Personal Settings
Configuring Accessibility Controls
Welcome to this document on the accessibility options available in Zoho CRM. We are committed to providing an inclusive experience for all users. This document guides you through the 18 new accessibility controls designed to improve usability for ...
Keyboard Shortcuts in Zoho CRM
Keyboard shortcuts are combinations of key presses that perform specific actions or functions within a system, allowing you to execute commands quickly and efficiently. Instead of using a mouse to navigate menus and click on options, keyboard ...
Managing Zoho Account Settings
In Zoho Accounts, the mandatory fields under the Personal information section are set to default as soon as you register with any Zoho service. After logging in, you can change the information according to your preference. When you change certain ...
Managing CRM Account Settings
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 ...
Set up your Organization Account
As an administrator your first step towards implementing Zoho CRM for your organization will involve entering details in the personal settings and defining the organization details, which will be visible to all users across the departments. You will ...