Customization options & how to access them
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?
Some customization features require an Advanced or Expert plan subscription!
📊 Support Levels
Go to: Profile > Settings > Contacts/CRM > Support Levels
Categorize your contacts by support levels. Learn more.
✅ Task Channels
Go to: Profile > Settings > Contacts/CRM > Task Channels
Customize tasks and follow-up actions for your team's needs.
👥 Contacts
Go to: Profile > Settings > Contacts/CRM > Contacts
Customize fields to capture the information you need.
Add mandatory fields, rename, or customize existing ones. Learn more about custom fields.
📝 Surveys
Go to: Action > Survey
Create surveys and conditional questions. See survey tutorial.
⚙️ Space Name, Invitation Code & Avatar
Go to: Profile > Settings > General > My space
Personalize your space name, change the invitation code, and add an avatar.
🎭 Custom Roles
Important note: Role customization is only available for Expert Plans.
Go to: Profile > Settings > General > Role management
Customize and add roles to match the structure of your organization.
💡Additional customization options
Want to customize even more? Contact support for help or check out this article for a deeper dive into setting up your space as an admin.