Settings — Passage Immigration CRM

UI appearance & theme

Pick the color scheme every user sees across the app.

Customize colors

Fine-tune the selected theme. Changes apply instantly for everyone.

Sidebar

Left navigation background

Top bar

Top navigation bar (matches the sidebar unless set)

Primary

Buttons, links and highlights

Accent

Badges, counters and sidebar highlights

Page background

Main area behind content (default white)

Field background

Text boxes, dropdowns and text areas (default white)

Aesthetic preset

Overall look — fonts, cards, spacing and shape. Works with any color theme.

Design style

How tables and utility buttons (like Download XLSX and Columns) look on every page.

Communication & messaging

Choose how messages between the back office and agents work on every application.

Two-way communicationOfficers and agents can both write messages, ask questions and attach files on a case.One-way broadcastOnly back-office staff can post messages and files. Agents can read and download, but not reply.

Case submission

Label of the button agents click to send an application to the back office.

Leave empty to use "Submit to backend".

Accounting currency

Currency used for fees, payments and balances on every case.

Show running balance column in case accounting tables

Dependent types

Options shown in the Relation field when adding dependants, in this order. Drag the grip to reorder. Types used by cases can't be deleted.

Spouse
Child
Parent
Sibling
Grandparent
Other

Case statuses

Options in the Case Status field on Case Details, in this order. Drag the grip to reorder. Statuses used by cases can't be deleted.

New
In Progress
On Hold
Approved
Refused
Closed

Investment types

Options in the Investment Type field on Case Details and in document checklist rules. Types used by cases can't be deleted.

Government Fund
Real Estate