Company Profile: Company Details and Standards
Your company profile is your foundation. Company name, time zone, currency, settings that affect the entire office. This article covers the Company Settings tab (General Information section); other tabs have their own articles.
When to use this
Section titled “When to use this”- First setup of your office in Tesoro
- Changing the company name after rebranding
- Adjusting the time zone when relocating
All tabs under Settings → Company Settings
Section titled “All tabs under Settings → Company Settings”| Tab | Function |
|---|---|
| Company Settings | Company name, contact, address, time zone, currency, social media, this article |
| Email Settings | Signatures + transactional emails |
| Call Settings | Twilio for calls/SMS/WhatsApp |
| Watermark | Watermark on property photos |
| Reference Numbers | Auto-numbering for deals/properties |
| Tags | Tag library |
| API Keys | For integrations |
| AI Settings | AI features on/off |
| Client Portal Settings | Portal configuration |
| Threshold | Threshold values for market time notifications |
Company Settings tab: all fields
Section titled “Company Settings tab: all fields”| Field | Required | Validation | Description |
|---|---|---|---|
| Company Name | Yes | 3, 100 characters | Appears CRM-wide + documents + emails + portal |
| No | Free field | General office email | |
| Phone Number | No | International format | E.g. +34 952 555 100 |
| Website | No | Valid URL | Full address including https:// |
| Timezone | No | Dropdown | Determines date/time display for entire team |
| Currency | No | Dropdown | Default currency symbol for properties + deals |
| Floor, Building Name, Apartment Number | No | Free | Cadastral office address |
Company Name
Section titled “Company Name”Only required field in the company profile. Appears:
- Throughout the CRM interface
- In client documents (PDF, proposals)
- In email communication
- In Client Portal
3, 100 characters.
Contact details
Section titled “Contact details”Phone Number auto-validated for international format with + and country code. Not accepted? Check + and country code.
Website must be a valid URL, including https://.
Time zone: impact
Section titled “Time zone: impact”Determines date/time display:
- Creation dates of records
- Timestamps for activities + meetings + tasks
- Timestamps in change history
- Email timestamps + notifications
Currency: impact
Section titled “Currency: impact”Sets the default currency symbol for:
- Property prices + listing values
- Deal values in pipeline
- Financial overviews + reports
Changing adjusts the symbol, does not convert amounts. All existing values remain numerically the same.
Address
Section titled “Address”Standard address fields:
- Street, City, State, Zip Code, Country
Plus cadastral:
- Floor, Building Name, Apartment Number
Next to Street there is a map-pin icon: click to open a map and auto-fill address fields.
Social media
Section titled “Social media”At the bottom of the Social Media Information section with eight optional platform fields: Facebook, Twitter, Instagram, LinkedIn, TikTok, Snapchat, Youtube and Pinterest. Used in client communication and transactional emails.