⚙️ Biz1 Settings – Full Functional Overview
- What are Biz1 Settings?
Biz1 Settings is the main control center for the system's behavior and automation.
- Biz1 Settings defines how the system works for you.
It controls:
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Communication (email, SMS, calls)
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Automation rules
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Client and project structure
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Status flows and workflows
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Integrations and API interfaces
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Payments and order logic
- Biz1 Settings – Sub-Module Breakdown
1️⃣ Modules
- Purpose
Controls which features are active in the system.
- What it does
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Enable or disable full modules
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Control system complexity
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Tailor features to business needs
- Example of use
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Disable projects if not needed
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Enable tasks only for the operations team
- This is the control panel for enabling/disabling features in Biz1
2️⃣ Email Settings (Communication Engine)
✉️ Email Accounts
Manages all outgoing email identities
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Add SMTP or Biz1 email accounts
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Assign accounts to team members
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Set sender name and signature
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Use different emails for:
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Sales
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Support
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Accounting
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- Without this, no email automation can work
- Email Templates
Reusable email content system
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Create structured email templates
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Use dynamic variables (client name, invoice, link)
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Attach templates to:
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Documents
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Forms
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Automations
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- This ensures consistent communication
- Automatic Email Reply
Automatic reply system for incoming emails
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Send immediate responses
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Trigger via:
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Forms
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Emails
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Business hours
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Select template and sender
- Acts as a smart email assistant
- Get Notification for New Leads
Internal notification system
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Notifies the team about new lead creation
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Custom recipients
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Custom templates
- Ensures no lead is missed
3️⃣ Phone and SMS Settings (Call and Message Control)
- Add Missed Call as Client Task
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Converts missed calls into tasks
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Automatically assigns follow-ups
- No missed opportunity goes unnoticed
- Automatic SMS Reply
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Automatic reply to SMS messages
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Keyword and time-based rules
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Template-based responses
- 24/7 SMS assistant
☎️ Phone Number Display
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Standardize phone display
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Hide or format numbers
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Country and DID handling
- Keeps phone data clean and readable
- SMS Sender
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Set sender ID / mobile
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Select SMS provider
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Manage API credentials
- Controls how SMS appears to clients
- Call Routing Option
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Forward or reroute calls
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Set voicemail logic
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Routing by business hours
- Ensures calls always reach someone
- Call Statuses
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Define call outcomes
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Color-coded call results
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Used for reporting
- Enhances call analysis
- Use Incoming Calls as Referrals Only
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Track calls without creating clients
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Used for analysis and referrals
- Lightweight mode for call tracking
4️⃣ Client and Project Customization (System Structure)
- Folders
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Group clients/projects
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Folder-specific:
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Fields
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Statuses
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Tabs
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- Acts as client "types"
- Fields (Custom Fields)
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Add business-specific data fields
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Text, number, dropdown, date, etc.
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Validation and mandatory rules
- Adapts the CRM to your business model
- Dashboard Fields
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Control what users see first
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Hide irrelevant data
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Rearrange important fields
- Improves usability and focus
- Tags
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Flexible tagging system
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Multiple tags per client/project
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Powerful filtering
- Quick categorization and search
- Project Fields
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Custom fields specific to projects
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Separate from client fields
- Enhanced project tracking
- Labels and Statuses
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Create sales or workflow stages
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Parent statuses and sub-statuses
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Color-based visual flow
- Defines your business sales pipeline
- Project Columns
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Control project list views
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Select visible columns
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Rearrange layout
- Custom dashboards for projects
- Fixed Fields
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Lock essential system fields
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Prevent accidental removal
- Protects core data
- Tab Settings
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Enable/disable tabs
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Control tab order
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Customize client and project views
- UI customization
5️⃣ Date Settings
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Date and time formats
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Calendar behavior
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Regional preferences
- System-wide consistency
6️⃣ SMS Templates
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Save reusable SMS messages
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Insert dynamic variables
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Quick message sending
- Faster SMS communication
7️⃣ API, Zapier, and Calendar (Integrations Hub)
- API Translator
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Automatic content translation
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Multi-language support
- Zapier Webhook
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Connect Biz1 to third-party tools
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Trigger external automation
- No-code integrations
- Google Calendar
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Synchronize meetings and events
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Two-way calendar sync
- No double bookings
8️⃣ Payments
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Set up payment gateways
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Build payment forms
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Track payment status
- Payment infrastructure
