Articles on: OneHash CRM | Using OneHash CRM

Which are the Global Defaults for a new document?

Global Defaults


Default values for documents like Currency, Fiscal Year, etc, can be set from Global Defaults.


The values set here will impact all users and the default values for various fields will be set for them.


To access Global Defaults, go to:
Home > Settings > Global Defaults


Search for Global Defaults in the awesome bar



Whenever a new document is created, these values will be set as default.


  • Default Company
  • Current Fiscal Year
  • Country
  • Default Distance Unit
  • Default Currency
  • Hide Currency Symbol
  • Disable Rounded Total
  • Disable In Words




Updated on: 27/03/2023

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