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.
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