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- Getting Started
- Record Tabs
- Managing Duplicate Records
- Setting Up Grid Layouts
- Show and Hide Columns
- Key setup steps
- Additional setup steps
- Tips & Tricks
- Pinning Activities
- Bulk update
- Timeline
- Bulk uploading images
- Advanced Filters
- Automated Workflows
- System Admin in CRM
- Search, sort and report
- Calendar View
- Dashboard View
- Using Views
- Import troubleshooting
- List View
- Set up your customers in CRM
- Working with Activities in CRM
- Basic Navigation
- Using the Map View
- Using the Kanban View
- Configuring Dropdown Lists
- Creating New Records
- Open or Edit Existing Records
- View Details on Map Pins
- Syncing Your Accounting System
- Change the Column order
- Setting up your CSV file for Import
- Filter Map Records
- Company Information
- Sorting Records
- Export data
- Filtering Records
- Import Data from Excel or CSV
- Colourise Map Records
- Set Up Security Groups
- Invite Other Users
- Connect Outlook
- Connect to Mailchimp or Campaign Monitor
- 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
- Reporting
- 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.
