Adding Company Details
The company information page serves as a bulletin board where general information about the company such as name, number of employees, phone number etc. is stored for the customer service team. When customers ask for company address or a phone number, the agents can quickly fetch the information from the Desk account instead of looking up on website or internal repositories.
Company details include the following information:
- Company name
- Employee count
- Description about the company, this can typically include the type of business the company does.
- Phone number
- Mobile number
- Fax
- Website
- Primary contact (Super admin) - Single point of contact for all communications regarding the transactions and bills from Zoho Desk. The administrator has the permission to change the super administrator as per the company's requirements.
- Complete address
- Currency locale - By default, the currency is set to US dollars ($). However, users with admin privileges can change the currency settings as per organization's requirement. The currency chosen here, is used to compute support costs in the Time Entry module.
Note
- Company name , primary contact , and currency locale are mandatory fields.
- Only the active users with the default Administrator profile in Zoho Desk can be selected as the Super Administrator.
To add company details
- Click the Setup icon (
) in the top bar.
- Under General, click Company .
- On the Company Information page, click Edit in the upper-right corner.
- Make the necessary changes to the details.
- Click Save.
Setting currency locale
Currency settings are an organization-specific feature. By default, the currency is set to US dollars ($). However, users with Administrator privilege can change the currency settings depending on the organization's requirement. Based on the currency locale you choose, the currency value will be updated for computing support costs in the Time Entry moduleTo set currency locale
- Click the Setup icon (
- In the Setup Landing page, click Company under General.
- On the Company Information page, click Edit in the upper-right corner.
- Under Locale Information section, select the country from the Currency Locale list.
- Click Save.
Assigning a Primary Contact
The primary contact is the single point of contact for all communications regarding the transactions and bills from Zoho Desk. The organization's administrator has the privilege to change the super administrator as per the company's requirements.
To assign a primary contact
- Click the Setup icon (
- In the Setup Landing page, click Company under General.
- On the Company Information page, click Edit in the upper-right corner.
- Under Company Details section, select the Primary Contact from the list.
- Click Save.
The primary contact chosen will be assigned as the super administrator of your Zoho Desk.
Note
- Only the active users who have Administrator profile can be selected as the primary contact.
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