Before changing a setting
Use an authorised administrator account. Record the current value, agree the intended result with the affected team and test a sample record after saving. Existing account values and enabled modules can differ, so use the values displayed in your account as the starting point.
Users, roles and organisation
| Area | Configure | Verify |
|---|---|---|
| Organisation | Company, branches where available, departments, designations, locations and teams. | A sample employee and customer use the intended organisation details. |
| Roles | Module access and the permitted actions for each role. | A staff account can see and change only its intended records. |
| Employee self-service | Allowed editing of contact, bank, qualification, work experience, document, photo and profile sections. | An employee can update the intended section and save successfully. |
CRM and customer configuration
| Area | What to review | Check after saving |
|---|---|---|
| Lead setup | Statuses, sources, required fields and custom fields. | Create a sample lead and check dropdowns and validation. |
| Customer setup | Customer groups, service choices, ownership and portal access. | Open a customer with the intended staff role. |
| Templates | Quotation, proposal, email and PDF options available in the account. | Preview a sample before sending. |
| Documents and approvals | Required documents, signing and approval responsibility. | Follow one sample record through review. |
| KYC | Enabled module, required information and customer restrictions. | Review a customer requiring approval and follow its displayed requirements. |
Sales documents and inventory
CRM Settings includes quotation, invoice and related commercial options. Review these with your sales and finance owners.
| Controls | What they affect |
|---|---|
| Document numbering | Prefixes, numbering patterns and available counter controls. Review existing documents before changing a sequence; ask Zeyora about a numbering conflict. |
| Tax and invoice display | Tax enablement, price including tax, paid/unpaid stamps and statement item display. |
| Invoice entry fields | Cost input, serial numbers, sales type, sales group and sales responsible person when enabled. |
| Document dates | Restrictions on previous dates where configured. |
| Module switches | Accounts, KYC, proposal portal, service workflow and client service jobs where available. |
| Stock controls | Stock tracking on supported transactions, negative stock, reservations, batch, serial and expiry tracking. |
Test a sample document and its preview after a change. Use your company’s approved finance rules when choosing tax or stock settings.
HRM configuration reference
| Setting | Customer decision | Verification |
|---|---|---|
| Currency, date format and logos | Choose company presentation and payroll branding. | Preview a profile and payslip. |
| HR Head / HR Approving Employees | Choose the people responsible for review and final approval. | Submit a sample request and check its reviewer. |
| Shift Start / Late Grace / Daily Working Hours | Use the approved attendance policy. | Review a sample day near the start-time boundary. |
| Weekend Days / Saturday Working Rule | Match the company working calendar. | Check a week containing the affected days. |
| Previous working day attendance lock | Decide how unresolved previous-day attendance is handled. | Test the attendance flow with HR. |
| Attendance Exception Exempt Employees | Choose the employees exempt from configured exception checks. | Review an exempt and a non-exempt employee. |
| Allow negative annual leave balance | Decide whether approved leave can exceed the available balance. | Review a sample low-balance request. |
| Annual Leave Policy | Set day mode, entitlement and monthly accrual; assign to employees. | Check the balance and a weekend-spanning request. |
| Email notifications | Enable the notifications available to your account. | Verify a sample notification; contact support if delivery fails. |
| Recruitment | Employee jobs visibility and permitted application file formats. | Check the enabled application flow. |
Field Sales configuration
Field Sales has its own Settings tab for location preferences, history thresholds, route grouping, recurring assignments, visible columns and source exclusions. Sales Team holds staff shift and vehicle assignments.
Forms and connected services
Company administrators can decide which business process should receive website enquiries and who should follow up. Use Web-to-Lead for the available hosted form workflow. Ask Zeyora to arrange supported device or service connections.
Custom integrations should be handled by an authorised developer using the separately labelled developer references. Customers do not need developer credentials or technical setup instructions for everyday CRM and HRM use.
After saving
- Confirm the page reports a successful save.
- Reopen the setting and verify the stored value.
- Test the expected behaviour with a staff account and a sample record.
- Tell affected staff what changed and when it takes effect.
- If the result differs, record the setting, old and new values, affected record and time, then contact support.