Manage Company Details

Manage Company Details

Manage Company Details


There are certain organisation specific details, which help differentiate one organisation from another. The CRM recommends Users with Administrator privilege to customise these company specific details, so that all users under an organisation-specific account will have these common features.

Edit Company Details

To change company details

  1. Log in to the CRM with Administrator privileges.
  2. Go to Setup > General > Company Details.
  3. Under Company Details tab, click Edit icon.



4. In the Company Details pop-up, add the necessary details of your company.



5. Click Save.

Set Currency

Setting currency is an organisation specific feature. By default, the currency is set to US dollars ($). However, user(s) with Administrator privilege can change the currency settings depending on the organisation's requirement. Based on the country locale you choose, the currency value will be updated for Quotes, Invoices, Campaigns and other billing related fields.

To select currency

  1. Log in to the CRM with Administrator privileges.
  2. Go to Setup > General > Company Details.
  3. Under Currencies tab, choose Home Currency from the drop-down. ( Once set, home currencies cannot be changed later).
  4. Click Confirm.

In order to give a personalised look to your account, the CRM allows organisations to change the default logo to your company logo. The customised company logo will appear for all users within your CRM account.

  1. The image file size should not exceed 20 KB.
  2. For best results, the logo dimension should be 190 (width) by 65 (height) pixels.
  3. The logo file format should be .jpg / .png / .gif.

To personalise logo

  1. Log in to the CRM with Administrator privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, click Upload your logo link.
  4. Browse and upload the logo. The logo file should be .jpg / .png / .gif format.

Set Organisation Time Zone

You can define a common time zone for your organisation's the CRM account. For Workflow Rules, a day will be calculated based on this time zone.

To set the organisation's time zone

  1. Log in to the CRM with Administrator privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, under Locale Information click Edit icon.
  4. In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
  5. Click Save.

Assign Super Administrator

The Super Administrator is the single point of contact for all communications regarding the transactions and bills from the CRM. Also, only the Super Administrator of the organisation's will hold the privilege to change an Admin to Super administrator. 

To select super administrator

  1. Log in to the CRM with Administrator privileges.
  2. Go to Setup > General > Company Details.
  3. In the Company Details page, click Edit icon.
  4. In the Company Details pop-up window, select the Super Admin from the list.
  5. Click Save.
Note
  • Only the active users with the default Administrator profile in the CRM can be selected as the Super Administrator in an organisation.



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