← All documentation · Settings & Integrations

Organization settings

Configure your organization: profile and logo, currency and language, record numbering and financial year, invoice templates, custom lead fields and GST codes.

5 min read · Last updated

Settings (the gear in the sidebar footer) is now a small tree: General → Organization holds your identity (name, logo, brand colours, timezone, currency, address — its Localization card holds the Date format used by date pickers and printed invoices); Locations lists the branches and warehouses that hold your stock (Locations); Integrations connects Razorpay, Google Analytics, Vercel, WhatsApp and Twilio; Mail holds SMTP, email templates and SMS Alerts; Templates holds invoice templates; API Keys issues tokens. Lead behaviour moved next to the automations it drives: custom fields, assignment rules and scoring live under Workflows → Leads (Custom Fields, Assignment, Scoring), and GST tax codes live under Catalog → Tax Rules. How your records are numbered is set on the Organization page too — see Record numbering.

Profile & preferences

  • Inline editing — click any value to change it; each field saves instantly. Name (max 50 chars), industry, contact, email, cascading Country → State → City, address, currency, language, GST/TIN numbers. This address is required before invoicing works.
  • Logo — hover the logo square and upload a JPEG/PNG/WebP up to 5 MB. The logo also appears on public forms and feeds the AI Studio Brand toggle.
  • Auto-assign toggles — Lead Auto-Assign and Task Auto-Assign round-robin new unassigned leads and tasks across the team.

Organization phone & verification

The Contact Number on this page is your organization phone — the number that receives New order texts from SMS Alerts. A badge beside it shows Verified (hover for the date), or Verify / Add & verify for super admins. Verifying texts a 6-digit code to an Indian (+91) mobile number, and the verified number is saved here. Only super admins can verify it; others see Unverified. Editing the number makes it unverified again, and team order alerts pause until a super admin confirms the new one. Full guide: SMS alerts & phone verification.

Record numbering & financial year

The Record numbering card at the bottom of the Organization page sets the format of every numbered record — orders (ORD-42-00001), invoices (INV/26-27/0001), returns, payments, leads, customers, deals, employees, expense claims and leave requests — plus the month your financial year starts (April by default in India, January elsewhere). Changes apply to new records only. Full guide: Record numbering.

Invoice templates

Settings → Templates → Invoice Templates (/settings/templates) is a full-screen designer for how invoices look on screen, in print and as PDF: eight starter designs, colours, fonts, sections and wording, with one default template for all invoices. It uses the logo uploaded on this page. Full guide: Invoice templates.

Custom lead fields

Workflows → Leads → Custom Fields defines your own lead fields: a label (max 45 chars) with a key filled in from it, a type (Text, Number, Date, Yes / No or Dropdown), and a Required switch. Fields appear on lead records, as optional table columns, in forms, in pipeline exit rules and in lead scoring rules. Drag to reorder; the Shown switch hides a field without deleting its data. Details: Custom lead fields.

Lead assignment strategies

  1. Open Assignment. Go to Workflows → Leads → Assignment and click New strategy.
  2. Pick how leads are shared. Percentage split shares new leads across teammates by fixed percentages (they must add up to 100%; Split evenly helps). Score tiers routes by lead score — e.g. hot leads to senior reps — with named, non-overlapping 0–100 ranges.
  3. Keep the fallback on. Fall back to round robin shares any lead the strategy can't place evenly across the team.
  4. Create & activate. Only one strategy routes leads at a time; the page shows each teammate's target vs actual share and leads routed today and this month.

Tax codes (Catalog → Tax Rules)

Catalog → Tax Rules holds your HSN tax codes, used on invoices and storefront shipping charges. Indian-type codes take SGST (%) and CGST (%) with IGST auto-computed as their sum; type “Others” takes a single flat rate. These must exist before the invoice wizard will run.

Access

Seeing Settings needs the Settings permission; editing the org profile needs Organization (Update); custom fields need Contacts (Update) and tax codes need Settings (Update). Connected services live separately under Integrations, and your plan under Subscriptions & billing.

Frequently asked questions

Where do I turn on automatic lead assignment?

Two levels: the simple Lead Auto-Assign checkbox on the Organization tab round-robins new leads, while Workflows → Leads → Assignment builds Percentage split or Score tiers strategies with a round-robin fallback.

Why won't my percentage strategy save?

User percentages must total exactly 100% — the Total badge turns from red when they do. Hierarchy strategies need non-overlapping score bands.

What are the logo requirements?

JPEG, PNG, or WebP up to 5 MB, uploaded by hovering the logo square. It takes effect immediately and shows on public forms and AI-branded images.

Can I delete a custom field?

Fields are hidden rather than deleted — switch Shown off to hide one everywhere while keeping the values already saved on leads. Keys must be unique.

Why is IGST greyed out when adding a tax code?

For Indian-type codes IGST is calculated automatically as SGST + CGST. Choose type “Others” for a single flat percentage.

Why does invoicing say “Configuration Required”?

Invoices need both your organization address (on this page) and at least one tax code (Catalog → Tax Rules) — the wizard links you to whichever is missing.

Where did invoice templates go?

They have their own section: Settings → Templates → Invoice Templates (/settings/templates). Old links — /settings/invoice-templates and the Invoice templates tab of Settings → General — redirect there. Settings → Mail now holds SMTP, Email Templates and SMS Alerts.

How do I change the invoice number format?

Use the Record numbering card at the bottom of Settings → General → Organization: pick the Invoices row and set prefix, separator, year, digits and yearly restart. Existing numbers never change.

Why is there an Unverified badge next to our contact number?

The organization phone hasn't been confirmed by SMS code yet, so new-order texts to it are paused. A super admin can click Verify beside the number (or Verify now on the strip at the top of the page) to confirm it with a 6-digit code.

Open the LogAI app — start free, no credit card required.

All LogAI documentation