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- Admin
- Account Options
- Pricing settings
- PDF and Email Template system preferences
- Locations
- Brand Customisation
- Product Categories
- Product Groups
- Enable Time Billing
- Customising Assets
- Custom Fields
- Delivery Resources
- Delivery Options
- Reporting Preferences
- Sales & purchase settings
- Calendar Settings
- Messaging settings
- Repeated Invoice frequency
- Company Settings
- Credit Settings
- Sales Regions
- Asset Settings
- Ticket settings
- Relationships
- Proposal-based Quotes
- Customising Training
- Prefix/Sequences settings (Record Numbering)
- Creating SMS Templates
- Invoice Settings
- Creating Email Templates
- Creating Letter Templates
- Using Letter Templates
- Using SMS Templates
- Using Email Templates
- Setting up Teams
- System security
- Users
- Activate a new User account
- Log into a User account
- Managing Connections
- Calculating Landed Costs
- Resources
- Payment Methods
- Payment Terms
- Couriers
- PDF Templates
- Service Reports
- Quote Form Templates
- System Quote Preferences
- Credit Control
- Setting up Teams
- Regional Settings
Regional Settings
From Admin > General > Regional Settings you can manage a range of key financial and regional settings.
Remember that if you make any changes on this page you need to click on Save at the top of the page to apply them.
You can select your Default Country from the dropdown list.
This choice will be used to validate the format of phone numbers and also default to the chosen country when entering in addresses.
You can select your default Currency from the list. Your choice here will then be automatically applied to all sales and purchases.
Note that we have multi-currency for both sales and purchasing available in CRM, so you can always select a different currency when working with sales and purchases.
You can select the month that is your new Financial Year Start from the dropdown list.
The choice you make here will then flow through to Reports and Dashboards.
Period settings for a Dashboard
You can set the Time Zone for your headquarters or primary location from the dropdown list.
If Users are working from a location other than your primary one, their current time zone will be applied to CRM via the browser so that notifications and alerts are all provided in local time automatically.
You can set the Default Speech Recognition Language for all your Users here.
Note that you can also set a different language for each User, based on their preference.
Selecting a speech language on a User record