Settings
Settings let you tailor Heffl to your business. Configure integrations, module defaults, permissions, and more from one central place.Settings categories
Integrations
Connect email, calendar, payments, and messaging services.
Team Management
Manage members, roles, and permission sets.
Custom Fields
Add custom data fields to any entity.
Developer
API keys and webhook configuration.
Module settings
Each module has configurable defaults that affect how records are created and managed.CRM settings
Leads (Settings > Leads):
| Setting | Description |
|---|---|
| Required fields | Make mobile number or CRM source mandatory on lead creation |
| Archive on qualification | Automatically archive leads when they’re qualified |
| Allow duplicate leads | Whether leads with the same contact info can be created |
Settings > Clients):
| Setting | Description |
|---|---|
| Allow duplicate names | Whether contacts with the same name can exist |
| Allow duplicate mobile | Whether contacts with the same phone number can exist |
| Sync contact stage on company update | When a company stage changes, update its contacts’ stages too |
Settings > Deals):
| Setting | Description |
|---|---|
| Estimate column | Show deal value or quotation value in pipeline views |
Sales settings
Invoices (Settings > Invoices):
| Setting | Description |
|---|---|
| Due date days | Default number of days until an invoice is due |
| Required fields | Make sales person mandatory |
| Description format | Default line item description template |
| Show unlinked invoices | Display invoices not linked to deals |
| Convert to bill | Enable converting invoices to purchase bills |
Settings > Quotations):
| Setting | Description |
|---|---|
| Initial tags | Tags automatically added to new quotations |
| Required fields | Make deal link mandatory |
Settings > Sales Orders):
| Setting | Description |
|---|---|
| Instant invoice | Automatically create invoice when a sales order is confirmed |
Project settings
Projects (Settings > Projects):
| Setting | Description |
|---|---|
| Task duration options | Available time duration choices for tasks |
| Default task approval | Default approval status for new tasks |
Other settings
Tags (Settings > Tags) - Create and manage tags used across CRM, Sales, and Projects.
Lead Sources (Settings > Sources) - Define where your leads come from (Website, Referral, Cold Call, etc.).
Lost Reasons (Settings > Lost Reasons) - Define why deals or quotations are marked as lost.
Tax Rates (Settings > Tax Rates) - Configure tax rates for invoices and quotations.
Payment Methods (Settings > Payment Methods) - Define accepted payment methods (Cash, Bank Transfer, Credit Card, etc.).
Module Numbers (Settings > Module Numbers) - Set prefixes and starting numbers for all record types.
Message Templates (Settings > Message Templates) - Create reusable email and message templates with merge tags.
FAQ
Do settings apply to all team members?
Do settings apply to all team members?
Module settings are workspace-wide and apply to everyone. Individual preferences like notification settings are per-user.
Can I reset settings to defaults?
Can I reset settings to defaults?
Settings can be changed at any time. Heffl doesn’t have a “reset to defaults” button, but you can manually revert any setting.
Who can change settings?
Who can change settings?
Owners and Admins can access all settings. Members with appropriate permissions can access module-specific settings.