Generic Settings

Configure system platform settings applicable across the software. The options differ according to the organisation level at which the system user is signed in, i.e., Settings differ for Cloud Operator users, Service Owner users and Business users.

This manual covers the generic platform settings from the Cloud Operator level down to the Business level, which are not included in the configuration of other manuals. Each setting is clearly marked with the organisation level to which it applies.

Refer to the Reference Material section below for configuring additional platform settings that fall under other system areas and are not covered in detail below.

To configure generic platform settings - click on your logged-in user name in the top right-hand corner of the screen > Settings > Platform.

Time Zone

BUSINESS

Select the time zone of your Business. All date/time-related actions (e.g. registration date/time, communication scheduled date/time etc.) will be as per the selected time zone.

CRM.COM time zone is UTC based
The supported time zones are based on ISO 8601
Currently, Contact’s time zones are not handled by the system; this should be taken into consideration when scheduling communications to be sent to Contacts in a different time zone than your Business’s

Currencies

BUSINESS

Each Business has a base currency that operates as its operations' default currency. This is assigned to the Business upon registration, based on its locale, but can be changed before any transactions occur.

To enable multi-currency operations for a Business, thus allowing processing transactions in other currencies too - add additional currencies with an exchange rate against the base currency.

The base currency cannot be changed if products, transactions, or payment gateway requests are associated with it
The supported currencies are based on ISO 4217
Exchange rates are manually maintained

Languages

SERVICE OWNER BUSINESS

The default language of the software is English. However, additional languages can be defined for selection as the preferred language of communication with Contacts, as well as for customer-facing apps (e.g. mobile app, portal).

The Contact language is automatically set upon contact registration based on the Contact’s locale but can be changed at any point in time either by the Contact themselves via the app/portal or from the backend by a system user (Demographics area).

The available languages that are supported are based on ISO 639-3
The backend UI is available only in English, but the app and portal are currently available in English and Greek

Countries of Agreement

SERVICE OWNER BUSINESS

If your Organisation operates on a multi-regional level, you can configure the supported countries of agreement for your Contacts to register under. This will allow you to differentiate the prices of products and services offered for ordering based on the Contact’s country.

The Base Country is the default country.

A Contact can select their country during the registration process either using the app or portal
A system user can change a Contact’s country of agreement via the backend from the Contact screen (Demographics area)

Tags

BUSINESS

Tags are a way of adding keywords or additional information to entities in the system so that they can be easily searched for and located. Tags can be used as a filtering option on summary screens to return only the required records.

Create Tags using terms relevant to your Business for the following entities:

Contacts
Service Requests
Leads
Activities
Products
Organisations

Once a Tag has been created, it needs to be activated to be used. Edit the Tag and change the State to Active.

To add a Tag to an entity - locate and select the record in question (e.g. Contact), edit the Tag placeholder and choose one or more Tags from the available list, or start typing the Tag name to perform a quick search.

Since Tags are entity-specific, you can only choose from those Tags configured for the entity you are currently editing, i.e. Tags created for entity Contacts won’t be selectable when editing Service Requests.

Organisation Tags

Tags can be defined in order to group Organisations based on their business activities and can be created in one of two ways:

By system users via Settings
Using Google Place Types when creating/updating an Organisation. In the event that the address lookup (of an Organisation) is performed using Google Places, any Google Place Types retrieved for the Organisation will automatically populate the tags, the user can amend these tags before saving. Once saved, any undefined tags will automatically be created at the Service Owner level and can also be assigned to other Businesses of that Service Owner. Users cannot delete tags saved in this way.

Business users can create their own organisation tags; however, Merchant/Service Provider users cannot access the configuration page but can search for and select tags when creating/updating their venues.

Mobile app users can use organisation tags to filter locations according to their business type, therefore viewing only those locations of particular interest to them.

B2B Settlement

White Label

SERVICE OWNER

White Labelling allows the Service Owner to rebrand the software using their own logo and user policies. The configuration is trickled down to the Businesses registered with the Service Owner. If White Labelling is not configured, then the default CRM.COM branding is used.

White labelling supports a logo which is visible on the registration and sign-in page, as well as the sidebar menu, along with the other relevant user policy URLs appearing on the registration screen.