Important: Existing Zoho CRM users are strongly recommended to refer the Transition Guide before making any changes in the security administration.

Note: Ensure that you are logged into Zoho CRM system as an Administrator, otherwise you cannot access the administrator-specific functions.

Managing Users

Refer to Managing Users

Managing Profiles

Refer to: Managing Profiles

Managing Roles

Refer to: Managing Roles

Setting up Data Sharing Rules

Refer to: Set up data sharing rules

Managing Groups

Refer to: Managing Groups

Managing Company Information

Immediately after signing up, Administrator user will be created for your organization. With the Administrator user login, you can convert the single user edition to a corporate user edition by adding additional users. Once second user is added in your system, Company Information link is enabled where you can specify your company information. The company information is the centralized location where you can specify your organization related information, such as company name, number of employees, address, date, currency, time zone, and other details. In addition, the company information is used to display the address details in printer friendly Quotes, Orders, and Invoices.

Company Information

In the Company Information form, you need to specify your company-related information. The following table provides descriptions of the various fields in the form.

List of Company-related Fields

Field Name	Description	Data Type
Name	Specify your company name.	Text box
Primary Contact	Display the person first registered with the Zoho CRM service.	Pick list
Alias	Specify the alias name of the primary contact.	Text box
No. of Employees	Specify the number of employees in your company.	Integer
Role*	Select the user role (for example, administrator, standard user, and others).	Pick list
Email*	Specify the official E-mail ID of the user. This is a mandatory field.	Email
Phone	Specify the official phone number of your company.	Text box
Mobile	Specify the mobile number of your company.	Text box
Fax	Specify the FAX number of your company.	Text box
Website URL	Specify your company Website URL.	URL
Street	Specify the primary address of your company.	Text box
City	Specify the city in which your company is located.	Text box
State	Specify the state in which your company is located.	Text box
Postal Code	Specify the postal code of your company address.	Text box
Country	Specify the name of the country in which your company head quarters is located.	Text box
Currency Locale	Select your country name to display the appropriate currency.	Pick list
Company Logo	Upload your company logo, which can be used as header in your quotes, orders, and invoices similar to letterhead. Maximum allowed size 188 x 80 px.	Browse Image

To set up company information

Click the Setup link.
In the Setup page under the Admin Settings section, click the Company Details link.
In the Company Details page, specify the company details. Refer to Company Information table for more details:
Click Save.

Note: Currently multiple currency is not supported. You can configure only a single currency.

Setting up Fiscal Year

This option allows you to configure the Fiscal Year Settings according to you organization's Fiscal cycle. Once the Fiscal start month is selected, fiscal quarters are automatically rolled up.

Zoho CRM - Configure Fiscal Year

Note: By default, fiscal year is configured as January to December.

To set up Fiscal Year

Go to Setup page
Click on Admin Settings >> Change Fiscal Year
In the Fiscal Year Settings 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

0 Comments