These are certain organization specific details, which help differentiate one organization from the other. Zoho CRM recommends Users with Administrator privilege to customize these company specific details so that all users (across the organization) under an organization-specific account will have these common features. The general customizations pertaining to company details are:
- Company Logo
- Currency Settings
- Fiscal Year Settings
Company Logo 
In order to give a personalized look to CRM account, Zoho CRM allows organizations to change the default Zoho CRM logo by personal company logo. The customized company logo appears for all users within the account. However, there are certain norms to be observed while customizing company logo.
- Adding company logo necessarily requires a defined company name and converting from single user edition to corporate edition.
- The logo file size should not exceed 20 KB.
- For best viewing the logo dimension should be 188 (width) by 88 (height) pixels.
- The logo file format should be .jpg / .png / .gif.
To personalize logo
- Log in to Zoho CRM with Administrator privileges.
- Click on the Setup > Admin Settings > Company Details.
- In the Company Details page, click on Edit > Browse for your company logo.
- Click Save.
Before Logo Customization
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After Logo Customization
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Currency Settings 
Currency settings are an organization specific feature which is set as per organization's fiscal currency settings. By default the currency is set to US dollar ($). However, user(s) with Administrator privilege can change the currency field depending on the organization's requirement. Based on the country locale you choose the currency value gets updated for Quotes, Invoices, Campaigns and other billing related fields.
To select currency
- Log in to Zoho CRM with Administrator privilege.
- Click on the Setup > Admin Settings > Company Details.
- In the Company Details page, click on Edit > Currency Locale drop-down list.
- Click Save.
Fiscal Year Settings
The fiscal year settings helps organization's to configure their fiscal cycle. Based on the selected fiscal start month, organizations can configure their fiscal cycle. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, the Zoho CRM fiscal start month is set to January.
To set up fiscal year
- Log in to Zoho CRM with Administrator privilege.
- Click on the Setup > Admin Settings > Fiscal Year.
- In the Fiscal Year page, select the Fiscal Start Month from the drop-down list.
- Click on Submit > Ok to confirm the change.
Note:
- Changing the Fiscal Start Month will affect change in the new as well as the existing Forecast records
- Changing the Fiscal Start Month will affect the settings configured for Financial year and Financial Quarter in Reports and Dashboards
Primary Contact
The Primary contact is the single point of all communication within any organization. This contact relates to all transaction, bills and communication from Zoho CRM. The organization's administrator has the privilege to change the primary contact (from the active Users), as per the company's requirements.
To select primary contact
- Log in to Zoho CRM with Administrator privilege.
- Click on the Setup > Admin Settings > Company Details.
- In the Company Details page, click on Edit > Primary Contact drop-down list.
- Click Save.
Related Links
Customizing Zoho CRM | Tab Settings | Page-level Customization | Field-level Customization
