Theme Manager

What is Theme Manager?

Definition

Make Veloxity CRM your own. Everything from the background color to the text color is fully customizable. 

Change the look and feel of Veloxity by changing multiple aspects of the user interface including the color scheme and other graphical appearance details. 

Theme Manager allows you to customize the app without needing to write code. All of the settings allow for click-and-select functionality.  

How can I use Theme Manager?

• Theme Veloxity to match your personal color scheme.
• We recommend that most users Use Quick Theme to customize Veloxity. 

Where can I find Theme Manager?

Theme Manager is located in Profile Settings.

From the Main Menu, click My Profile > Profile Settings > Customize Theme

Navigating Theme Manager

You are looking at a screenshot of Theme Manager in Profile Settings.

Figure 1. User Theme Manager on Profile Settings.

How can I use Theme Manager?

How can I Create a New User Theme?

To create your own user theme, you have three options:

• Use Quick Theme to quickly style Veloxity CRM using only a handful of settings. (Recommended)
• Create a New User Theme.
• Edit an Existing User Theme.

How can I use Quick Theme?

Quick Theme provides a limited set of choices allowing you to set up a theme with unified settings easily.  

Visit Quick Theme for more information.

How can I Create a New User Theme with a high degree of customization?

If you prefer a higher degree of customization than Quick Theme allows, you may want to create a new user theme.

1. Click Create User Theme.
2. Create New Theme opens.
3. Click a Theme Section to configure section-specific theme settings.
4. Edit Theme Details. Select color scheme and other graphical appearance details. 
5. Click Save. 

Figure 2. Create a New User Theme.

How can I Edit an Existing User Theme?

1. Select the Theme you want to Edit.

2. Click Duplicate. 

3. Enter a new Theme Name for the Duplicate Theme.

4. Click Edit.

5. Edit Duplicate Theme Details.

6. Click Save.