Hanna Help Center
  • Essentials
  • CRM and sales
  • Work and projects
  • Finance and documents
  • Items, inventory, and logistics
  • Service and assets
  • Reports and data
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Settings: General settings

  • Creating an Organization, Details, and Financial Options
  • Organization details in documents and access
  • Deleting an Organization and Common Issues
  • Financial document series and numbering
  • Numbering for KPO, PP, transport, contract, and warehouse documents
  • Safe Numbering Changes and Common Issues
  • Language, Time Zone, and Locale Settings
  • Language for Customer PDF Documents
  • Creating currencies and managing the base currency
  • Currency exchange rates, formatting, and usage in documents

Categories

  • Data Security and Reliability
  • Settings: Custom Fields
  • Integrations
  • API and MCP
  • Staff, roles, and permissions
  • Settings: Miscellaneous
  • Settings: Charts
  • Settings: Tags
  • Settings: Scheduled automation
  • Settings: PDF
  • Settings: Calendar
  • Settings: Leads
  • Settings: Tickets
  • Settings: Documents
  • Settings: Tasks
  • Settings: Inventory
  • Settings: Finance
  • Settings: Email
  • Settings: Notifications
  • Settings: General settings
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