Chapter 22: Setting up Personal Information

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

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

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

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.