CRM Help

Managing CRM Account Settings

Once you sign up for Zoho CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change these details according to your preferences.

The following table gives the list of functions that are specific to Administrator and Standard Users:

Functions Privilege
Change Name Administrator and Standard User
Change Address Information Administrator and Standard User
Change Language Administrator and Standard User
Change Date Format Administrator and Standard User
Change Time Zone Administrator and Standard User
Change Signature Administrator and Standard User
Change Name Format Administrator and Standard User
Change Email ID* Standard User
Change Password* Standard User
Change Security Question* Standard User
Change Answer* Standard User
Change Profile Administrator
Change Role Administrator
Change Currency Administrator
Add User Administrator
Activate/ Deactivate User Administrator
Re-Invite User Administrator

Change Personal Information

You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc.

To change personal details

  1. Click Setup > Personal Settings > Account Information.
  2. In the Account information page, click Edit for the corresponding section.
  3. Modify the personal details as required. (Refer to the table below)
  4. Click Save.

List of Standard Fields

Field Name Description Data Type
First Name Specify the first name of the user. Text box
Last Name* Specify the last name of the user. This field is a mandatory field. Text box
Alias Specify the other name of the user. Text box
Email Address* Specify the login name of the Zoho CRM user. This is a mandatory field. Text box
Active Specify the status of the user. By default the status is active. If required the System Administrator can deactivate the user, so that user cannot access the Zoho CRM system. Check box
Role* Select the role (for example, Administrator, Standard User, and others). This is a mandatory field. Only if you have the Administrator profile, you can change this value. Pick list
Email* Display the primary E-mail ID of the user. This field can be updated in Zoho Accounts. Email
Website Specify the website URL of the user. URL
Phone Specify the official phone number of the user. Pick list
Mobile Specify the mobile phone number of the user. Text box, integer value
Fax Specify the FAX number of the user. Text box
Date of Birth Select the date of birth of the user from the mm/dd/yyyy drop-down list Date box
Street Specify the primary address of the Zoho CRM user. Text box
City Specify the name of the city where the user lives. Text box
State Specify the name of the state where the user lives. Text box
Zip Specify the postal code of the user's address. Text box, integer value
Country Specify the name of the user's country. Text box
Language* Select the language. This field is a mandatory field. Pick list
Country Locale* Select the country locale to specify your date format. This field is a mandatory field. Pick list
Time Zone* Select the time zone in which you are working. This field is a mandatory field. Pick list

Change Locale Information

Based on the country locale, you can mention the language for your account. Also, choose between 12 hr time format and 24 hr time format in the CRM account. The date format is automatically updated with the country locale that you select. The following international date formats are supported:

  • dd-mm-yyyy
  • mm-dd-yyyy
  • yyyy-mm-dd

To change language, country locale, time format and time zone.

  1. Click Setup > Personal Settings > Account Information.
  2. In the Account Information page, click Edit for the Locale Information section.
  3. Choose the value from the corresponding drop-down lists.
  4. Click Save.

Change Name Format

By default, the name format is set as <Salutation> <First Name> <Last Name>. However, you can change the name format as per naming conventions used in your country.

Example: In the USA the name format is generally <Salutation> <First Name> <Last Name> whereas in Japan the format is <Last Name> <First Name> <Salutation>

To change name format

  1. Click Setup > Personal Settings > Name Format.
  2. In the Name Format page, drag and drop the Salutation, First Name and Last Name to change the order.
  3. Click Save.

Change Password

Zoho provides Single Sign on service, and so if you change password for Zoho CRM, it will be changed for all Zoho Services. You can change password from Zoho Accounts. Please note that you cannot change password for other users.

To change password

  1. Click on your login name and then click My Zoho Account.

  2. In the Zoho Accounts page, under Home tab, click the Change Password link.
  3. In the Password page, specify your Current Password and New Password in the corresponding fields.
  4. Click Save.
    The New Password gets updated and should be used to sign in to all Zoho Services.

Use Signature

While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirement.

To use the signature feature

  1. Click Setup > Personal Settings > Account Information.
  2. In the Account Information page, click Edit for the Signature section
  3. Specify the signature in the HTML editor.
    To use the signature in emails, you need to enable the Add User Signature check box in the email template.
  4. Click Save.

Add Logo in your Signature

You can also add a logo in your signature by providing the image source in the HTML code.

To add logo in your signature

  1. Click Setup > Personal Settings > Account Information.
  2. In the Account Information page, click Edit for the Signature section
  3. In the editor pop-up box, click to select an image and insert.
  4. Click Save.

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