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What is an Organization in a CRM system?

The organization refers to the company or business that is using the Zhylar portal itself. This serves as the top-level account under which all users, modules, data, and customizations are managed. This setup ensures centralized control over user roles, data access, business settings, and operational workflows.

Viewing Organization Details

  1. Log in to Zhylar
  1. Go to Left-hand panel
  2. Go to Configuration
  3. Under Profile section, select Organization Details
  1. A new page will open for you.
  1. View Organization details.

Update Organization 

  1. Click on the yellow button “Update Organization”.
  1. Make your changes.
  1. The following details cannot be changed:
    • Legal start date
    • Base Currency
    • Discount
  2. Click Save.

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