CRM Help

Customization

Customizing 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. Based on the organization's requirements, users with Administrative privileges can implement Zoho CRM customization.

You can customize a lot of elements like the tabs (modules), the page layouts, sections in a page, fields, etc. The changes include renaming, reordering items and even hiding tabs and fields that are not required.

Home Tab Customization

Personalize your Home tab by adding components and rearranging them.
Add Components | Change to Customizable Mode

Module Customization - Older Version

Customize standard modules and create new modules by adding/removing fields, modifing the layout and editing permissions.
Custom Tabs | Customize Module Layout | Rename Tabs | Organize Tabs | Standard Fields | Custom Fields | Formula Fields | Special Fields

Module Customization - NEW Version

Customize standard modules and create new modules by adding/removing fields, modifing the layout and editing permissions.
Create a New Module | Edit/Delete a Module | Preview Module | Add New Fields/Sections | Design Module Layout | Set Permissions | Link Modules with Each Other

Tab Settings

Customize the tabs by renaming them, hide unwanted tabs and create web tabs of your own.
Manage Web Tabs | Group Tabs

Page-level Customization

Customize columns available in the related list items and create custom views to filter records.
Organize Page Details | Related Lists | Search Layout | Manage List View | Add Photo | Business Card View | Add Links | Customize Buttons | Email Address Duplication Check

Templates

Create customized email templates, inventory templates and mail merge templates.
Email Templates | Inventory Templates | Mail Merge Templates

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