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CRM Admin Guide

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Configure CRM Settings > Manage Company Details
  • Introduction To CRM
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  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
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    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
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      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
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    • Recycle Bin
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    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About ITarian

Manage Company Details


The company details section lets you personalize the CRM with your company logo and company information. These items are used to personalize invoices, quotes, sales orders and purchase orders.


To enter your company details in CRM:

  • Click the cog icon at the top-right of the interface > 'CRM Settings'
  • Click 'Templates' > 'Company Details' in the left menu
  • Click the 'Edit' button in the top-right corner:




  • Click 'Edit' button in the top-right
  • Click 'Browse...' to upload your company logo. Recommended size = 170px W x 60px H
  • Complete your company name, address, contact and website details
  • Click 'Save' to register the new settings.

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