Streamlined navigation for module customization

Streamlined navigation for module customization

Zoho CRM now offers you a seamless navigation experience in customizing modules, by grouping the various customization settings at a single location.

Play the GIF below to see how to access customization settings.

To access customization settings

  1. Click Setup > Customization > Modules.
  2. From the List of Modules, click the desired module.
  3. Select any of the following customization settings displayed for the chosen module.
  • Layout: Add/Edit fields and sections in the Leads layout
  • Fields:
    • Fields Listing: View the list of fields in the Leads module
    • Field Permissions: Define the profile permissions for fields in the Leads module.
  • Links & Buttons: Make the most out of customization in Zoho CRM by creating your own links and buttons.
  • Search Layout: Select the fields to be displayed in the Leads search layout
  • Related List: Choose the columns to be displayed in the Leads related list
  • Custom View: Set the default list view for the Leads module
  • Summary: View a summary and description of the Leads module.

These module customization settings are specific to the selected module. This way, don't have to choose the module every time you access one of these settings, (which was the case in the previous version). This ensures that module customization is more streamlined than before.

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