Workspace settings: currency, time zone, Push e-mail, calendars, AI and data export
The workspace's own settings — its currency and time zone, the demo data, sending system e-mails through Push, the calendar connections for everyone, the AI prompts and the full export of your data.
Settings → Workspace is for managers (the CRM Admin role). It has the tabs Workspace, Push Email, Integrations, AI and Data export. Your personal settings are elsewhere — see My settings.
Workspace
- Currency — Default currency: new deals, invoices, imports and demo data use this currency. Records already saved keep the currency they were saved with. Save currency.
- Time zone — what "today" means for activities, reminders and scheduled sends; until one is chosen, Europe/Sofia. Reminders go out at — the hour the payment reminders leave. Save time zone.
- Demo data — while the workspace still has the sample records it started with, Remove demo data deletes them. Issued invoices stay — a tax document is never deleted — and so do the contacts they are made out to.
Push Email
Push is Monfri's e-mail service. When it is on, the e-mails CRM sends on its own — payment reminders and confirmations, customer portal links, recurring invoice summaries — go through Push, with its delivery tracking. Sequences can send through Push too. What people send from their own mailbox — replies, invoices, notes — still goes from their mailbox; from a mailbox without SMTP, invoices, notes and invitations go through Push and replies do not go at all.
Fill in API URL, API Key, Push App ID, Default Sender Email and Default Sender Name, and turn on Enable Push Email. The sender must be verified in Push. Disconnect turns it off. Without Push the e-mails to your customers — reminders, confirmations, portal links — are not sent, and the owner and the managers see why; a recurring invoice summary, which goes to your own people, comes from Monfri's address.
If Push refuses the e-mails — for example the sender is not verified — CRM does not send them another way; the owner and the managers see why.
Integrations
Calendar sync for everyone in the workspace. A manager enters your own OAuth app once; then every member connects their own calendar in My settings → Calendar.
- Outlook Calendar — the Application (client) ID and the Client secret of an app registration in Microsoft Entra, with the redirect address shown and the delegated permissions Calendars.ReadWrite and offline_access. Save credentials; Remove Credentials takes them away.
- Google Calendar — the OAuth client ID and secret from the Google Cloud Console, with the redirect address shown. Save Credentials; Remove Credentials takes them away — members can then no longer connect.
See My settings for connecting a calendar.
AI
- AI Prompts — the instructions CRM gives the AI model for its features. Change one to fit your business; Reset to default brings back the original.
- Monfri Agents — e-mail content appears when your workspace may use it: whether Monfri Agents may read e-mail content, and for which shared mailboxes.
Data export
Export all data prepares a ZIP of every module — contacts, companies, leads, deals, activities, invoices, projects, time, e-mail and the rest — as CSV and JSON, with the files they point at and a README describing the format. The download link arrives by e-mail, works for 7 days and only for you, signed in.
Left out: passwords, tokens and other secrets; mail in other members' personal mailboxes and mail they marked private; other members' AI conversations.
If something doesn't work
An export is already being prepared — the link will arrive by e-mail.
Wait for the e-mail.
A workspace can start 3 exports a day. Try again tomorrow.
Use the link of an export already made, or try tomorrow.
Pick one of the active currencies.
The currency is not in the list. Choose another.
Only admins can configure … credentials.
Calendar apps are set up by a workspace admin.