What can I customize on Qomon and how?
Qomon offers default settings, but you may want to customize your Qomon experience to match your exact needs or the way your organization operates!
So, what can be customized and how do you do it?
The Support Levels
You can access and edit the support levels by going to your profile in the bottom left corner > Space Settings > Contacts/CRM > Support Levels
Support levels allow you to categorize your contact database in depth. Read this to learn more: Customize level of support.
Access the Task channel by heading to your profile in the bottom left corner > Space Settings > Contacts/CRM > Task channels
Tasks allow you to list all possible follow-up actions to be taken, or tasks associated with a contact to stay organized. Customize the tasks by default.
Here you can define the fields you need when encountering and adding a contact.
You can customize contact records by adding fields according to your needs.
This feature is available for Premium and Organization plans.
For example, you may simply need a city and a name, OR a phone number and age range.
💡You can rename existing fields.
💡 You can set fields as mandatory, meaning it will be impossible to proceed if they are not filled out.
Make surveys and conditional questions in Mobilize > Survey
Read here for an in depth tutorial on surveys: Create your survey
The name of my space, your organization invitation code, and Avatar!
The title says it all! Just head over to your profile in the bottom left corner and select Space settings.
🤔 Want to customize more? Have more questions? Contact the support team!
💡 For an in depth look at setting up your space, check out this article!