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
Default Distance Unit
Default Currency
Hide Currency Symbol
Disable Rounded Total
Disable In Words

Updated on: 27/03/2023

Was this article helpful?

Share your feedback


Thank you!