How to Manage your Organization in Zoho FSM

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Introduction

Zoho FSM allows you to configure key details of your organization, including business hours, currencies, holidays, and general company information. These settings help tailor your FSM experience to suit your operational needs.

Company Details

You can add the following information about your organization:

Address and phone numbers
Business location
Time zone and preferred currency
Unit of measurement for distance (Kilometres or Miles)

To update company details:

Go to Setup > General > Organization Details

Click Edit

3. Enter the required information and click Save

If your system’s time zone differs from your FSM organization’s time zone, both will be displayed alongside DateTime fields.

Add a Company Logo

To upload a logo:

Navigate to Setup > General > Organisation Details
Click the placeholder for the company logo
In the upload window, click Choose file and select a .png or .jpeg image (Max size: 5MB)
Resize if necessary and click Upload

You can later change or remove the logo at any time.

Set Business Hours

Available in: Standard, Professional editions

Define your official working hours so that scheduling aligns with your business operations.

To set business hours:

Go to Setup > General > Organisation Details
Click Configure next to Business Hour Details
Select the required timings and click Save

In the Dispatch Console:

Business hours are highlighted in white on the Gantt chart
In Day View, the chart scrolls to the start of business hours
In Week View, the calendar follows the selected starting day of the week
Service appointments will suggest time slots starting from the beginning of business hours

Manage Multiple Currencies

Available in: Standard, Professional editions

You can use more than one currency in your FSM account.

To add a new currency:

Navigate to Setup > General > Currency
Click Add Currency
Enter the details and click Create

Once added, additional currency options become available when creating contacts, work orders, and more.

Set Organization Holidays

Available in: All Editions

You can define holidays that will be visible in:

The Gantt view of the Dispatch Console
Service resource calendars
The Service Appointments screen on the mobile app

To add holidays:

Navigate to Setup > General > Holidays
Select the year, then click Add Holiday List
Click + New Line, enter the holiday name and date, then click Save

You can edit or delete holiday entries at any time.

Delete FSM Organization

Note: Only accounts in the Free edition can be deleted.

To delete your FSM organization:

Navigate to Setup > General > Organization Details
Click Delete Zoho FSM Organization

If your account is in a Paid edition, deletion will not be permitted.

If your account is in the Free edition:

All users must first be deleted or deactivated
Once complete, confirm deletion by clicking Delete Zoho FSM Organization

You will be logged out and notified by email once deletion is complete

What Happens After Deletion?

The FSM organization and its data are permanently removed
This action is irreversible
Any linked integrations (e.g., with Zoho Books or third-party apps) will stop functioning
Data synced with external systems will remain unaffected
Other FSM or Zoho organizations tied to your account will not be impacted

Important: Be sure to export and back up your data before proceeding with deletion to avoid permanent data loss.