Complete Guide to Company Information Settings in Horilla CRM

Managing your company information effectively is crucial for any CRM system. Horilla CRM provides a comprehensive Company Information section where you can configure all essential business details. This guide will walk you through each tab and setting available in the Company Information module.

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Accessing Company Information Settings

To access the Company Information settings:

1. Click on the Settings icon (gear icon) in the top navigation bar
2. From the settings menu, click on General to expand the section
3. Select Company Information

You’ll see six main tabs: Details, Fiscal Year, Business Hours, Holidays, Currencies, and Recycle Bin Policy. Let’s explore each one in detail.

1. Details Tab

The Details tab contains your fundamental company information that identifies your organization within the CRM system.

Basic Company Information

Company Profile:

• Company Logo: Upload your company logo displayed as a circular icon
• Company Name: Enter your organization’s name
• Contact Number: Add your primary business phone number
• Fax Number: Include fax number if applicable
• Email Address: Your primary company email
• Website: Your company website URL

Location Details:

• Country: Select your country from the dropdown
• State/Province: Specify your state or province
• Address: Enter your complete physical address with postal code
• Time Zone: Set your company’s time zone
• Language: Choose your preferred language

Business Information:

• Currency: Default currency for transactions
• Annual Revenue: Enter your company’s annual revenue
• Number of Employees: Specify your workforce size

Editing Company Details

Click the edit icon (pencil) in the top right corner to modify any of these details. Make your changes and save to update your company profile.

2. Fiscal Year Tab

The Fiscal Year tab allows you to configure how your company tracks financial periods throughout the year.

Standard Fiscal Year Configuration

For a standard fiscal year:

Basic Settings:

• Fiscal Year Type: Standard Fiscal Year
• Start Date Month: January
• Display Fiscal Year Based On: Starting Year

Custom Fiscal Year Configuration

If your company follows a non-standard fiscal year, you can create custom configurations:

1. Click Manage Fiscal Year
2. In the Fiscal Year Configuration modal, select:
   • Fiscal Year Type: Custom Fiscal Year
   • Format: Choose between Year-Based or other formats
   • Year-Based Format: Configure quarter and period structure

Configuration Preview: The system will show you a summary, such as:

• Periods per Year and Weeks per Period
• Quarter breakdowns showing how many periods each quarter contains

Additional Settings:

• Start Date Month: Select the month your fiscal year begins
• Start Date Day: Enter the specific day
• Week Start Day: Choose which day starts your work week
• Display Fiscal Year Based On: Choose between Starting Year or Ending Year
• Number Weeks By: Configure week numbering preferences
• Period Display Option: Set how periods are displayed

Preview Calendar

Click Preview Calendar to see a visual representation of your fiscal year configuration. The calendar displays all quarters with their respective months, showing:

• Quarter 1: January, February, March
• Quarter 2: April, May, June
• Quarter 3: July, August, September
• Quarter 4: October, November, December

3. Business Hours Tab

The Business Hours tab helps you define when your company operates, which is essential for scheduling, availability tracking, and customer expectations.

Adding Business Hours

Click Add Business Hour to create a new schedule.

Business Hour Form Fields:

1. Name: Give your business hours configuration a descriptive name
2. Time Zone: Select the appropriate time zone from the dropdown
3. Week Start Day: Choose which day starts your work week
4. Business Hour Type: Select from:
   • Custom Hours for varied schedules
   • Same Hour Every Day for consistent schedules
5. Timing Type: Configure if hours remain the same or vary by day
6. Weekdays: This field appears for custom hour configurations
7. Default Start Time: Set the standard opening time
8. Default End Time: Set the standard closing time
9. Is Default: Toggle to set this as your default business hours
10. Is Active: Toggle to activate this business hours schedule

Action Buttons:

• Save and New: Save the current entry and create another
• Save: Save and close the form

You can create multiple business hour configurations for different departments, locations, or seasonal schedules.

4. Holidays Tab

The Holidays tab allows you to maintain a calendar of company holidays that affect scheduling and availability.

Adding Holidays

Click Add Holidays to create a new holiday entry.

Holiday Form Fields:

1. Holiday Name: Enter the name of the holiday
2. Start Date: Select when the holiday begins
3. End Date: Select when the holiday ends
4. All Users: Toggle to apply this holiday to all employees
5. Recurring: Toggle if this holiday repeats annually

For Recurring Holidays:

• Holiday Frequency: Choose from:
  • Monthly
  • Yearly
  • Custom patterns
• Monthly Repeat Type: For monthly holidays, specify:
  • On the Day of a specific date each month
  • On the Day of the Week
• Day of Month: Enter the specific day if applicable
• Monthly Interval: Set how many months between occurrences

Action Buttons:

• Save and New: Add multiple holidays in succession
• Save: Save and close the form

This feature is particularly useful for planning around public holidays, company-wide closures, and recurring observances.

5. Currencies Tab

The Currencies tab enables multi-currency support for international business operations.

Currency Management Overview

Default Settings:

• Default Currency: Displays your primary currency
• Enable Multiple Currency: Toggle to activate multi-currency features

Currency Table Columns

The currency management table displays:

• Currency Code: Three-letter ISO code
• Currency: Full currency name
• Default Currency: A Checkbox indicating the default currency
• Number grouping format: Display format
• Conversion Rate: Exchange rate relative to the default currency
• Is Active: Status indicator
• Decimal places: Number of decimal points
• Actions: Edit and delete icons

Adding a New Currency

Click Add Currency to open the currency configuration form:

Currency Form Fields:

1. Currency: Select from the dropdown of available currencies
2. Conversion Rate: Enter the exchange rate relative to your default currency
3. Decimal places: Specify decimal precision
4. Number grouping format: Choose your preferred format

Action Buttons:

• Save and New: Add multiple currencies
• Save: Save and close

Additional Currency Options

Click the three-dot menu in the top right for additional options:

• Change Default Currency: Switch your primary currency
• Edit Conversion Rates: Update exchange rates for all currencies
• Dated Exchange Rates: Set historical or future-dated exchange rates

Managing Dated Exchange Rates

For businesses needing historical currency data:

1. Click Dated Exchange Rates from the menu.
2. In the modal, you’ll see:
   • Default Currency: Your base currency
   • Start Date: Select the date for this exchange rate
   • Active Currencies: List of currencies with input fields for rates

This feature is essential for accurate financial reporting across different time periods and for companies dealing with fluctuating exchange rates.

6. Recycle Bin Policy Tab

The Recycle Bin Policy tab manages data retention for deleted items.

Configuring Expire Days

Default Expire Days: The system shows a simple input field where you can set the number of days deleted items remain in the recycle bin before permanent deletion.

• Default Value: 30 days
• Configuration: Enter your preferred number of days
• Action: Click Save to apply changes

Purpose: This setting helps you:

• Recover accidentally deleted data within the specified timeframe
• Maintain database cleanliness by automatically purging old, deleted items
• Comply with data retention policies
• Balance between data recovery needs and storage optimization

The Company Information section in Horilla CRM provides comprehensive tools for managing all essential business configuration details. By properly setting up each tab—from basic details to complex fiscal year configurations—you create a solid foundation for effective CRM operations.

Take time to carefully configure each section according to your business needs. Regular reviews and updates will ensure your CRM continues to accurately reflect your organization’s current state and operational requirements.

Whether you’re setting up Horilla CRM for the first time or reviewing existing configurations, this guide serves as your complete reference for managing company information effectively.