Setting up Personal Information

TABLE OF CONTENTS  [Hide]

Introduction
Modify Personal Information
Change Password
Change Date Format
Change Language
Use Signature
Change Currency
Change Skins
Change Name Format
Personalize Tab Order

Introduction

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

• Modify personal information
• Change password
• Change date format
• Change skins

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

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

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.