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