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Documentation Index

Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt

Use this file to discover all available pages before exploring further.

Post Installation settings
How to Change the App Settings After Installation
1
Click the Setting button and then “Connected Apps”.
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2
Find the app and click Actions > Go to settings.
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3
Click Sync Settings.
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4
A Sync Settings dialogue box will open, and you can make preferred changes according to your requirements.
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The setup process is divided into three main areas:

  1. Customer Settings
  2. Product Settings
  3. Invoice/Estimates Settings
Each of these areas plays a crucial role in determining how your data is synchronized and how your business processes are automated.