Scenarios

Module Customization for Educational Sector

Objective: To customize modules in Zoho CRM to meet Zylker University's unique requirements.

 1Create custom
models
 
 2Create
page layouts
 
 3Create
conditional layouts
 
 4Create
subforms
 
 5Create
validation rule
 
 
  1. Create a custom module called Students
  2. Create multiple layouts within the Students module to manage different divisions likeEngineering and Film Studies.
  3. Set layout rules to create conditional layouts in the Students module for defining field dependency.
  4. Add multiple line items in the layouts by including subforms.
  5. Ensure data accuracy by setting up validating rules.

Module customization requirements for Zylker University

Zylker University needs a CRM system to manage various activities of their institution. For instance, filling admission forms, sending periodic newsletters to students and professors and so on.

Though Zoho CRM's default sales setup does not meet their requirements, it can be customized extensively to suit their needs. Let's take a close look at Zylker University's requirements and see how Zoho CRM can meet them.

Requirement 1. Create Custom Modules

Zylker University has no use of modules such as leads, contacts, accounts and deals as they are into student management.

Solution:

Zylker could create custom modules in Zoho CRM to fit their context. Example, Students, Professors and Lab Technicians.

Let us see how you can create a custom module in the steps below:

  1. Click Settings > Setup > Customization > Modules and Fields. 
  2. In the List of Modules page, click Create New Module. 
  3. In the ensuing Layout Editor page, enter the name of the module: Students
  4. From the New Fields tray on the left, drag and drop the required type of fields and sections into the layout. 
    (Each field used in this tutorial and the field type are mentioned in the table below)
    Edit properties of a field if required. 
  5. Set module permission and click Save
    Select user profiles that can have access to the module. The other profiles that have been excluded will be restricted from accessing this module. 

Details of the fields and sections in the Students module:

Section: Personal Information-
Field NameField TypeSpecific Properties, if any
Student NameSingle LineNone
Preferred NameSingle LineNone
Date of Birth DateNone
Email Email None
Secondary EmailEmail None
Permanent AddressMulti-line None
Marital StatusPick-listOptions: 
Married, Unmarried
Social Security NumberSingle Line None
Created BySingle Line None
Modified BySingle Line None
Section: Payment Information +
Field NameField TypeSpecific Properties, if any 
Counselor-approved fee waiver?Pick-listOptions: Yes, No
Applying for financial aid?Pick-listOptions: Yes, No
If so, enter details on financial aid Multi-lineNone
Section: Family Information+
Parent/Guardian NameSingle LineNone
College attended (if any)Single LineNone
Your parents arePick-listOptions: 
Married, Divorced
If Divorced, list date DateNone
Profession Details Multi-LineNone
Employer Details Multi-LineNone
Communication addressMulti-LineNone
Section: Academic Information+
Parent/Guardian NameSingle LineNone
SchoolSingle LineNone
Type of SchoolPick-listMark as Required

Options:
Public
Private
Correspondence
Charter
Parochial
Home-School
Other/Education Provider
Start DateDateNone
Counselor's EmailEmailNone
Counselor's Phone Phone None
CEEB CodeSingle Line None
School addressMulti-line None
Date of GraduationDateNone
Did you receive a GED?Checklist None
If Yes, List DateDate None
Section: Previous Employment Information+
Parent/Guardian NameSingle LineNone
Employer (Job 1)Single LineNone
Job Description (Job 1)Multi-LineNone
Date of Employment (Job 1)DateNone
Hours per week (Job 1)NumberNone
Employer (Job 2) Single LineNone
Job Description (Job 2)Multi-Line None
Date of Employment (Job 2)Date None
Hours per week (Job 2)NumberNone
Section: Additional Information+
Parent/Guardian NameSingle LineNone
Ever been on probation,
suspended, expelled?
Pick-listNone
Ever been convicted of felony or
any other crime?
Pick-listNone
If YES to either or both,
provide details
Multi-LineNone
Create page layouts →
 1Create custom
models
 
 2Create
page layouts
 
 3Create
conditional layouts
 
 4Create
subforms
 
 5Create
validation rule
 
 

Requirement 2. Add Multiple Layouts

We've now created a module called Students for Zylker University - however, student management is done based on the branch of studies. For example, the course information required from students belonging to the Engineering division will be different from that of the Film Studies division. For example, the student application form for Engineering students is largely different from that of the Film Studies students. Similarly, the admission process, student activities, the newsletters are all different for the two divisions. Having these diverse details in the same module causes a lot of confusion.

Besides, the activities revolving around the students, the emails automated to them, the reports obtained will all be different based on whether the students belong to Engineering or Film Studies. So how can the university manage these diverse divisions under the same module? The solution is to create multiple layouts under the Students module. 

Solution: 

Each module can be sub-divided into layouts. For instance the Students module can have the following layouts within it:

  • Engineering
  • Film Studies 

Note that, though the layouts can be kept separate and different people can be assigned to each layout, they all belong to the same module, Students. This makes it easy for Zylker to manage multiple divisions in the same CRM system. 

Each new layout under the module may share common fields or have different fields specific to that layout.

For instance, the Course information fields will be different for the two layouts. If you look at the Engineering layout, it has options such as Civil Engineering, Thermal Engineering and so on.

When you switch the layout to Film Studies, the same field will have options such as Cinematography, Direction and Script Writing. The custom field you have consumed is only one - but it can have different options in different layouts.

Let us see how you can add multiple layouts in a module in the steps below:

  1. Click Settings > Setup > Customization > Modules and Fields. 
  2. From the List of Modules, select Students.
  3. Click Create New Layout.
    Note that the Standard Layout will be cloned and a you can make the required edits in the new layout. 
  4. Create new fields that are suitable for the Film Studies layout and save it. The fields are mentioned below.
Course Information section for Engineering layout-
Field NameField TypeSpecific Properties, if any 
Degree applied forPick-listMark as Required
Options:
M.S
M.Sc
M.E
MEnv
M.F.A
M.MUS
PhD
DMA
AuD
ProgramPick-listOptions: 
Civil Engineering
Computer Science
Aeronautic Engineering
Chemical Engineering
Materials Science Engineering
Thermal Engineering
Major Single LineNone
Area of Emphasis Single Line None
Research involves human subjects or animals?Pick-list Options: 
Yes
No
If Yes, submitted to Institutional Review Board?Pick-list Options: 
Yes
No
Assignment URL?URLNone
GradePick-list Options: F, A, A+, B, B+, O
Answered+
Field NameField TypeSpecific Properties, if any 
Degree applied forPick-listMark as Required
Options:
B.Sc
M.Sc
PhD
MA
ProgramPick-listOptions: 
Cinematography
Direction
Editing and Sound Design
Chemical Engineering
Script Writing
Major Single LineNone
Area of Emphasis Single Line None
Research involves human subjects or animals?Pick-list Options: 
Yes
No
If Yes, submitted to Institutional Review Board?Pick-list Options: 
Yes
No
Assignment URL?URLNone
GradePick-list Options: F, A, A+, B, B+, O

Now we have two layouts: Engineering and Film Studies. You can select the layout while creating a record and fill in the required details. 

How to work with diferent layouts?

Once the student information has been classified into different layouts - Zylker can organize further activities and processes based on the layouts.

For instance, the emails automated to Engineering Students will be different from that of Film Studies students, though they all belong to the same module. You can accomplish this by defining layout as criteria in the workflow rules. 

Similarly, below are few more CRM functions that can be achieved based on the layouts:  

  • Layout assignment and permission.
  • Layout based workflows. 
  • Layout based reports.
  • Layout based custom views. 
  • Generate records in CRM from import, web-forms and APIs based on layouts.

Layout based workflow rules: Automate email alerts to students based on layout:

This workflow rule will automatically send different emails to best performers in the Engineering and Film Studies branches whenever the workflow rule is triggered. 

Layout based reports: Reports created with "Layout" as part of the filters will create reports specific to Engineering or Film Studies students. 

Layout based custom views: Custom views created with layout as criteria will display the records specific to Engineering or Film Studies students

Layout assignment to CRM users: You may have different people associated with each layout, in this case, Engineering and Film Studies layouts. Engineering layout owners need not view the details of the Film Studies division and vice versa. To manage this efficiently, you can assign each layout to specific user profiles in CRM. If you want to restrict a profile from accessing a layout, simply exclude that profile from the Layout Permission section.

← Create custom models Create conditional layouts →
 1Create custom
models
 
 2Create
page layouts
 
 3Create
conditional layouts
 
 4Create
subforms
 
 5Create
validation rule
 
 

Requirement 3. Define Field Dependency with Conditional Layouts

Now we have new modules, with multiple layouts under each of them. Further to this, Zylker has a third requirement. In the new Student form, there are many fields that are required based on a previous choice. For instance, a field called "Financial aid details" is required only if financial aid is sought by the student. Otherwise, the field is irrelevant.

In a similar manner the entire layout could be made dynamic by framing layout rules to show/hide fields and sections and make fields mandatory.

Solution

Conditional layouts offer a solution exactly to such a requirement. Using layout rules, a layout can be made dynamic - that is Zylker can control how the layout appears, based on the input value of a field. So, if someone selects "Yes" for "Financial Aid", another field asking for further details appears. Otherwise, the latter stays hidden. 

Example - Financial aid description is required only when the student has applied for financial aid. Otherwise, the details field is not relevant. 

Solution - Display financial aid details field only if "Applying for financial aid" is Yes.  

Example - In the Academic Information section, if "Did you recieve a GED field" is checked, then displaying the "List Date" field makes sense. Otherwise it is redundant.  

Solution - Display "List Date" only if "Did you recieve a GED field" is selected.  

Let us see how you can define field dependency in the steps below:

  1. Click Settings > Setup > Customization > Modules and Fields. 
  2. Under Layout Rules, click New Layout Rule and configure the rules as shown in the images.
←Create page layouts Create subforms →
 1Create custom
models
 
 2Create
page layouts
 
 3Create
conditional layouts
 
 4Create
subforms
 
 5Create
validation rule
 
 

Requirement 4. Add multiple line items using Subforms.

We created a custom module called "Students" for Zylker University, added different layouts to manage diverse divisions and also de-cluttered the layouts by allowing field and layout dependencies. 

Further to this, assume that Zylker wants to collect additional information about the Academic Details and Employment History of the applicant. 

  • The Academic Details section will have columns such as the previous year's grades, subjects opted for etc. 
  • Employment History section may contain columns such as Employer Name, Job Title, Job Description etc. 

In this case, each applicant may need to enter 3-4 entries under these sections. It's a hassle to manage this requirement with just custom fields, as it will cause a clutter. 

Solution:

Subforms gives you the solution to keep your primary form free from clutter by enabling you to add multiple line items inside a secondary form. Though these are important details about the student, they can easily be captured inside a subform named "Academic Details" or "Employment History". You can introduce the additional line items in a subform and store the relevant information. While the primary form will still be about the student, the subform will hold the additional details about academics and previous employments.  

Let us see how you can add a subform to a layout in the steps below:

  1. Go to Setup > Customization > Modules and Fields. 
  2. From the list of modules, select Students > Engineering layout
  3. In the Layout editor, drag and drop the Subform from the New Fields section on the left.
  4. Name the subform - "Previous Employment".
  5. Add fields from the table mentioned below.

SECTION: Previous Employment Information

Field NameField TypeSpecific Properties, if any 
Parent/Guardian NameSingle LineNone
Employer (Job 1)Single LineNone
Job Description (Job 1)Multi-LineNone
Date of Employment (Job 1)DateNone
Hours per week (Job 1)NumberNone
Employer (Job 2) Single LineNone
Job Description (Job 2)Multi-Line None
Date of Employment (Job 2)Date None
Hours per week (Job 2)NumberNone

← Create conditional layoutsCreate validation rule →
 1Create custom
models
 
 2Create
page layouts
 
 3Create
conditional layouts
 
 4Create
subforms
 
 5Create
validation rule
 
 

Requirement 5. Ensure Data Accuracy by Setting Up Validation Rules

We have now added many fields to the Engineering and Film Studies Layouts. There can be chances that the student information entered does not comply with the terms of Zylker University. 

For example, to apply for Aeronautical Engineering the GPA score of the candidate must be above 5. If the score is less than 5, the system should recognize that it is invalid and throw an error.  

Solution:

Creating validation rules will help you arrest invalid data while it is being entered in Zoho CRM. In this case, creating a validation rule for the Engineering Layout will let you define the required GPA score of an applicant for the Aeronautical engineering course. If the applicant enters a GPA less than 5, the system will throw alert "Sorry, the GPA score must be greater than 5 to apply for this course".  

Example - Applicants who apply for the Aeronautical Engineering course must have attained an overall GPA score above 5.

Solution - Define a validation rule that says, if the GPA is 5, alert the applicant saying "Sorry, the GPA score must be greater than 5 for this course". 

Let us see how you can set up validation rules for fields in the steps below:

  1. Go to Setup > Customization > Modules and Fields. 
  2. Select the module for which you want to create the validation rules.
  3. In the [Module] page, click the Validation Rules tab.
  4. Click + Create Validation Rule.
  5. In the Create Validation Rule Popup window, perform the following actions:
    • Choose the Engineering layout that the field you wish to validate, belongs to.
    • Choose the GPA score field and define the primary condition to initiate the rule. For instance, if you want to validate the GPA field to keep out scores less than 5, your primary condition will be, "GPA Score 5".

With this, we conclude the customization tutorial for education sector. Check out customization for the real estate and insurance sectors as directed below.

← Create subformsNext Scenario

Still can't find what you're looking for?

Write to us: support@zohocrm.com