Managing CRM Account Settings

Managing CRM Account Settings

Change Personal Settings

You can change your personal details such as name, phone number, website, date of birth, address, language, time format, time zone, etc.
To change personal details:
  1. Open Zoho CRM (BlueMortgage)
  2. Go to Setup (Gear Icon near top right corner) > General > Personal Settings.
  3. In the Personal Settings page, click Edit (Pencil icon near top right) for the corresponding section.
  4. Modify the personal details in the Account Information pop-up as required.
  5. Click Save.

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.
To change password:
  1. Click Settings icon and then click My Account.

  2. In the Zoho Accounts page, click Security.
  3. In the Password page, enter your Current Password and New Password in the corresponding fields.
  4. Click Save.
    The New Password gets updated and should be used to sign in to all Zoho Services.

Add or Edit Email Signature

While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirements.
To add signature:
  1. Go to Setup > Channels > Email.
  2. In the Email page, navigate to the Email Configuration tab > compose > and scroll down for the Email Signature section
  3. Specify the signature in the Signature editor box.
  4. Click Save at the bottom of the page.

Changing Themes

Zoho CRM Themes give individual users the option to customize the colors in their CRM account. Using the Themes feature, you can change the background color of tabs. Please note that this customization is User specific, i.e. a theme changed by one user will not be reflected in another user's CRM accounts.
To change theme:
  1. Go to Setup > General > Personal Settings.
  2. In Personal Settings page, you can choose any theme from the available list as per your requirements.


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