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:
|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|
|Activate/ Deactivate User||Administrator|
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
|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|
|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.|
|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|
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:
To change language, country locale, time format and time zone.
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
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
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 requirements.
To use the signature feature
You can also add a logo in your signature by providing the image source in the HTML code.
To add logo in your signature