications | Push notification preferences per workspace |
| Data & Sync | Refresh workspace data, clear cache |
| Check for Updates | Check for new app versions |
Workspace #
Manage your connected WordPress siteSettings & Customizations. See Workspaces for full details.
- View current workspace info
- Switch between workspaces
- Edit credentials (URL, username, API password)
- Add or remove workspaces
- Configure business information
Business Information #
Store business details for the current workspace:
- Business name
- Business email
- Other business details
This information is stored locally per-workspace and can be referenced in message templates and communications.
Theme #
Choose your preferred appearance:
| Option | Behavior |
|---|---|
| System | Follows your device’s light/dark mode setting |
| Light | Always light background |
| Dark | Always dark background |
The theme applies immediately and persists across sessions.
Lead Details #
Customize how contact detail pages behave:
Contact Actions
Configure which quick action buttons appear on the contact detail header:
| Action | Default |
|---|---|
| Quick Response | ON |
| Call | ON |
| SMS | ON |
| ON | |
| ON | |
| Telegram | ON |
Toggle any action OFF to hide it from the contact detail page. Useful if your team doesn’t use certain channels.
Access: Settings → Lead Details → Contact Actions
Notifications #
Control push notification behavior:
- Per-workspace toggle — enable or disable push notifications for each connected workspace independently
- Notification templates — view and manage message templates for the current workspace
See Notifications & Reminders for full details.
Data & Sync #
Refresh Workspace Data
When your administrator makes changes in WordPress (new custom fields, updated lists, modified stages, etc.), the mobile app needs to sync:
- Go to Settings → Data & Sync
- Tap Refresh Workspace Data
- Wait for sync to complete
This re-downloads: user permissions, custom fields, lists, tags, stages, and active columns.
Auto-Refresh
The app automatically checks for data freshness:
- On app launch, if more than 24 hours since last refresh
- After an app update is detected
- A toast notification confirms when auto-refresh completes
When to Manual Refresh
- After admin adds/removes custom fields
- After admin changes lists, tags, or stages
- After admin modifies your CRM role or permissions
- If data appears stale or incorrect
Check for Updates #
Tap to check if a newer version of PloverCRM is available on the App Store or Google Play.
- Android: If an update is available, it downloads in the background (flexible update)
- iOS: Shows an alert with the option to open the App Store
You can skip a version and won’t be prompted again for that specific version.
Stages Management #
View and manage your pipeline stages:
- Settings → Stages (accessible from workspace settings)
- View all configured stages with their colors
- Stage configuration is managed by your administrator in WordPress
Tips #
- Use System theme to match your device’s appearance automatically
- Disable unused quick actions to keep the contact detail page clean
- Refresh workspace data after any admin-side configuration changes
- Keep the app updated for the latest features and bug fixes
