--- title: "Customize Settings in Convex" slug: "customize-settings-in-convex" updated: 2026-10-15T00:25:55Z published: 2026-10-15T00:25:55Z canonical: "help.servicetitan.com/customize-settings-in-convex" excludeFromSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize Settings in Convex ## Overview The Settings in Convex allow you to customize your experience and manage key aspects of your workspace, including your profile and notifications. You can also create custom fields and select filters to tailor the platform to your specific workflows and data needs. --- ### ****Who uses this feature**** - Managers, regional managers, representatives, and salespeople - Primarily for Commercial Service and Commercial Construction business types ****Feature configuration**** - Contact [marketing@convexlabs.io](mailto:marketing@convexlabs.io) to set up a demo and get more information about Convex. ## Access Settings 1. Click your name on the navigation menu. 2. From the side menu, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-byo5k4w0.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) **Settings**. The *Settings* screen opens. ![Access Settings in convex](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-of91y6d7.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) ## Custom Fields Custom Fields allow you to create additional fields and capture data specific to your business needs. To create a custom field: 1. On the *Settings* screen, click **Custom Fields**. 2. Select where you want the custom fields to appear. There are three locations you can add them to: 1. **Accounts** 2. **Opportunities** 3. **Properties** > [!NOTE] > **Note:** You can add custom fields to *Accounts* and *Opportunities* if these features are enabled for your account. ![Properties in convex](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-5izu7yyk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) 3. Click the custom field type you want to add. 4. Enter the name of your custom field. 5. When finished, click **Add Field**. ![Add Field in convex](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-ovaphx2g.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) For example, after adding a *Contract Revenue Date* custom field on *Properties*, it appears in the *Custom fields* section on the [Property Details Panel](/construction/docs/deep-dive-into-the-property-details-panel-in-convex) (PDP). ![Custom fields section on the Property Details Panel](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-0pqgepqn.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) ## Filters Here you can select which types of permits you want to see on properties on your account. Permit types are automatically identified based on common keywords. 1. On the *Settings* screen, click **Filters**. 2. Click the checkbox for the permits you want to display on properties. ![filters in convex](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-scc0ijew.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) You can also select **Include predicted values in filter results** so that Convex provides the missing data, such as year built, stories, property type, or area. Including predictions increases result quantity, while excluding them improves data accuracy. ![Include predicted values in filter results](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-hejpebz6.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) ## Notifications 1. On the *Settings* screen, click **Notifications**. 2. Select **Receive emails** to get weekday morning emails with reminders for overdue and upcoming due dates on your *Boards* cards. ![Notifications](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-6ezyedu8.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) ## Contact Info By default, Convex shows contacts with *Low*, *Medium*, and *High* accuracy scores. This indicates how likely a contact is reachable and still employed at the listed company. 1. On the *Settings* screen, click **Contact Info**. 2. Select **Include lower accuracy contacts** to include low-accuracy contacts. ![Contact Info](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-9luaym0o.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) ## Profile settings *Profile* only appears when certain features, such as *Email Integration* and *Dialer AI*, are enabled for your account. Here you can add and manage information about yourself and your company. Then, Convex AI will use that information to provide you with better results. 1. On the *Settings* screen, click **Profile**. 2. Fill out each section with information about yourself and your business, and click **Save**. ![Profile settings](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/customize-settings-in-convex-image-uw39plzr.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A23%3A10Z&se=2026-10-31T03%3A23%3A10Z&sr=c&sp=r&sig=86C%2B2KefULuerY%2FX69w507TWMw2uKGn4xKHHZq0mwOU%3D) > [!TIP] > **Tip:** On the right side, you'll find examples of descriptions to help you fill out the fields. ## Want to learn more? - See [Convex navigation menu overview](/construction/docs/convex-navigation-menu-overview) - See [Connect your email with Convex](/construction/docs/connect-your-email-with-convex)