In the Accounting and Compliance section of Settings you can set:

  • Your fiscal year for Projects, Deals and Analytics - adjust this setting if your organization does not use a calendar year.
  • Your currency - change this setting if you live in one country, but use a different currency for work.
  • GDPR Compliance - Enable this option to enforce Do Not Contact for anyone that has no Lawful Basis set.

 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Scroll down and tap on Accounting and Compliance to expand the section.

Fiscal Year

Set your Fiscal Year for Pipeline Analytics. 

Set Default Currency

 

GDPR Compliance

Enforce Do Not Contact for anyone that has no Lawful Basis set. This is only enforced for segments that have the Lawful Basis custom field enabled (this allows you to disable the checks for Family and Friends for example).

Here are step-by-step instructions on how to enable default Custom Fields to help comply with the upcoming GDPR regulations: