RevenuePilot CRMDocumentation
v1.0.0 Changelog

Settings

Settings are the runtime control center. Keep controller logic thin by managing behavior through services and repositories, then validate the outcome in the UI and System Health.

Settings Areas

AreaControls
GeneralApplication identity, URL, timezone, formats, and sender identity.
BrandingLogos, favicon, color presets, login styling, and portal brand values.
SecurityPassword rules, lockouts, CSP mode, upload scanner, MFA expectation, and demo mode.
ChannelsMail, SMS, WhatsApp, notification channels, and provider test controls.
SessionsActive sessions, revocation, retention, and session security.
ToolsOperational utilities guarded by permissions.

Verification

After saving settings, test the matching workflow: send a mail test, perform a password reset, capture a screenshot, trigger a notification, or run a readiness check.