Zoho CRM - Setting up Personal Information

Zoho CRM - Setting up Personal Information

Chapter 22: Setting up Personal Information

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

Modifying 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

Changing 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.

Changing 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.

Changing 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.
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