CRM configuration: General
Workspace-wide CRM defaults — enable deal line items and commercial orders, and set the currency and timezone used across base bont.
The General tab under CRM configuration holds the workspace-wide knobs that shape how everything else behaves. Admin-only.
Open it
In base bont, open Settings → App Settings → CRM configuration → General.
Settings
- Deal line items — toggle to enable per-product line items on deals. Off by default; turn on if you want to attach products to deals (see CRM configuration: Products).
- Commercial Orders — enable the Commercial Orders workspace and deal actions for won deals. See Commercial orders.
- Default currency — used wherever a deal doesn't override its own currency. Affects pipeline totals, forecasting, invoices, billing reports.
- Timezone — workspace baseline for activity timestamps, "due today" filters and report rollups. Individual users still see times in their local timezone in the UI; the setting is for storage and analytics alignment.
Changing values
Pick from the dropdowns and click Save. Changes take effect immediately for new records; existing records keep their original values until edited.