Organisation Settings

Zoho CRM organisation settings control the company wide configuration that everyone in your team relies on, from the financial year used in reports to how users, currencies and calendars work. Getting these right early means your data and reports stay accurate as your business grows.

What organisation settings cover

Organisation settings sit under the Setup page in Zoho CRM and affect every user in your account. They include your fiscal year and business hours, the currencies you sell in, how your company hierarchy is reflected in reporting, and whether you manage more than one company within a single CRM account. They also cover user management, such as adding, activating, transferring or deleting users, and calendar settings for scheduling and synchronisation.

What this section covers

This part of the knowledge base walks through configuring organisation settings, setting your fiscal year, business hours and multi currency, managing hierarchy preferences and multi company setups, and administering users, including activation, deactivation, transfer and deletion. It also covers using the Zoho CRM calendar, setting calendar preferences, synchronising calendars with other apps, and how calendar based booking works.

Frequently asked questions

Who can change organisation settings in Zoho CRM?

Only users with administrator rights can access and change most organisation level settings in Zoho CRM.

Where do I find organisation settings in Zoho CRM?

Open the Setup page from the gear icon in the top right corner, then look under the General section for company, fiscal year, business hours and currency settings.

Need help?

Need help configuring Zoho CRM for your organisation? Contact support@thoughtlogik.com or see our Zoho implementation services.