Settings Overview
Settings Overview
Use Settings in the PloverCRM mobile app to manage your account, current workspace, app preferences, notifications, help, and updates.
Open Settings #
- Open PloverCRM.
- Sign in if you are not already signed in.
- Tap Settings in the bottom navigation bar.
The Settings screen shows the selected workspace name in the top-right corner. The available options can vary depending on your workspace, role, permissions, and enabled features.
Image placeholder: Replace this image path with the final mobile Settings screenshot when it is available.
Account #
The Account section contains options for your profile and current workspace:
- Profile — Manage your display name, role, profile picture, and password reset options.
- Workspace — Review and manage the selected workspace and saved workspace connections.
- Business Information — View shared business details synced across the current workspace.
Tap an option to open its settings screen. Each row includes a description and an arrow indicating that more settings are available.
For detailed instructions, see:
App preferences #
The App preferences section contains settings for how PloverCRM works on your device:
- Theme — Manage appearance and display settings.
- Lead Details — Manage lead actions and stage settings.
- Notifications — Manage push notifications, reminders, and templates.
- Data & Sync — Refresh and manage local workspace data on this device.
For detailed instructions, see:
- Change the App Theme
- Manage Lead Actions
- Manage Pipeline Stages
- Manage Message Templates
- Configure Notifications
- Customize Notification Alerts
- Refresh Workspace Data
- Manage Phone Validation
Help & updates #
The Help & updates section provides access to product information, support, feedback, and app updates:
- What’s New — See the latest mobile app updates. The row can show the current app version, such as version 2.0.2.
- Contact Support — Open the PloverCRM support portal. This option opens an external page.
- Request a Feature — Share feedback on the public roadmap. This option opens an external page.
- Check for Updates — Look for a newer mobile app version.
For detailed instructions, see Use Help and Account Support.
Use the bottom navigation #
The bottom navigation bar remains available while you use the main mobile app areas:
- Dashboard — Review workspace summaries and activity.
- All Leads — Browse and manage leads.
- Add New Lead — Create a lead.
- Settings — Open account, workspace, preference, help, and update options.
See Mobile App Navigation for more information about moving around the app.
Check the app version #
The PloverCRM Mobile version appears at the bottom of the Settings screen. Use Check for Updates when you want to look for a newer version.
Troubleshooting #
A Settings option is missing
Some options are displayed only when your role or workspace permissions allow them. Ask your workspace administrator to review your access if you believe an option should be available.
The workspace name is not the one you expected
Check the workspace name shown at the top-right of Settings. Open Manage Workspaces to switch to another saved workspace.
Workspace information looks incorrect
Confirm that the intended workspace is selected, then open Manage Workspaces or Refresh Workspace Data.
The support or roadmap page does not open
Tap the option again and follow the device prompt to open the external page. If the page still does not open, use a browser or contact your site administrator.
