Managing Time Zones, Locales and Currency

Company Information

One of the key things to define when setting up your Propertybase ORG is the Time Zone, Locale and Currency that your company/individual users will be operating in. Company information is the basis for the 'headquarters' of the organization. Here is a description of how the setting works at company level. All company settings can be found by going to: Setup/ Company Profile/ Company Information Edit

Corporate Time Zone

  • Setup: Setup/ Company Profile/ Company Information/ Edit button
  • Description: Provide the time zone where the organization is operating. A user is able to have their own time zone, which overrides the company's. This can only be modified by a PB Administrator.

Corporate Locale

  • Setup: Setup/ Company Profile/ Company Information/ Edit button
  • Description: Determines the formatting of dates, times and how names are displayed in Propertybase. A user is able to have their own time zone, which overrides the company's. This can only be modified by a PB Administrator.

Corporate Language

  • Setup: Setup/ Company Profile/ Company Information/ Edit button
  • Description: Determines the language of the company and how customizations on custom fields, tabs and UI are saved. Users can choose their own language, but corporate language will not overridden.

Corporate Currency

  • Setup: Setup/ Company Profile/ Manage Currencies/ Change Corporate/ Edit button
  • Description: Currency in which the main office reports revenues. All records are able to be converted to this currency for reporting purposes. Users can set their own currency.
  • You can edit a single record by adding the currency field to the page layout of any object you want.

 User Information

All user settings can be found and modified by going to Setup/My Personal Information/Edit. These settings will be found under the section "Locale Settings"

User settings are key to ensuring that data entered by the user is set to the correct time zone, locale, language and currency. For example, activities created for the user will be based on their time zone, so making sure this information is correct is critical to keeping track of all open tasks and meetings. These settings override what is set in the company information. This is great for companies who have offices in different countries and want to have the ability to have Propertybase in different languages. These settings can be changed by the user.

 

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