CRM Help

Tab Settings

Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, and inventory management) process. These tab settings are organization specific and so only Users with Administrator privileges can do the customization. Note that, in the Free Edition, the Inventory modules (Products, Quotes, Purchase Orders, etc.) will not be available.

Organize Tabs

The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using Zoho CRM might not require the Quotes or Invoices, so these modules can be hidden. You can also change the order of the modules by moving them up or down on the list.

Availability

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

To organize tabs

  1. Log in to Zoho CRM with administrative privileges.
  2. Click Setup > Customization > Modules.
  3. In the List of Modules page, click Manage Modules.
  4. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  5. Click Save.

Note

  • The Home tab cannot be hidden.
  • Irrespective of the profiles, hidden modules are not displayed to any user.

Rename Tabs

The Zoho CRM system provides an option to rename the tab names according to industry-specific terminologies. For instance, the “Leads” tab can be renamed to “Candidates” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in all the standard pages of the user interface except for custom reports and dashboards.

Availability

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

The table below displays the industry specific tab names comparing them to the standard Zoho CRM tabs:

Zoho CRM Ad Agency IT Firm School
Leads Leads Leads Candidates
Accounts Clients Accounts Parents
Contacts Advertisers Contacts Students
Products Media Type Services Courses

To rename tabs

  1. Log in to Zoho CRM with administrative privileges.
  2. Click Setup > Customization > Modules.
  3. Move the mouse pointer to the module that you want to rename.
  4. Click on the Setting icon, and then click Edit [Module].

  5. Enter the singular and plural forms of the module's name in the respective text boxes.
  6. Select the profile(s). Users in the selected profiles will have access to the module.
  7. Click Save.

Note

  • New tab names will not be reflected on the Page Layout, Reports, and Dashboards modules. Standard names are always displayed.
  • All the fields' names will also change according to the new name. For example, if you change the "Account" tab to "Client", the "Account Name" field will be changed to "Client Name".
  • If you change a tab name to plural form with the suffix "-ies", the singular form will be suffixed with "y". For example, if you change "Potentials" to "Opportunities", in all the places the singular form of "Potential" is changed to "Opportunity".
  • While changing the tab name you can add singular and plural names for the tab, eg: Leads vs. Lead.

Group Tabs

The different departments in your organization may use different modules (tabs) in Zoho CRM. Tab groups let you organize the tabs available in your Zoho CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab groups with users of the corresponding profiles in CRM.

For instance, the Sales group may use only the Leads, Contacts, Accounts, Potentials, Reports and Dashboards tabs. So you can create a Sales Tabs group and provide accessibility only to the Sales profile. Please note that the users will be able to access the tabs in a Tab Group based on the Module-level Permissions in their profile.

Availability

Profile Permission Required: Users with the Administrator profile can create tab groups.

To create tab groups

  1. Click Setup > Customization > Tab Groups.
  2. In the Tab Groups section, click Create Tab Group.
  3. In the Create Tab Group page, do the following:
    • Enter a Group Name.
    • Select the tabs from the Available List.
    • Move the tabs to the Selected List.
  4. Click Save.

Note

  • You can create a maximum of 10 tab groups with any number of tabs in each group.
  • For a given profile, only the tabs in the tab group will be accessible. The users will be able to access the tabs in a group based on the Module-level Permissions in their profile.

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