Support Help

Personal Settings

Zoho Support allows you to personalize your account. You can add the information about your agents, specify a name format, add a signature and manage your Zoho accounts.

Adding Information

You can add the following information about your agents:

  • Name: Enter the agent's full name
  • E-mail ID: Specify a valid e-mail ID that will be used to contact the agent
  • Language: Choose the language which you want to view your Zoho Support account in
  • Country Locale: Choose the country from which you are operating your Zoho Support account
  • Time Zone: Select the time zone you are currently in

Departments: Choose the departments that you want to be a part of.

You can view the roles and permissions assigned to you.

To specify your information, follow the steps given below:

  1. Click Setup
  2. In the Customize section, click My Information
  3. In the My Information page, enter the required information

  4. Specify the locale information

  5. Select the departments you want to be associated with

  6. Click Save

The information will be updated immediately.

Specifying Name Formats

You can customize the name format of your agent and contacts. Define the order in which the salutation, first name and last name of each agent or contact appears, as per your business requirements. A single name format can be defined and applied by each user. If your company has an international business network, you cannot define multiple name formats for each country that is part of your business network. For example, if you use the salutation-first name-last name format for one country you cannot specify a new format to be used in another country.

To specify a name format, follow the steps given below:

  1. Click Setup
  2. In the Customize section, click My Information and click My Name Format
  3. Rearrange the name format boxes provided, as required

  4. Click Save

The format you choose will reflect immediately.

Adding Signatures

You can create a signature that will be attached to your e-mail templates. The signature that you create will be common to all your e-mail templates.

To create a signature, follow the steps given below:

  1. Click Setup
  2. In the Customize section, click My Information and click My Signature
  3. Enter a signature
  4. Check the Active checkbox
  5. Click Save

This signature will automatically be appended at the end of the body of your e-mail when you create new templates.

Managing Your Zoho Account

You can access your account-related information of your Zoho account from your Zoho Support account.

To access Zoho Accounts from your Zoho Support account, do the following:

  1. Click Setup
  2. In the Customize section, click My Information and click Zoho Accounts

You will be redirected to the Zoho Accounts page. You can edit your personal information, change your password, enter group information and change your password-related security question. For more information, see Zoho Accounts.

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