Settings & Appearance

General options, branding, currency, and WordPress admin bar link.

Overview

CRM-wide preferences include branding (primary, secondary, sidebar colors), optional WordPress admin bar shortcut, and other appearance keys stored in plugin settings.

Where to edit

Open #/settings in the CRM app. Saved colors are injected as CSS custom properties before React mounts, for example --color-navy, --color-pink, --color-sidebar-bg, and --color-menu-text, so the UI does not flash default branding.

Admin bar link

When enabled, a shortcut to the CRM appears in the WordPress toolbar for administrators or users with CRM access, linking to admin.php?page=auto-form-crm#/.

Related: Initial configuration, Roles & permissions.