Customize your Account | Online Help - Zoho CRM

Customize your Account

Every business has its own unique sales, services and marketing processes, which is why Zoho CRM lets you customize the product to fit your business needs. As an administrator it is important that you identify and list out such requirements and tailor the product to meet them in the best possible way. There are various levels in which you will be customizing the account like creating custom modules, organizing the modules based on your priority, reordering them as per preference, adding or removing details from a record's related list, creating custom views for records, adding new section in modules to capture additional information and more. And the most exciting part, you can make these amazing changes without writing any code, just use our easy-to-use customization tools.

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 and more. The steps involved in creating a custom module are:

  • Naming or renaming the layout, if you are editing an existing module
  • Dragging and dropping the required fields from the New Fields tray into the layout
  • Editing the Field Properties and setting permissions for the fields from the Settings icon. Removing fields from the layout using the Trash icon
  • Adding new section in layout to demarcate between different types of information like education details and professional details
  • Switching between single-column layout and two-column layout for a section. Move the sections around to rearrange
  • Setting Module permission for different user profiles
  • Previewing the module layout before finalizing

Organize modules 

Reorder the modules by dragging and dropping based on your order of usage and preference. Hide those modules that you don't wish to view, all the 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 module views

Customize the way you view the records by sorting, categorizing and prioritizing them as per your preference. Choose from three different options:

  • List View - View the records in a sequential manner or filter them by choosing a predefined criteria or customizing the criteria based on requirement.
  • Kanban View - Create a card-based view by categorizing the records to view them in an organized manner under different columns.
  • Canvas View - Use predefined templates or design your own canvas using the design tools that give you innumerable options to personalize the record view.

Customize page layout

Customize the content in a record page for different users with the help of page layouts. Use the page layout editor to add, remove, or reorder actions, fields, and sections on a record’s detail page. In addition, make your layout completely dynamic by using conditional layout to govern what is displayed based on the field values that is entered.

Validation rule

Set validation rules to verify that the data a user enters in a record matches the standards you specify before the user can save the record. Validation rule will evaluate the data in the fields and return the value in the form of True or False. Also choose whether the alert message should be displayed to the user when the condition is True or False.

Subform

Drag and drop a secondary form or table to include multiple line items within the primary form. Use a subform within the layout to include additional information as a separate section in the layout.

Custom buttons and links

Connect your CRM data with external URLs, third-party applications, or other back-end services with the help of custom links. Use custom buttons to give users access to other web pages or applications right from within the CRM.


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Troubleshooting Module Customization

                                                                                                    Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
                                                                                                  • FAQs: Validation Rules

                                                                                                    What is a validation rule in Zoho CRM and why do I need it? In this data-driven world, it is crucial to ensure the validity and accuracy of your data. Data can enter your CRM system through various channels, such as advertisements, web forms, ...
                                                                                                  • Working with Validation Rules

                                                                                                    One of the most challenging tasks in CRM system is ensuring the validity of data in it. A poorly maintained set of data can cost a company in more ways than one - your activities are slowed down, you will have inaccurate reports and it's plain ...
                                                                                                  • Creating Validation Rules Using Functions

                                                                                                    By using function you can create a validation rule where the value entered by the user needs to be verified outside the CRM database. You can even validate the fields like phone numbers, zip code and so on for a particular pattern by mentioning the ...
                                                                                                  • Copying Customization

                                                                                                    Bigger organizations with multiple branches or services may require multiple CRM accounts to operate across the org. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources