Company Settings - An Overview

In Vertical Studio, you can define the default organization information for your application. The details specified in the developer console are applied as default settings for all new sign-ups.

The settings allows you to:

Define a fiscal year
Set business hours
Manage currencies, and
Configure organization location

These settings enable you to establish organization-specific details, ensuring that dependent features function as expected. For example, Scheduled reports will follow the organization’s defined time zone, and the application's base currency will align with the currency set in this section.

Note
Subscribers can modify these settings at any time to suit their specific needs.

Fiscal Year

Set a default financial reporting timeline for the subscriber organization. Configure details such as the fiscal year's start and naming conventions. This ensures your application is delivered with pre-defined default settings.

Learn more about configuring Fiscal Year and its packaged behavior.

Business Hours

Establish a default working hours and days for the subscriber organization. You can choose from the predefined options or customize the working hours to align the activities and workflows with the operational schedule. You can even create and assign shift hours to specific users based on requirements.

Learn more about configuring Business Hours and its packaged behavior.

Currencies

Assign a default home currency to the subscriber organization. You can configure its symbol, decimal places, and separators to maintain consistency across financial data and reports.

Learn more about configuring Currencies and its packaged behavior.

Local Information

Set a default time zone, language, time format, and country for the subscriber organization. These configurations provide a localized experience for the subscribers and ensure consistency across global operations.

Learn more about configuring Local Information and its packaged behavior.

Org Settings

The Org Settings helps you to create Organization specific CRM Variables. The variables act as containers to store data which can be reused across the subscriber organization. They are designed with various permission categories for higher customizability, integration capabilities, and developer control.