Authenticate Emails with SPF, DKIM, and DMARC Auto forward your emails to Vtiger Configuring Email Settings Managing User Profiles Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Workflow Scheduler Workflows in Vtiger CRM Vtiger Webforms Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Setting Up a Workflow Action to Send Emails Workflow Action to Update Fields Automation - Webhook Workflow Automation - Expressions Workflow Configuring Business Hours Configuring Consents Configuring the Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Configuration Editor for Field & Record Displays Create Reminders for Records and Inbox Creating a Grid Field Type Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Managing Multiple Currencies Marketing and Sales - Deal to Project Mapping Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Using the Module Label Editor Configuring Module Numbering Configuring My Preferences My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences SAML Support in Vtiger CRM Vtiger Mailroom Configuring Module Settings Configuring a Relationship Between Modules Configuring Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Configuring Picklist Values Configuring Modules Using Module Builder SLA Policies in Vtiger Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Setting Up Websense Trackers Vtiger Websense Widgets Adding a local DNS Entry Customizing Module Layouts Configuring Module Layouts & Fields Automation - SMS Reply Actions Configuring Dependent Fields and Blocks for Modules Creating Custom Modules in Vtiger CRM Generate and Manage Third-party App Passwords in Yahoo Formula Fields Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Auto forward Emails from Microsoft Office 365 Duplicate Record Prevention in Vtiger CRM Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Adding Hidden Fields to a Webform Login Page Customization Creating Custom Filters

 

Feature Availability

Vtiger Editions: One Pilot | One Growth | One Professional | One Enterprise | One AI

Introduction

Company Details allow administrators to personalize the CRM by adding their organization's information and logo. These details are stored in the CRM and automatically appear across various modules, helping maintain consistent branding in customer-facing documents and communications.

Administrators can update information such as the company name, address, website, and logo at any time from the CRM Settings page.

Where Company Details Are Displayed

• The company logo and information appear in all screens of the CRM.
• The company logo is displayed in the upper-right corner of the CRM.

Company information is also displayed in:

• Quotes
• Sales Orders
• Purchase Orders
• Invoices
• Credit Notes
• Receipt Notes
• Delivery Notes
• Bills
• Subscriptions
• Other inventory-related documents
• Customer Portal
• Email Templates
• Print Templates

Key Features

The key features of Company Details are:

• Store company information in a centralized location.
• Upload and manage the company logo.
• Display company branding across CRM modules.
• Automatically populate company details in inventory documents.
• Reflect branding in Email Templates and Print Templates.
• Maintain a consistent brand identity across customer-facing communications.

Benefits

The key benefits of configuring company details are:

• Creates a consistent brand experience across the CRM.
• Saves time by automatically displaying company information in documents.
• Eliminates the need to manually enter company details repeatedly.
• Improves the professionalism of customer-facing documents.
• Builds customer trust with consistent branding.
• Makes it easy to update company information from a single location.

In this article, you will learn about configuring Company Details in Vtiger.

Key Terminology

 

Adding Company Details

 

Follow these steps to enter your company’s details in the CRM:

1. Log in to your CRM.
2. Click the User Menu in the top-right corner of the screen.
3. Click Settings. The Settings page opens.
4. Look for the Configuration section.
5. Select Company Details.
6. Click Edit.
7. Enter the following information:
   1. Company Logo: Upload your company logo.
   2. Company Name: Enter your company name.
   3. Address: Enter your company address.
   4. City: Specify the city where your company is located.
   5. State (Place of Supply): Select the state or place of supply.
   6. Postal Code: Enter the postal or ZIP code.
   7. Country: Select your company's country.
   8. Phone: Enter the primary contact number.
   9. Fax: Enter the company fax number.
   10. Website:  Provide your company website URL.
   11. Facebook: Add your company's Facebook page link.
   12. Twitter: Add your company's Twitter (X) profile link.
   13. LinkedIn: Add your company's LinkedIn page link.
   14. Financial Year Starts In Month: Select the first month of the financial year.
   15. VAT Number: Enter the company's VAT registration number.
8. Click Save.

Note:
Before you upload your company’s logo, make sure that the image is within these limits:

• Recommended formats of the image - jpeg, jpg, png, gif, pjpeg, x-png
• Recommended size of the image - 150*40 px, 170*60 px
• Maximum file size allowed - 1MB.

References

• Configuring Business Hours
• Usage Details
• Vtiger Feature Limits

 

 

Set up your Company Details One View in Deals One View in Organizations Deals Module in Vtiger CRM Configuring My Preferences