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.

    • Related Articles

    • Customization

      One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do so. Zoho CRM is extremely customizable and allows businesses of all sizes and industries to adopt quickly. It lets the Administrators do all the ...

    • Module Customization - A Transition Guide

      Designing a module has just become a whole lot easier and quicker, thanks to the latest revamp of the Layout page to build a module. The new WYSIWYG Module Editor (What You See Is What You Get Module Editor) makes it hassle-free to create or edit a ...

    • Module Settings

      How Can I... Organize Modules Rename Modules Group Modules ​ [Related Topics] Tabs represent the different modules that are offered in the Zoho CRM. There are 18 modules, each representing a set of functions. You can customize the Zoho CRM user ...

    • Field Level Customization

      Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...

    • Page Level Customization

      How Can I... Organize Page Details Customize Related List Customize Search Layout [Related Topics] Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, ...