Customization - Overview

Customization

One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do so. Zoho CRM is extremely customizable and allows businesses of all sizes and industries to adopt quickly. It lets the Administrators do all the customization they need without writing a single line of code. You can customize a lot of elements like the tabs (modules), page layouts, conditional layouts, apply validation rules, creating and editing fields, changing views etc.

Home Tab Customization

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

Module Customization

Customize standard modules and create new modules by adding/removing fields, designing the layout and editing permissions.

Create a New Module | Edit/Delete a Module | Preview Module | Add New Fields | Standard Fields | Custom Fields | Formula Fields | Special Fields | Design Module Layout | Set Module Permissions | Organize Modules

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 | Manage Kanban View | Add Photo | Business Card View | Add Links | Customize Buttons

Conditional Layouts

You can make your layout Dynamic - as the entire structure of the Layout changes based on the field values you enter.

Create layout rules | Actions that can be triggered

Validation Rules

Specify the undesirable data that you don't want to be entered in Zoho CRM.

Create a validation rule | Delete a validation rule

Subforms

This enables you to add multiple line items in a primary form. 

Building a subform | Edit subform properties | Deleting a subform | Create reports based on subforms

Custom Links

Create links to access third party applications and urls to acquire the desired information.
Add Links  | Delete Links 

Custom Buttons

Create new buttons and define actions based on your requirement.

Create Custom Buttons  | Button Action  | Edit Custom Button  | Delete Custom Button 

Tab Settings

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

Templates

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

Copy Customization

Duplicate the custom settings of one CRM account into another.
Copy customization

Customization Tutorial

Check out the step-by-step tutorial on customizing your CRM account for various business scenarios like Educational Sector, Insurance Sector and Real Estate Sector. 
Customization Tutorial

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