Summary
Office information settings allow you to manage key business details used across reports, websites, accounting documents, and campaigns. These settings ensure consistent and accurate information throughout the system.
This article covers:
About office information
Office information settings store important business details such as contact information, company identifiers, and campaign-related configurations.
These details are used across multiple areas of the system, including printed reports, accounting documents, and websites.
You can manage these settings from Settings > General > Office, then select the relevant office.
Office information fields
Contact details
- Office name, address, phone, fax, and email are displayed on system reports
- These details may also appear on your GRAB website, if enabled
Social media links
- Social media fields can be linked to your GRAB website
Company and accounting details
- ACN, ABN, and company name appear on accounting documents
Campaign and invoice settings
- Default campaign funder, advertising authority footer, and invoice prefix affect campaign schedules and invoices
- Accepted payment methods are displayed on campaign schedules and invoices
Media vendor integration
- Media vendor integration allows listings to sync with external media platforms
- This reduces the need for duplicate data entry
Office information is used across multiple areas of the CRM, so it is important to keep these details accurate and up to date.
Articles in this section
- Add a company logo
- Assign additional permissions to staff
- Configure contact import permissions
- Edit a staff member's office
- Find your office ID number
- Manage advertising configuration
- Manage authorised offices
- Manage buyer register access permissions
- Manage consultant groups
- Manage office information settings