Company Settings

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Introduction

The Company Information page in Zoho Desk functions as a centralized reference point for storing essential company details such as contact numbers, address, website, and administrative contacts. This enables your support agents to quickly access accurate company data, improving response efficiency and customer satisfaction. 

Step-by-Step Instructions:

1. Add or Edit Company Profile

  • Navigate to: Setup (⚙️) > Organization > Company
  • Click Edit in the upper-right corner of the Company Information page
  • Update the following fields:
  • Company Name (mandatory)
  • Logo
  • Employee Count
  • Phone Number
  • Mobile Number
  • Fax
  • Website
  • Primary Contact (mandatory; must have Administrator profile)
  • Complete Address
  • Currency Locale (mandatory)
  • Notes
  • Click Save to update the profile

2. Set Currency Locale

  • Go to: Setup (⚙️) > Organization > Company
  • Click Edit
  • In the Primary Information section, choose the appropriate country from the Currency Locale dropdown
  • Click Save
  • Note: The selected currency is used for cost computation in the Time Entry module it

3. Assign a Primary Contact (Super Administrator)

  • Go to: Setup (⚙️) > Organization > Company
  • Click Edit
  • In the Primary Information section, choose a user from the Primary Contact dropdown
  • Click Save
  • Note: Only active users with the Administrator profile can be selected

Tips:

  • Ensure the Primary Contact is up to date to avoid issues with billing and official communication
  • Use the Notes field for internal updates like renewal dates or special instructions
  • Regularly review the company profile after organizational changes
Next - Organization Settings Rebranding Zoho Desk Account

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