Last updated: January 2026
Organization settings let you manage your business details, customize fields for contacts and deals, and configure how your CRM works for your specific needs.
Click your profile icon in the top right, then select "Settings" from the dropdown menu.
Click on "Organization" from the settings menu to access organization-wide settings.
Note: Only organization owners and admins can modify organization settings. Members can view but not edit these settings.
Your organization name appears throughout the app:
Select your industry to help Ralivi provide relevant features and suggestions. Available industries include:
Add your business contact details:
These details can be used in email signatures and other customer-facing communications.
Custom fields let you track additional information specific to your business. You can create custom fields for both contacts and deals.
Add fields to track additional contact information such as:
Custom contact fields appear on contact detail pages and can be used in filters and reports.
Add fields to track deal-specific information such as:
Custom deal fields appear on deal detail pages and help you track information relevant to your sales process.
Custom fields support various data types:
Your organization logo appears throughout Ralivi to personalize your workspace and customer-facing materials.
Update any fields you want to change. You can modify multiple fields before saving.
Click the "Save Changes" button at the bottom of the page to save all your updates.
Your changes are applied immediately and visible to all team members.
Regularly update your organization details to ensure accuracy in customer-facing communications.
Think about what information you truly need before creating custom fields. Too many fields can make data entry cumbersome.
Give custom fields clear, descriptive names so team members understand what information to enter.
A professional logo enhances your brand presence in customer interactions and team invitations.
Yes, organization owners and admins can change the organization name at any time. The change takes effect immediately for all team members.
Existing contacts and deals won't have values for new custom fields until you add them. The fields will appear as empty on existing records.
Yes, but be careful - deleting a custom field will remove all data stored in that field across all contacts or deals. This action cannot be undone.
All team members can view organization settings, but only owners and admins can make changes. This ensures everyone knows the organization details while maintaining control over modifications.
Now that you've configured your organization, learn how to manage your team members and their permissions.
Learn About Team Management →