Set Up General Company Settings

Use General Company settings to specify your company's name and address, set a default address format, and set a default phone format.

To set up general company settings, complete the following steps:

  1. From the Ajera CRM Navigation menu, click Configuration > General > Company Settings.
  2. On the General tab, specify your company's name and address.
  3. Complete the information on all the tabs of the General Company Settings form.
  4. Click Save.
Parent Topic: General Company Settings Overview