Getting Started - Product Customization

Getting Started - Product Customization

Customize modules 

Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties.

  1. Layout Name/rename
  2. Field section - drag and drop fields inside the layout
  3. Field properties and remove field option
  4. New section
  5. Subforms
  6. Unused fields section
  7. Preview
  8. Section name/rename
  9. Layout settings
  10. Save, Save and Close, Cancel buttons

Organize modules 

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.

Customize a record's details page  

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.

Customize List Views 

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.

Take a quick glance at some of the common operations. 

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