Getting Started - Product Customization
Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties.
- Layout Name/rename
- Field section - drag and drop fields inside the layout
- Field properties and remove field option
- New section
- Unused fields section
- Section name/rename
- Layout settings
- Save, Save and Close, Cancel buttons
Arrange the modules in your Zoho CRM account based on their order of usage. You can hide modules if you do not wish to have them and also rearrange them. Unselected tabs will be hidden from all users.
Change the order of the Related Lists such as the Attachments, Open Activities, Closed Activities, etc., for records in each module. Show or hide some of the related lists as per the organization's business requirements. Also, customize related list columns to view only the details you require.
Create custom list views to filter records based on a given criteria. This will help you sort out the required records quickly and perform all the necessary operations on the records.