-
- Getting Started
- Using the Kanban View
- Search, sort and report
- System Admin in CRM
- Automated Workflows
- Record Tabs
- Bulk uploading images
- Bulk update
- Pinning Activities
- Tips & Tricks
- Additional setup steps
- Key setup steps
- Show and Hide Columns
- Setting Up Grid Layouts
- Advanced Filters
- Using the Map View
- Managing Duplicate Records
- Creating New Records
- Basic Navigation
- Configuring Dropdown Lists
- Open or Edit Existing Records
- Setting up your CSV file for Import
- Syncing Your Accounting System
- View Details on Map Pins
- Change the Column order
- Filter Map Records
- Company Information
- Sorting Records
- Filtering Records
- Import Data from Excel or CSV
- Export data
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- Set up your Sales Pipeline
- Set Up Other Reference Data
- Configure Online Quoting
- View Reports and Dashboards
- Connect Burst SMS
- Viewing Tags
- Adding and Editing Tags
- Sorting and Filtering with Tags
- Jobs, Assets & Service Management
- Manufacturing
- Operations
- Products, Inventory & Pricing
- Reporting
- Sales Pipeline
- Training
- Workflow Management
- Quoting & Selling
Company Information
To ensure that reports, templates, quotes and other features of the CRM are accurate to your business, you’ll first want to update your core company settings.
The information that you enter here will flow through to a number of areas in CRM, like templates.
If you make any changes on this page, ensure that you scroll to the top and click on Save to apply them.
To edit your company settings, navigate to Admin > General.
Company Information
In this section, add your contact details and your logo, which will flow through to a number of areas in CRM.
Invoice Settings
Here you will need to enter your relevant business number/s and bank details, which will flow through to your PDF and Web Templates.
If you’d like to learn more about the other fields and options here, see our page on Invoice Settings.
Regional Settings
Scroll down to the Regional Settings area and set the fields here to meet your requirements.
Once you are done, scroll to the top of the page and hit Save to apply the changes.
