Skip to main content

Search

Manage Organization settings

Help Desk
  • Updated
Follow

Topics Covered:

A. Organization details
B. Fiscal Year
C. Currencies

Note: Admin rights are required to perform actions listed in this article

mceclip3.png


A. Organization details:

mceclip0.png

Manage your general company information like communication details, address along with organization time zone, default currency, currency format, and email disclaimer.

Note : 

  • The Default Currency in the set format will be used to display Sales figures throughout the system.
  • All conversations in the system will be listed according to the company time zone unless a user time zone is exclusively set in the user profile. 
  • The Company Disclaimer will be added to the footer of each and every mail sent from Salesmate E-Mailing system.

B. Fiscal Year:

mceclip1.png

  • You can also set your organization fiscal year from Organization Settings > Fiscal Year and choose the Start month.
  • Once the fiscal start month is selected, fiscal quarters are automatically derived. By default, Salesmate's fiscal start month is set to April of the current year.
  • You can specify the fiscal year name based on the start month.

    For example, let's say your fiscal year starts in Jan 2021 and ends in Dec 2021. Then, set the start month as January.

Note: The Fiscal Start Month affects the way your Goal Reports are derived.


C. Currencies :

mceclip2.png

  • While confirming your registration for Salesmate, it set the default currency based on the country. However, you can change the default currency from Organization details.
  • In case your organization deals in multiple currencies you can enable it from Setup >Organization settings > Currencies. Activate the currency you need from the list of Inactive currencies.

 

Related articles

Comments

0 comments

Please sign in to leave a comment.