Frequently Asked Questions
Click on any of the topics below to see more detailed information or search for something specific.
To add a custom view or dashboard to your Home Tab:
Navigate to your Home Tab.
Click on the 3 dots "..." to the left of your Home Tab name in the top right corner.
Select 'Add Component'.
Choose 'Custom View'.
Select the relevant Module (e.g. Policies).
Select the relevant Custom view (e.g. Policies Due for Renewal).
The video below will walk you through how to do it. You can expand the video to full screen for easier viewing clicking on the 'Vimeo' logo in the bottom right of the video player.
For more information about customising your Home Tab, please go to Zoho Help - Customise Your Home Tab
To change your Account details (e.g. your name, phone number, etc):
Navigate to the Setup area by clicking on the gear icon in the top right corner near your profile photo.
Click on ‘Personal Settings’ in the first (General) column.
Click on the pencil icon to the right of your profile photo.
Here you will be able to edit your name, phone number and other details relating to your Account.
Press Save when you are finished.
The video below will walk you through how to do it. You can expand the video to full screen for easier viewing clicking on the 'Vimeo' logo in the bottom right of the video player.
To add or change your account profile photo:
Navigate to the Setup area by clicking on the gear icon in the top right corner near your profile photo.
Click on ‘Personal Settings’ in the first (General) column.
Click on ‘Change’ under the profile photo space near the top middle of the screen.
Select an image from your local hard drive.
Crop and Set the image to complete the process.
The video below will walk you through how to do it. You can expand the video to full screen for easier viewing clicking on the 'Vimeo' logo in the bottom right of the video player.
To change the colour of your navigation bar:
Navigate to the Setup area by clicking on the gear icon in the top right corner near your profile photo.
Click on ‘Personal Settings’ in the first (General) column.
Scroll to the bottom of the screen to the ‘Themes’ section.
Simply select one of the desired colours. Your header bar will change immediately.
The video below will walk you through how to do it. You can expand the video to full screen for easier viewing clicking on the 'Vimeo' logo in the bottom right of the video player.