CRM Help

Page Level Customization

Page-level customization is one of the important functions that allow CRM administrators to define the organization-specific requirements within each module. Ideally, this should be completed before rolling out the CRM system for the organization.

Customize Page Layout

Customizing the page layout allows you to do the following:

  • Add required fields or hide the unwanted fields
  • Reorder the fields
  • Mark fields as mandatory
  • Create and delete sections
  • Change to one column or two column layout

Availability

Profile Permission Required: Users with the Customize Zoho CRM permission can access this feature.

Add Required Fields or Hide Unwanted Fields

By default all the standard fields are displayed in each module page layout. The customs fields that you create will also be displayed. You can hide some of the standard fields, add new custom fields to the pages and move fields from one section to other section. You can also drag and drop the fields to reorder them.

To show or hide fields

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, drag and drop the Field Labels to/from the List of Removed Fields to hide or show fields.
  4. Click Save.

Mark Fields as Mandatory

You can make certain fields mandatory in Zoho CRM as per your requirements. Note that the Locked Fields and certain Standard Fields, cannot be removed or changed from mandatory. For example, Last Name and Lead Owner in Leads; Potential Owner, Potential Name, Stage, and Closing Date in Potentials.

To mark a field as mandatory

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, move the mouse pointer over the field and select the check box.
    Clear the check box to change the field from mandatory.

  4. Click Save.

Add or Modify Sections

Sections help in combining certain type of fields within a particular topic. By default, there are some sections available in each module. You can add, modify or delete these sections based on your organization's requirements.

To add a section

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, click Create Section.
  4. In the Create Section dialog box, add Name for the new section, select the Column Layout, and click OK.
  5. Click Save.

To modify a section

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Layouts.
  3. In the Edit Page Layout page, click Edit icon.
  4. Edit the Name and Column Layout details, if required, and click OK.
  5. Click Save.

Note

  • The tab order is set to Left-Right on selecting "Two-Column" in the Column Layout.
  • Click (Delete icon) to delete the section.

Change Page Layout for Events

The Events page layout is different from the other module's page layout but you can still add or remove fields, rearrange the fields and mark them as mandatory. The following three links provides the options to edit the layout of the event related details:

  • Add - Adding an event requires you to fill up a form. The form lists some fields that can be customized. You can change the order of the fields, remove fields that are not required and also mark them as mandatory.

  • QuickView - While viewing an event in your calendar, you can choose to have a quick glance at only the most important information about the event. That can be defined here in the Quick View.
  • View - While viewing an event in the Activities tab, you can rearrange the fields and add sections. You can also check out the fields used for the business card view.

Organize Page Details

The option to Organize Page details, is available in each module and helps to change the order of the related list views. Additionally, you can show or hide some of the related lists as per your organization's requirement using this feature.

To organize page details

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click a [Module] tab.
  3. Select a record from the list view.
  4. In the [Record] Details page, click (Settings icon) and then click Organize [Module] Details.
  5. In the Organize [Module] Details page, choose the options from the Unselected List.
  6. Move the selected options to the Selected List.
  7. Change the order of the Related List as per your requirement.
  8. Click Save.

Customize Related Lists

The Related Lists are the records that are associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities, etc., associated to it. These associated records are the Related Lists. Customizing the related list view allows you to re-order or modify the columns in the list view.

Availability

Profile Permission Required: Users with the Customize Zoho CRM permission can access this feature.

To customize related lists

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Related List.
  3. In the Related List Columns page, select the module from the Modules List.
  4. Select the options from the Available Columns that you want to be displayed in the Related List.
  5. Move the selected options to the Selected Columns list.
  6. Click Save.

Note

  • Company defined mandatory fields cannot be removed from the Related List columns.
  • You can create custom fields for a module, and the same will be listed under the Available Columns.

Customize Search Layout

The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just these in the Search Layout. A maximum of 6 fields can be selected.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

To customize search layout

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click Setup > Customization > Search Layout.
  3. In the Search Layout page, select the module from the Modules List and click Edit.
  4. In the Fields List section, select the check box(es) of the fields that you want to view in the Search Results' page.
  5. Click Save.

Set up Default List View

This option enables customizing the default view for the modules depending on an individual user’s choice. Once the default view is customized, the new chosen view becomes the default view displayed whenever the module is accessed. For instance, the default view for the Leads module could be All Open Leads.

To customize view settings

  1. Click Setup > Customization > Custom View Settings.
  2. In the Custom View Settings page, select the Module from the drop-down list.
  3. Select the List View from the drop-down list.
  4. Click Save.

Related Topics

Tab Settings | Manage List View | Standard Fields | Custom Fields | Formula Fields | Special Fields | Email Address Duplication Check

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