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Forex CRM / Organization/Branding

Branding

Customize logos, favicons, and theme mode for your CRM branding.

Overview

The Branding page allows you to customize the visual identity of your CRM. Upload your company logos, set a favicon, and choose a default theme mode. These settings affect how your platform appears to both staff and clients across all areas of the application.

Location

Navigate to: Organization > Settings > Branding

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TipUse PNG or SVG files with transparent backgrounds for your logos. Transparent backgrounds ensure your logo blends seamlessly with both light and dark themes, and avoids unsightly white or colored boxes around your branding.

Brand Assets

  • Displayed when the platform is in light mode
  • Use a dark-colored logo for best visibility against light backgrounds
  • Recommended format: PNG or SVG with transparent background
  • Recommended width: At least 200px for sharp display
  • Displayed when the platform is in dark mode
  • Use a light-colored or white logo for visibility against dark backgrounds
  • Same format and size recommendations as light logo
  • If not uploaded, the light logo will be used (may not be visible)

Favicon

  • Small icon displayed in browser tabs and bookmarks
  • Recommended dimensions: 32x32 or 64x64 pixels
  • Formats: ICO, PNG, or SVG
  • Should be recognizable at small sizes

Theme Mode

Choose the default appearance for your platform:

ModeDescriptionBest For
LightClean, bright appearanceWell-lit office environments
DarkReduces eye strainLow-light conditions, extended use
SystemFollows user's device preferenceAutomatic adaptation

Uploading Logos

Step-by-Step Process

  1. Navigate to Branding: Go to Organization > Settings > Branding
  2. Click Upload Area: Click the upload box or drag and drop your logo file
  3. Preview: Review the preview to ensure proper display
  4. Repeat for Other Assets: Upload dark logo and favicon as needed
  5. Select Theme Mode: Choose default theme preference
  6. Save Changes: Click "Save Changes" to apply

Supported File Types

AssetSupported FormatsMax Size
LogosPNG, JPG, SVG, WebP2MB
FaviconICO, PNG, SVG500KB
  1. Click the "Remove" or trash icon next to the current logo
  2. Confirm removal if prompted
  3. Upload a new logo or leave empty for default

Where Branding Appears

Your branding assets are used throughout the platform:

  1. Sidebar: Logo appears at the top of the navigation sidebar
  2. Login Pages: Logo displayed on admin and client login screens
  3. Email Templates: Logo may appear in email headers
  4. Browser Tab: Favicon shown in browser tabs
  5. Bookmarks: Favicon used when users bookmark the site
  6. Mobile Home Screen: Favicon used for PWA icons

Best Practices

Logo Design

  1. Use Transparent Backgrounds: PNG or SVG with transparency works best
  2. Horizontal Format: Logos work best in horizontal/landscape orientation
  3. Simple Design: Complex logos may not be legible at smaller sizes
  4. Test Both Modes: Verify logos look good in both light and dark themes

File Optimization

  1. Keep File Size Small: Under 500KB for fast loading
  2. Use Vector When Possible: SVG files scale perfectly at any size
  3. Optimize Images: Compress PNG/JPG files without losing quality

Theme Considerations

  1. Provide Both Logos: Always upload both light and dark mode logos
  2. Test Visibility: Ensure logos are visible against their backgrounds
  3. Consider Users: System mode respects user preferences

Common Questions

If you only have a logo designed for light mode, users in dark mode may have difficulty seeing it. Consider creating an inverted or white version for dark mode.

Will changing the logo affect existing materials?

Logo changes take effect immediately across the platform. Cached pages may need a refresh. Previously sent emails or generated PDFs retain the old logo.

What's the ideal logo size?

For best results, upload logos that are at least 200px wide. The system will resize as needed, but larger source files produce sharper results.

Can I use animated logos?

Static images are recommended. Animated GIFs may work for logos but can be distracting and increase page load times.

How do I reset to default branding?

Remove all uploaded logos and save. The system will use default placeholder or text-based branding.

Troubleshooting

Logo Not Displaying

  1. Clear browser cache and refresh
  2. Check file format is supported
  3. Verify file size is under limit
  4. Try uploading a different file

Logo Appears Distorted

  1. Use a higher resolution source image
  2. Ensure aspect ratio is preserved
  3. Try SVG format for perfect scaling

Favicon Not Updating

  1. Clear browser cache completely
  2. Close and reopen browser tabs
  3. Wait a few minutes for cache to expire
  4. Try a hard refresh (Ctrl+Shift+R or Cmd+Shift+R)

Next Steps

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