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One of the first tasks a new Zurmo CRM administrator or evaluator will likely want to accomplish is to change the website branding. You can easily change the logo and the name of your site. In this brief tutorial we’ll show you just how easy it is to customize the default Zurmo theme and add your corporate logo and company name.
Simply log in to Zurmo as an administrator. Then you will select the configuration icon, it looks like a gear, from the top right hand corner. Choose Settings from the drop-down.
Please Note: in recent versions of Zurmo the ‘Settings’ menu item has been renamed to ‘Administration’ and it has been moved to the top of the menu.
You will be presented with a menu of Configurable setting for Zurmo. Choose “Global Configuration”.
Click the “Configure” button to open the edit dialog. Here you can change global applications settings. Type in your company name in the “Application Name” field, then scroll to the bottom of the screen to upload you logo.
Save your changes, and your company logo and name will display on site headers. We’ll cover some of the other configuration setting in a future article.
(c) 2013 Windsor Wallaby. All rights reserved.
Hi,
I didn’t find an options as “Settings” into my dropdown list.
I downloaded zurmo for free from bitnami website as it offers with complete package i.e. it installs WAMP too…
please advice me how to change logo in such case
Thank you
Regards,
venki
Hi, you may not be under the super user or have enough permissions. You will need to contact your host to have them assist you further with this. If you have an account with us please e-mail support@arvixe.com as we will need to log into your account. Regards.
Hi, Noah is correct, the “Settings” menu item, under the “gear” icon, will only appear when logged in to Zurmo as administrator/superuser.
Hi,
I have downloaded this and installed on my ubuntu test server. I have logged in as ‘Super’ but I do not have a settings menu from the gear dropdown.
When you log in to Zurmo the gear icon is located in the top right corner of the header. If you are not seeing this, it could be any number of issues relating to your specific environment set up. In recent versions of Zurmo the menu item name has been changed from ‘Settings’ to ‘Administration’.
If you are still having trouble, Please try using your Arvixe hosting account. You can use the automatic software installer from the Arvixe control panel. Another option for you might be to compare your installation to the Zurmo demo site here: http://demo.zurmo.com/demos/stable/app/index.php/zurmo/default/login If you are still having issues, you might want to post a screenshot of your problem and ask for help on the Zurmo community forums, here is the link: http://zurmo.org/forums/
Can do it this way – Administration > User Interface Configuration > Change Logo