---
title: "Update firm CRM settings"
method: PATCH
path: "/firm/crm/settings"
tags: ["CRM"]
---

# Update firm CRM settings

`PATCH /firm/crm/settings`

## Request

- Base URL: `https://ledgerhq.pro/api/v1`
- URL: `https://ledgerhq.pro/api/v1/firm/crm/settings`
- Auth: one of:
  - HTTP bearer and API key in header `x-organization-id`
  - HTTP bearer and API key in header `x-organization-id`

Updates the compact directory preferences, saved tag groups, platform-email display defaults, or onboarding pipeline used by future enrollments. Requires firm owner or admin access.

## Request body

- object
  - `directoryPreferences` object
  - `savedGroups` object[]
  - `emailFromName` string, nullable
  - `emailFooter` string
  - `onboardingPipeline` object[]

## Response `200`

Updated CRM settings

## Other responses

- `default`: Error response

---

[API](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api.md) · [All operations](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/llms.txt) · [OpenAPI document](https://skmtc.dev/ledgerhq-pro/apis/ledgerhq-bookkeeping-api/revisions/9a8269f0a586?raw)