Account Info Settings
Company details, the number automated calls come from, default landing pages, theme colours — and the one switch that pauses all automation.
On this page
1What this tab controls
Settings → Account Info holds the facts about your company that ClientTether uses everywhere else: what goes in email footers, which number automated calls come from, where your users land after login, and how the app looks. Remember to save — the tab has its own Save button.
2The fields
| Field | What it affects |
|---|---|
| Active / Pause switch | The master switch for automation. On Pause, no action plan in the account runs at all. |
| First / Last Name, Account Owner | The main contact for the account. |
| Company | Your company name as it’s displayed, including in messages that use the company token. |
| Address 1–3 | Your mailing address. |
| Phone | The account’s default number — the one automated action-plan calls are placed from. |
| Office Phone | Display-only in the unsubscribe footer of your emails, for CAN-SPAM compliance. Keep it current. |
| Website and Email | Your web address, and the account’s default email — where daily reminders go and what replies come back to unless something else is set. |
| Country, Default Date Format, Default Time Format | How dates and times are shown and entered across the app. |
| Default Page | Where users land after signing in: Dashboard, Accounts, Contact List, Pipeline, Calendar or Jobs. Each user can override it on their own record. |
| Default Contact Tab | Which tab opens first on a contact profile: Whiteboard, History Notes, Text, Email, Event or Log-a-Call. |
| Header Color and Footer Color | The theme of the app for everyone in the account. |
| Current Password | Change your own password from here. |
Pause stops everything
The Active/Pause switch is account-wide. Paused, no plan sends anything for anyone — useful during a migration, expensive if someone forgets to switch it back.
3Troubleshooting
Nothing is sending anywhere
Check the Active/Pause switch first, then Operation Settings hours.
Automated calls come from the wrong number
They use the account’s Phone field. The number pool itself is on the Telephony tab.
Dates are being read the wrong way round
Set the Default Date Format and Country to match your region.
4Related pages
- Settings Overview, Operation Settings.
- Users & Permissions — per-user defaults.