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Setting up Personal Information

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Introduction

Users with any role can perform the following operations in the Zoho CRM system:

Modify Personal Information

While creating a user in the Zoho CRM system your system administrator add some of the mandatory details. You can change your personal information such as, login information, contact information, language, date format, time zone, and password protection settings.

In the User: <User Name> form, you need to specify the user-related information. The following table provides descriptions of the various standard fields in the form.

List of User-related 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
Zoho CRM ID* Specify the login name of the Zoho CRM user. This is a mandatory field. Pick list
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 user role (for example, Administrator, Standard User, and others). This is a mandatory field. Pick list
Email* Specify the official E-mail ID of the user. This is a mandatory field. URL
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. Currently only English language is supported. 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
Secret Question* Select the secret question for password protection. This field is a mandatory field. Pick list
Answer* Specify the answer for retrieving the password in case you forgot it. This field is a mandatory field. Text box

To change personal information

  1. Click the Setup (top RHS corner) link.
  2. In the Setup page, under the Personal Settings section (Left hand-side tree) click the Account Information link.
  3. In the Account Information page, click the Edit button.
  4. In the Edit Account Information page update your personal information and click Save. Refer to List of User-related Fields table for more information about

Change Password

For security reasons you are strongly suggested to change your password periodically.

Change Password

To change personal information

  1. Click the Setup (top RHS corner) link.
  2. In Setup page, under Personal Settings section (Left hand-side tree) click the Change Password link.
  3. In the Change Password page, specify the old password, new password, and confirm password in Old Password, New Password, and Confirm Password fields respectively.
  4. Click Save.

Change Date Format

After logging in first time, you must change the date format as per your organization date & time standard. You can select the date format by selecting your country. The date format is automatically updated with the country locale. The following international date formats are supported:

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

Date Format

To change date format

  1. In the Zoho CRM Home page, click the Setup link available at top right corner.
  2. In Setup page, click the Personal Settings link.
  3. In the Personal Settings page, click the Account Information link.
  4. In the Account Information page, click the Edit button.
  5. In the Edit Account Information page, select the date format from Country Locale pick list.
  6. Click Save. The date format will be changed for all the date fields in all the modules.

Change Language

After logging in to your Zoho CRM account, you can change the default language to the language of your preference from the pick list, as shown in the snapshot below:

  

To change language

  1. In the Zoho CRM Home page, click the Setup link available at top right corner.
  2. In Setup page, click the Personal Settings link.
  3. In the Personal Settings page, click the Account Information link.
  4. In the Account Information page, click the Edit button.
  5. In the Edit Account Information page, select the language from Language pick list.
  6. Click Save

Use Signature

While sending email to your customers, you can embed signature automatically in the body of the message.

Note: Signature can be customized on per user basis. Hence you can create signature template without merging fields from Users module.

To use signature

  1. Click the Setup link.
  2. In Setup page, click the Personal Settings > Signature link.
  3. In the Signature page, specify your Signature in HTML editor and enable Active checkbox so that signature will be enabled automatically.
  4. Click Save.

Change Currency

By default, your Zoho CRM currency is set to US dollar ($). However you can change the currency as per your organization's fiscal currency settings.


To change currency
  1. Click the Setup link.
  2. In the Setup page, click on Admin Settings > Company Details.
  3. In the Company Details page, click on Edit.
  4. From the Currency Locale drop-down list, Select your organization's fiscal currency.
  5. Click on Save

Change Skins

By default, the Metallic skin is enabled for each user in your organization. You can select one of the six skins (Metallic, Contemporary, Nature, Elegant, Balmy, or Sunrise) according to your wish.

Selecting Skins

To change skins

  1. Click the Skin link.
  2. In the Zoho CRM - Skin Change page, select the required skin and click Apply to view the new skin and OK to permanently change the skin.

Change Name Format

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

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


To change name format

  1. Click the Setup > Personal Settings > Customize Name Format link.
  2. In the Customize Name Format page, change the name format (Order of the Salutation, First Name and Last Name) as per your requirement.
  3. Click Save.

Personalize Tab Order

You can change the order of the modules according to module-level permissions in your Zoho CRM account. You can hide all the tabs except Home tab. 

To change the tab order

  1. Click the Setup link.
  2. In the Personal Settings section, click the Personalize My Tabs link.
  3. In the Personalize My Tabs page, change the tabs order and show/hide some of the tabs.
  4. Click Save.
    Tab order will be changed for all the users.

16 Comments
Guest, 217 - days ago  

How can i change from default us$ to £.

gopal, 217 - days ago  

Hello,


You can change the currency from $ to £ from Setup > Admin Settings > Company Details page.


In Currency Locale field, select United Kingdom as the locale to reflect the UK currency in all amount fields. For more details please refer:


http://zohocrm.wiki.zoho.com/How-Tos---System-Administration.html


Thanks,

Gopal

Guest, 181 - days ago  

changing logo's how to

amar_try, 181 - days ago  

Hi,

Here is the link to know more about changing logos:

http://zohocrm.wiki.zoho.com/Customize-Company-Logo.html

Thanks,
Adam.

danlube, 104 - days ago  

I have tried to change the date format to dd-mm-yyyy, but it does not work ??

I have the following settings:

Language: English

Country Locale: Denmark

Time Zone Central Europe (Copenhagen)

amar_try, 104 - days ago  

Hi danlube,

Based on the Country Locale the date format will be automatically set. If you still face any issue, take a screenshot and send it to support (at) zohocrm (dot) com.

Thanks,
Adam.

danlube, 101 - days ago  

How do I change from AM/PM to 24 hours ?

amar_try, 100 - days ago  

Hi danlube,

We are working on the issue and it will be fixed soon. Please bear with us in the meantime.

Thanks,
Adam.

fitzbeth@mac.com, 85 - days ago  

How do I change the Administrator's email address?

It tells me the address is already used and that user has been disabled.
How do I completely delete that user?

zohocrm, 84 - days ago  

Hello,


Please send the user login details to suupport at zohocrm dot com so that we can delete the user. Once the user is deleted, you can add user into your CRM account.


Regards,

Gopal

Guest, 47 - days ago  

How do I edit the Zoho CRM ID? Every screen I try does not allow me to edit it. Even SetUp/Account Information has the ID written in black text with no editing option.


Meghan

amar_try, 44 - days ago  

Hi Meghan,

Modifying option of the login id is currently not provided. You may send a request mail to support (at) zohocrm (dot) com with the existing id and a replacement id.

Thanks,
Adam.

cleonilson, 28 - days ago  

Hi, is it possible to embed login in my website?

sprakash, 26 - days ago  

Dear Zoho CRM User,

Yes, you can have a custom login/logout page for the Zoho CRM. Please send an email to support@zohocrm.com to get the HTML file for the same.

Regards,
Parker

illuminomics, 3 - days ago  

I prefer to use "yyyy-mm-dd" date format for all date related fields. It seems that the only way to change this is to change locales (ie country) in the initial setup of the administrator. How do I know which country to use to enabale my prefered date format, instead of the country assigned format I am given? (why is is keyed to country anyway since everyone works everywhere now and needs flexibility to easily select their own format?

Which contries map to which formats?

Thanks for your help,
-Chris

csudha, 2 - days ago  

@Chris,
Currently setting the date format as per individual preference is not available. We might come with this feature in the future; till then thank your patience and your continued interest in Zoho CRM.
Regards, Sudha

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