CRM Help

Company Details

There are certain organization specific details, which help differentiate one organization from the other. Zoho CRM recommends Users with Administrator's privilege to customize these company specific details so that all users under an organization-specific account will have these common features.

Edit Company Details

To change company details

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Make the necessary changes to the details.
  5. Click Save.

Personalize Logo

In order to give a personalized look to your account, Zoho CRM allows organizations to change the default logo to your company logo. The customized company logo will appear for all the users within the account.

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

To personalize logo

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Under Company Logo section, browse and select the logo.
  5. Click Save.

Set Currency

Currency settings are an organization 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 organization'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 Zoho CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Under Locale Information section, select the country from the Currency Locale list.
  5. Click Save.

Set Organization Time Zone

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

To set the organization's time zone

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Under Locale Information section, select the Time Zone from the drop-down list.
  5. Click Save.

Assign Primary Contact

The Primary Contact refers to the single point of all communication within any organization. This contact receives all the notifications regarding transactions, bills and communications from Zoho CRM. The organization's administrator has the privilege to change the primary contact, as per the company's requirements.

To select primary contact

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Under Company Details section, select the Primary Contact from the list.
  5. Click Save.

Note

  • Only the active users with the default Administrator profile provided in Zoho CRM can be set as the primary contact in an organization.

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