Managing CRM Account Settings
The following table gives the list of functions that are specific to Administrator and Standard Users:
| Functions | Privilege |
| 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 name format | Administrator and Standard User |
| Change email ID* | Standard User |
| Change password* | Standard User |
| Change profile | Administrator |
| Change role | Administrator |
| Change currency | Administrator |
| Add user | Administrator |
| Activate/ deactivate user | Administrator |
| Re-invite user | Administrator |
Change Personal Information
You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, and so on.
To change personal details
- Go to Setup
> General > Personal Settings.
- In the Personal Settings page, click Edit
icon for the corresponding section.
- Modify the personal details in the Account Information pop-up as required. (Refer to the table below)
- Click Save.
List of Standard Fields
Field name | Description | Data type |
First Name* | Specify the first name of the user. This field is a mandatory field. | Text box |
Last Name | Specify the last name of the user. | Text box |
Email* | Display the primary email ID of the user. This field can be updated in Zoho Accounts. | Email |
Role* | Select the role. This is a mandatory field. You can only change this value if you have the Administrator profile. | Pick list |
Profile* | Select the profile. This is a mandatory field. You can only change this value if you have the Administrator profile. | Pick list |
Alias | Specify the other name of the user. | Text box |
Phone | Specify the official phone number of the user. | Phone |
Mobile | Specify the mobile phone number of the user. | Phone |
Website | Specify the website URL of the user. | URL |
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 code | Specify the postal code of the user's address. | Text box |
Country | Specify the name of the user's country. | Text box |
Add Social Information
Add social profiles to your CRM account. You can add only your Twitter account details in the social profile.
To add a social profile
- Go to Setup
> General > Personal Settings.
- Choose any of the social profile from the available list and click the +Add link.
- Enter the login credentials and click Authorize app.
Your social profile will now be linked with your CRM account. You can also change any of these profiles, re-authenticate, or delete them whenever required.
Change Locale Information
Based on the country locale, you can select 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.
- Go to Setup
> General > Personal Settings.
- In the Personal Settings page, click Edit icon
next to the Locale Information section.
- Choose the value from the corresponding drop-down lists for Language, Country Locale, Date Format, Time Format, and Time Zone.
- In the Number Format section, select the Grouping, and Decimal options.
- Click Save.
- The phone number display format (including whether numbers appear in parentheses) is determined by the selected country locale. If you want to change how phone numbers are displayed, update the Country Locale option within the Locale Information in Personal Settings.
Change Name Format & Preferences
Under the Name Format & Preferences section, you can modify the name format and set sort order preferences.
Change Name Format
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. For 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
- Go to Setup
> General > Personal Settings.
- Under Display Name Format & Preferences, select the required Name Format from the drop-down list.
This format will be saved instantly and applicable in list views, lookup fields and user name.
Set Sort Order Preference
Records are usually sorted in the [Module] list view based on the name format. However, if you prefer to have a sort pattern that is independent of the display name format, you can set this preference under sort order preference.
For example, your display name format is First Name Last Name but you wish to sort records in the ascending or descending order based on Last Name First Name. You can do this by setting the suitable sort order preference.
To set sort order preferences
- Go to Setup
> General > Personal Settings.
- Under Display Name Format & Preferences, select a suitable option from the Sort order preference drop-down list.
You will be able to sort the records based on this format even if this is not the display name format.
Change Password
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. For instructions, please see: Change password.
Changing Themes and Mode
You can personalize the look of Zoho CRM to suit your individual preference by selecting a theme and a mode (Day/ Night/ Auto). Please note that this is user-specific, i.e. a theme chosen by one user will not be reflected in another user's CRM accounts.
To change theme and select the mode
- Click the profile icon.
- Choose the theme and mode that suits your preference.
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