The Preferences page controls how AdvantaCRM behaves for you — whether it nudges you to complete client profiles, how pending applications get marked as issued, and how the app looks.
Getting there
From the left sidebar, click Settings, then choose Preferences from the settings menu.
Profile completion checklists
When this is on, AdvantaCRM prompts you to fill in missing contact details whenever you open a client profile — a handy nudge to keep your records complete. Toggle it off if you'd rather not see those prompts.
Pending applications
This controls how applications in your Pending list get marked as issued. Choose the approach that fits how you work:
Automatic — applications are marked as issued on their own once their effective date arrives. Less to remember.
Manual — applications stay pending until you mark them issued yourself. More control, if you'd rather confirm each one.
Appearance
Choose your Theme for how AdvantaCRM looks:
Light — bright theme
Dark — dark theme
System — automatically matches your device's setting
Clicking a theme shows you a live preview right away, so you can see how it feels before committing.
Saving your changes
The theme in particular only previews when you click it — it isn't applied until you hit Save preferences. So if you try a theme and like it, save before leaving the page.