Customizing Zoho CRM is the most powerful way of achieving a successful organization- specific Customer Relationship Management system. One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do so, enabling a realistic and a holistic approach to CRM. Based on the organization's requirements, user(s) with Administrative privileges can implement Zoho CRM customization.
Personalize your Home tab by adding components and rearranging them.
Add Components | Change to Customizable Mode
Customize the tabs by renaming them, hide unwanted tabs and create web tabs of your own.
Organize Tabs | Rename Tabs | Manage Web Tabs | Group Tabs
Customize page layouts & columns available in the related list items and create custom views to filter records.
Customize Page Layout | Organize Page Details | Related Lists | Search Layout | Manage List View | Add Photo | Business Card View | Add Links | Email Address Duplication Check
Create custom fields, formula fields and hide unwanted fields.
Standard Fields | Custom Fields | Formula Fields | Special Fields
Create customized email templates, inventory templates and mail merge templates.
Email Templates | Inventory Templates | Mail Merge Templates
