Organization Settings

Organization Settings

There are certain organization specific details, which help differentiate one organization from another. Nonprofit Vertical CRM recommends Users with Administrator's privilege customize these company specific details, so that all users under an organization-specific account will have these common features.

 

Edit Company Details

To change company details

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. Under Company Details tab, click Edit icon.
  4. In the Company Details pop-up, add the necessary details of your company.
  5. Click Save.

Set Currency

Setting currency is an organization specific feature. By default, the currency is set to US dollars ($). However, user(s) with Administrator privilege can change the currency settings depending on the organization's requirement. Based on the country locale you choose, the currency value will be updated for Quotes, Invoices, Campaigns and other billing related fields.

To select currency

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. Under Currencies tab, choose Home Currency from the drop-down.
  4. Click Confirm.

In order to give a personalized look to your account, Nonprofit Vertical CRM allows organizations to change the default logo to your company logo. The customized company logo will appear for all users within your CRM account.

  • The image file size should not exceed 20 KB.
  • For best results, the logo dimension should be 190 (width) by 65 (height) pixels.
  • The logo file format should be .jpg / .png / .gif.

To personalize logo

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. In the Company Details page, click Upload your logo link.
  4. Browse and upload the logo. The logo file should be .jpg / .png / .gif format. Note that the image file size should not exceed 20 KB and for best results, use an image with 190 (width) by 65 (height) pixel dimensions.

Set Organization Time Zone

You can define a common time zone for your organization's Nonprofit Vertical CRM account. For Workflow Rules, a day will be calculated based on this time zone.

To set the organization's time zone

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. In the Company Details page, under Locale Information click Edit icon.
  4. In the Locale Information pop-up, select the Country Locale and Time Zone from the drop-down list.
  5. Click Save.
 

Assign Super Administrator

The Super Administrator is the single point of contact for all communications regarding the transactions and bills from Nonprofit Vertical CRM. The organization's administrator has the privilege to change the super administrator as per the company's requirements.

To select super administrator

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > General > Company Details.
  3. In the Company Details page, click Edit icon.
  4. In the Company Details pop-up window, select the Super Admin from the list.
  5. Click Save.

Note:

  • Only the active users with the default Administrator profile in Nonprofit Vertical CRM can be selected as the Super Administrator in an organization.

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