Copy Customization
Copy Customization
Customization
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- Overview
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Copy Customization
Businesses that have multiple branches or franchises where each branch possesses its own CRM account can use copy customization to replicate the customizations and setup from one account to another.
An account that has all the requisite setup is much easier to clone into another account than configuring every detail from scratch.
Copy customization is a feature that allows you to make a clone of your CRM account.
In this video, you will learn about copy customization how to set it up in Zoho CRM
Useful link: Copy Customization
What is a source account?
The first account created by the company
Incorrect
Sorry! It is the account from which you want to copy the CRM settings.
The account from which you want to copy the CRM settings
Correct
Well done! It is the account from which you want to copy the CRM settings.
Copy Customization requires having both the user accounts with the same edition.
True
Correct
Well done! Both user accounts must be of the same edition.
False
Incorrect
Sorry! Both user accounts must be of the same edition.
What is a target account?
The account to which you want to copy the CRM settings
Correct
Well done! It is the account to which you want to copy the CRM settings.
The target settings the company wants to use in their accounts
Incorrect
Sorry! It is the account to which you want to copy the CRM settings.
Only new accounts can be target accounts.
True
Correct
Well done! Copy Customization does not work for older CRM accounts.
False
Incorrect
Sorry! Copy Customization does not work for older CRM accounts.
What is the main purpose of copy customization?
It helps to keep a backup of the customization settings within CRM
Incorrect
Sorry! It is to help organizations get the same custom settings across all their CRM accounts.
It helps organizations get the same custom settings across all their CRM accounts
Correct
Well done! It is to help organizations get the same custom settings across all their CRM accounts.
Aspects such as leads, contacts, and deals will be copied over from one account to the next.
True
Incorrect
Sorry! These aspects will not be copied over from the source account to the target account.
False
Correct
Well done! These aspects will not be copied over from the source account to the target account.
Which of the following customizations cannot be copied?
Roles and profile, Module customization, Layouts
Incorrect
Sorry! These aspects can be copied.
Business hours, shift hours and holidays, Fiscal year, Forecast settings
Incorrect
Sorry! These aspects can be copied.
Auto Responder, Dashboards, Assignment rules
Correct
Well done! These aspects cannot be copied.
Aspects such as workflow rules, module customization, and field customization will be copied over from one account to the next.
True
Correct
Well done! They can be copied from one account to another.
False
Incorrect
Sorry! They can be copied from one account to another.
The values of lookup or multi-select lookup fields will not be copied from the source to the destination account.
True
Correct
Well done! They will not be copied from the source to the destination account.
False
Incorrect
Sorry! They will not be copied from the source to the destination account.
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