Organization Preferences
What are Organization Preferences?
Organization Preferences control what modules, features, and terminology your CRM uses. This lets you customize ZenTraq to match your exact business needs — hide what you don't use, rename what you want.
Accessing Preferences
Go to Settings → Organization → CRM Configuration
Module Toggles
Enable/Disable Modules
Turn modules on or off based on what your team needs:
| Module | Toggle | What Happens When Off |
|---|---|---|
| Leads | leadsEnabled | Lead module hidden from sidebar |
| Contacts | contactsEnabled | Contacts hidden |
| Accounts | accountsEnabled | Accounts hidden |
| Deals | dealsEnabled | Deals hidden |
| Invoices | invoicesEnabled | Invoices hidden |
| Quotes | quotesEnabled | Quotes hidden |
| Tasks | tasksEnabled | Tasks hidden |
| Meetings | meetingsEnabled | Meetings hidden |
| Calls | callsEnabled | Calling features hidden |
| Products | productsEnabled | Products hidden |
| Campaigns | campaignsEnabled | Marketing campaigns hidden |
| Workflows | workflowsEnabled | Workflow automation hidden |
| Projects | projectsEnabled | Projects hidden (Real Estate) |
| Bookings | bookingsEnabled | Bookings hidden (Real Estate) |
| Properties | propertyDocumentsEnabled | Properties hidden (Real Estate) |
| Channel Partners | channelPartnersEnabled | Channel Partners hidden |
| Shipments | shipmentsEnabled | Shipments hidden (Food Export) |
| Trade Documents | tradeDocumentsEnabled | Trade docs hidden (Food Export) |
| Samples | samplesEnabled | Samples hidden (Food Export) |
Industry-Specific Modules
Some modules only appear for certain industries:
- Real Estate: Properties, Site Visits, Bookings, Projects, Channel Partners
- Education: Enrollments
- Healthcare: Appointments
- Automotive: Test Drives
- Food Export: Shipments, Trade Documents, Samples, Quality Checks
These are automatically enabled based on your industry profile but can be toggled off.
Terminology Customization
What is Terminology Customization?
Rename standard CRM terms to match your business language:
| Default Term | Real Estate | Education | Healthcare | Automotive |
|---|---|---|---|---|
| Leads | Prospects | Inquiries | Patient Inquiries | Inquiries |
| Contacts | Clients | Students | Patients | Customers |
| Deals | Bookings | Enrollments | Treatments | Vehicle Orders |
| Accounts | Companies | Institutions | Clinics | Dealerships |
| Meetings | Site Visits | Campus Visits | Appointments | Test Drives |
| Products | Properties | Programs | Services | Vehicles |
How to Customize
- Settings → Organization → Industry Profile
- Select your industry (or "Custom")
- Override individual terms:
- Find the term you want to change
- Enter your preferred word
- Save
Where Terms Appear
Changed terms reflect across:
- Sidebar navigation labels
- Page headers and titles
- Form labels and buttons
- Filter options
- Notification messages
- Export column headers
Industry Profile Selection
Changing Your Industry
- Settings → Organization → Industry Profile
- Select a different profile
- Preview: See which modules activate/deactivate
- Confirm change
What Changes
- Module visibility (industry-specific modules show/hide)
- Default terminology
- Default pipeline stages
- Quick filter labels
- Dashboard widget labels
- Form field labels
Available Profiles
- General / B2B Sales — Standard CRM terms
- Real Estate — Properties, site visits, bookings focus
- Education — Enrollments, student focus
- Healthcare — Appointments, patient focus
- Automotive — Test drives, vehicle focus
- Food Export / Trading — Shipments, trade docs focus
- Manufacturing — Production orders, dispatch focus
- Legal — Cases focus
- Custom — Build your own combination
Report & Dashboard Configuration
Widget Toggles
Control which dashboard widgets show:
| Category | Widgets |
|---|---|
| Revenue | Revenue overview, Revenue trend chart |
| Pipeline | Pipeline stages, Deal conversion funnel |
| Leads | Leads summary, Lead sources, Lead scoring |
| Activities | Team activities, Activity trends |
| Customers | Customer health, Retention, Lifetime value |
| Forecasting | Sales forecast, Goal progress |
| Team | Top performers, Quota attainment |
Enabling/Disabling
- Settings → CRM Configuration → Reports & Analytics
- Toggle categories on/off
- Dashboard and report pages update immediately
Notification Preferences (Org-Level)
Default Settings for All Users
Configure what notifications new users receive by default:
- New lead assignment: On (cannot disable)
- Task due: On
- Deal won: On
- WhatsApp message: On
- Daily digest: Off (user can enable)
Mandatory Notifications
Certain notifications can't be turned off by users:
- Security alerts (password change, new login)
- Account-level changes
- Approval requests assigned to them
Data Display Settings
Currency
- Set default currency (INR, USD, EUR, GBP, AED, etc.)
- Displayed on all money fields, invoices, reports
- Change in Settings → Organization → General
Date/Time Format
- Date format: DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD
- Time format: 12-hour or 24-hour
- Timezone: Set your business timezone
Number Format
- Decimal separator: Period (.) or Comma (,)
- Thousand separator: Comma (,) or Period (.)
- Currency symbol position: Before ($100) or After (100₹)
Tips
- Start minimal — Enable only modules you'll use in the first month
- Expand gradually — Turn on new modules as your team is ready
- Match your language — Use terminology your team already knows
- Review quarterly — Turn off unused modules to reduce clutter
- Train after changes — Inform team when you rename terms or add modules
- Test visibility — Log in as a rep to verify they see the right things