Settings Guides
Browse help articles covering company settings, staff setup, defaults, products, stock, imports, exports and more. These guides are designed to help you configure Affiliate CRM to match the way your business works.
The Settings area gives you control over how your CRM is structured, how your team works, and what defaults are used across the system.
Use the guides below to find help for each section and build a setup that fits your organisation, your workflow and your reporting needs.
Company & Core Settings
Configure the main account-level settings that define how your CRM looks, behaves and operates day to day.
Company Details
Set up your main company information and core account details.
Read GuideAccount Number Formats
Control how account numbers are generated, formatted, and locked for your client records.
Read GuideBranding
Manage branding options such as colours, identity and presentation.
Read GuideTimezone
Choose the correct timezone so dates, reminders and activity stay accurate.
Read GuideSubscription
View or manage the subscription settings linked to your account.
Read GuideSecurity
Review security-related settings and account protection options.
Read GuideSystem Defaults
Define the default values used across your CRM so staff can work faster and data remains more consistent.
Default Tax Code
Set the default tax code used across the system where applicable.
Read GuideDefault Price List
Choose the default price list for products, quotations or sales activity.
Read GuideDefault Payment Terms
Define the default payment terms that should apply to new records.
Read GuideDefault Currency
Set the main currency used by default across your account.
Read GuideTax Codes
Create and manage the tax codes available within your CRM.
Read GuidePrice Lists
Build and manage the price lists used for products and sales activity.
Read GuidePayment Terms
Create payment terms that match the way your business trades.
Read GuideCurrencies
Manage available currencies for international or multi-currency use.
Read GuideData Consistency
Find missing or incomplete account data to keep your CRM clean, accurate and reliable.
Read GuideCustomisation & Classification
Build the structure behind your CRM so records can be grouped, filtered, searched and reported on in the most useful way.
Custom Fields
Add extra fields to capture the information your business needs.
Read GuideCustom Lists
Create reusable lists to support cleaner and more consistent data entry.
Read GuideSectors
Build your main category sectors to match your operational structure.
Read GuideSub Sectors
Break sectors down further to improve targeting, filtering and reporting.
Read GuideCampaigns
Keep a clear record of which campaigns have been linked to which account.
Read GuideTag Cloud
Use tags to add another layer of organisation and quick filtering.
Read GuideStaff, Teams & Permissions
Control how users are created, grouped and given access across the CRM.
Staff Members
Create staff profiles and manage the users who access the system.
Read GuideStaff Teams
Organise staff into teams to reflect departments, regions or structures.
Read GuideStaff Targets
Set measurable targets for staff, such as visits, accounts opened, and other activity goals.
Read GuideRoles & Permissions
Manage what different users can see and do throughout the CRM.
Read GuideTerritories & Territory Policies
Define geographical coverage, assign territories to teams and staff, and control how location affects account visibility across the CRM.
Products, Inventory & Movements
Manage the product and stock-related settings that support commercial operations inside the CRM.
Inventory Locations
Set up and manage the locations where stock is held or tracked.
Read GuideProducts
Create and maintain the products available within your system.
Read GuideProduct Groups
Organise products into logical groups for easier browsing and reporting.
Read GuideStock Movements
Track stock coming in, moving between locations or being adjusted.
Read GuideImport & Export
Bring information into the CRM or extract it when you need to work with your data elsewhere.