Customizing Tabs and Search Layouts

Organizing Tabs

Tabs represent the different modules in Zoho Support.There are 11 tabs, in Zoho Support, that can be customized by organizing or renaming them. All changes made to tabs should be made using administrator credentials. The option to organize tabs allows organizations to display only the modules that are relevant to their business.

To organize tabs, follow the steps given below:

1. Click Setup
2. In the Customization section, click Tabs
3. Move the tabs that you want to hide from the Select Tabs section to the Unselected Tabs section
4. Customize the order of the tabs using the up and down arrows
5. Click Save

You can move all the tabs except the Home tab to the Unselected tabs section. The tabs that are in the Unselected tabs section are not displayed to any users irrespective of the profiles they belong to.

Renaming Tabs

Zoho Support allows you to rename the standard tab names using industry-specific terminology. For example, the Solutions tab can be renamed to Knowledge Base in an educational institute. Users with administrator privileges can change all the tab names except for the Reports and Dashboards modules.

To rename tabs, follow the steps given below:

1. Click Setup
2. In the Customization section, click Tabs
3. Click Edit against the tab you want to rename
4. Enter a name of your choice
5. Enter the name you want displayed in links and commands related to that tab
6. Click Save

New tab names are not reflected in the Reports and Dashboards modules. In these modules only standard names are displayed. Relevant changes are made in the names of fields. For example, if you change the name of the Account tab to Client, the name of the field Account Name will be changed to Client Name.

Search Layout

You can use the search option in all the modules. You can customize this option by adding additional fields in the search layout.

To customize the search layout, follow the steps given below:

1. Click Setup
2. In the Customization section, click Search Layout
3. Select the module for which you want to customize the search layout
4. Click Edit
5. Check the checkbox against fields that you want to make available in the search layout
6. Click Save
7. You can select a maximum of six search criteria fields for a global search option within a module.