Organization Settings

Organization Settings

Permission Required: General Permissions

You can add organizational details such as:
  1. General company details
  2. Locale Information
  3. Business Hours
  4. Holidays
  5. Currencies Used

Company Details  

You can add the following details of a company:
  1. The address, phone numbers, and the location. These details will be used in Estimates, Invoices, and Service Reports. 
  2. The organization time zone and the currencies used.
  3. The unit of measurement for distance. You can either choose Kilometres or Miles.
To add the company details:
  1. Navigate to Setup > General > Organization Details and click Edit.
  2. In the Edit Company overlay, enter the required details and click Save.


The timezone of the FSM organization will be displayed next to the DateTime fields in case the timezone of the FSM organization differs from that of the system timezone.


To add a company logo:
  1. Navigate to Setup > General > Organization Details and click the placeholder [] for company logo.
  2. In the Upload overlay, click Choose file to upload and select the image for your logo.
  3. Resize the image if necessary and click Upload.
You can change or delete the applied logo.


Mark Business Hours

You can define the official business or working hours of your organization; it will be reflected in the Dispatch Console.

To set the business hours of your organization, do the following:
  1. Navigate to Setup > General > Business Hours and click Create Business Hours.
  2. In the Create Business Hours overlay, select the required options and click Save/Update.


The details of the business hours will be listed.



In the dispatch console Gantt area, the business hours will be shaded white. Also, in the Day view, the Gantt area will scroll to the start of the business hours. In the Week view, the start of the week will be considered from the day selected for Week Starts On.


Manage multiple currencies

In addition to the currency chosen during the initial setup, you can add other currencies. To do so:
  1. Navigate to Setup > General > Currency and click Add Currency.
  2. In the Add Currency overlay, enter the required details and click Create.

 
Once multiple currencies are added, the option to choose the required currency will be available while creating Contacts, Work Orders, and more.

Holidays

You can create a holiday list for your organization. These holidays will be marked in the Gantt view of the dispatch console. It will also be listed in the service resource calendar, wherever it is shown. This information will be helpful when you schedule appointments from these places.
 
To add a holiday:
  1. Navigate to Setup > General > Holidays.
  2. Select the year for which you want to add the holidays and click Add Holiday List.



  3. Click +New Line. Enter a Holiday Name, and Holiday Date. Click Save.
    You can delete an entry using the remove () icon.

You can find the holiday list under the respective year.
 

 
The holidays added will be listed in the following places:
  1. Gantt view of the Dispatch Console



  2. Users Details and Crew Details page



  3. Service Resource Details popup in the Gantt view of the Dispatch Console



  4. In the mobile app, the information about a holiday present for the day will be shown in the calendar view of the Service Appointments screen.

Manage holidays 

You can edit, or delete holidays. You can also delete an individual holiday entry.
 

Deleting FSM Organization

You can delete your FSM Organization anytime you wish to do so provided it is not in the Standard (Paid) edition.

To delete your FSM Organization:
  1. Navigate to Setup > General > Organization Details.
  2. Click Delete Zoho FSM Organization.



  3. You will be provided with options based on whether your Zoho FSM account is in the Standard (Paid) edition or not.
    Zoho FSM account is in the Standard (Paid) edition
    You will not be allowed to delete the Zoho FSM organization.



    Zoho FSM account is in the Free edition
    The users in the account have to be deleted or deactivated before you can delete the FSM organization. Click Close in the Unable to delete Zoho FSM Organization popup.



  4. After the users are deleted or deactivated click Delete Zoho FSM Organization. Click Delete Zoho FSM Organization in the confirmation message.


You will be logged out of your account as soon as your FSM organization has been permanently deleted. An email notification will inform about the organization's deletion.

Effects of deleting the FSM Organization 

  1. The deleted FSM Organization can no longer be accessed.
  2. All the data in the account will be permanently deleted without any scope for recovery.
    For this reason, it's prudent to export your data, and back it up to avoid any loss of data.
  3. All integrations done using this account will no longer be functional.

What will remain unaffected? 

  1. Any Zoho Books or Invoice organization integrated with this FSM organization will not be deleted.
  2. Any FSM data pushed to or synced with an integrated Zoho or third-party application will remain unaffected.
  3. The deletion will affect only the organization in question. Any other organization associated with the user will remain unaffected.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com

                                                                       
                            



                            





                              You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                  Manage your brands on social media

                                    Zoho Desk Resources

                                    • Desk Community Learning Series


                                    • Digest


                                    • Functions


                                    • Meetups


                                    • Kbase


                                    • Resources


                                    • Glossary


                                    • Desk Marketplace


                                    • MVP Corner


                                    • Word of the Day


                                      Zoho Marketing Automation

                                        Zoho Sheet Resources

                                         

                                            Zoho Forms Resources


                                              Secure your business
                                              communication with Zoho Mail


                                              Mail on the move with
                                              Zoho Mail mobile application

                                                Stay on top of your schedule
                                                at all times


                                                Carry your calendar with you
                                                Anytime, anywhere




                                                      Zoho Sign Resources

                                                        Sign, Paperless!

                                                        Sign and send business documents on the go!

                                                        Get Started Now





                                                                Zoho TeamInbox Resources



                                                                        Zoho DataPrep Resources



                                                                          Zoho DataPrep Demo

                                                                          Get a personalized demo or POC

                                                                          REGISTER NOW


                                                                            Design. Discuss. Deliver.

                                                                            Create visually engaging stories with Zoho Show.

                                                                            Get Started Now










                                                                                                • Related Articles

                                                                                                • Switch Integrated Finance Organization

                                                                                                  Users with the Administrator profile can change the Books/Invoice organization integrated with a Zoho FSM organization. Following are the steps to switch the Books/Invoice organization: Navigate to Setup > Billing > Billing Setup. Click Switch under ...
                                                                                                • Handling Error Scenarios for Bigin Topping

                                                                                                  Scenario 1: Unsupported edition Zoho FSM for Bigin cannot be used with the free edition of Zoho FSM. Click Open FSM and upgrade to a paid plan if you want to use the topping. Scenario 2: No FSM organisation was found for the user If you haven't yet ...
                                                                                                • Tax Setting

                                                                                                  Zoho FSM supports taxes for your transactions, with region-specific tax rules. With respect to tax systems, Zoho FSM provides support for the following regions: Australia Canada India Kuwait Qatar Saudi Arabia United Arab Emirates United States ...
                                                                                                • Audit Log

                                                                                                  The Audit log captures the activities performed within the Setup of your FSM organization. This audit log can be viewed at Setup > Data Administration > Audit Log. Click on an entry to see the details. Filters Any of the following filters can be ...
                                                                                                • REST APIs

                                                                                                  Zoho FSM provides REST API (Application Programming Interface) that lets you integrate FSM with third-party applications for, among other things, inventory management, forecasting, and business intelligence. Click here for details. The REST API uses ...
                                                                                                Wherever you are is as good as
                                                                                                your workplace

                                                                                                  Resources

                                                                                                  Videos

                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                  eBooks

                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                  Webinars

                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                  CRM Tips

                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                    Zoho Show Resources