Customizing Home Tab

Customizing Home Tab

The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Reports, Dashboards, VoCs, and so on. One quick glance at the components of the Home tab will tell you how your sales activities are faring.

Besides indicating the progress of your CRM activities, the Home tab also serves as a great place to organize your day's work, as well as your teams'. This is possible by means of the three types of "Views" in the Home tab of Zoho CRM.

Classic View

The Classic View lists 4 standard components: Open Activities, Tasks List View, Today's Meetings and Amount by Stage (previously Pipeline by stage). With the critical components organized by default, this view helps you plan your day better. The Classic View is unique to a CRM user and shows the respective user's Open activities, Tasks, Events and Pipeline. This view cannot be customized. With the Open activities component, you can customize it to view all your activity information from one component. 
To learn more about open activity homepage component please read this article.

User's Home Page

Individual users can customize the Home tab for their own account in User's Home Page. You can add components and build your homepage your way. These components can be dragged-and-dropped, resized and moved around to fit well on the page, enabling you to configure the layout the way you want.

Customized Home Page

You can also create and share a common view across roles and profiles based on what you want them to view. Using the Customized Home Page, you can add components you wish for them to look at when they log into CRM. Once Customized the Home page is created for a particular role or profile - the users associated with that role or profile will be able to access it when they log in to Zoho CRM.

Switch between the Home Pages

The last accessed home page will be set as default for the user. Under the Home tab, you can switch to different Views from the drop-down list on the top right corner.

To switch to other views

  1. In the Home tab, click the drop-down at the top right corner.
  2. Select the desired view from the list that you want to switch to.

Create Customized Home Page

You can customize the Home page for users based on what you want them to look at once they log into Zoho CRM. You can share this Home page with multiple roles or profiles. They can switch to other views when required. Each time they log into the CRM, the last home page that was selected will be displayed.

Availability
Permission Required
Users with the Module Customization permission can customize Home page.


To create Customized Home Page

  1. Go to Setup > Customization > Customize Home Page.
    Alternatively, you can also go to the Home Tab, click the drop-down on the top right corner and select Customize Home Page.
  2. Click New Home Page.

  3. Click Dashboard Components and then choose a Dashboard from the drop-down list. Select the components that you want to add in the Home page.

  4. Click Custom Views/Modules and select a Module from the drop-down list. Choose the components you would wish to add. 
  5. Resize or move the components around to organize the page once all the required components are added.
  6. Click Save & Share.
  7. In the Edit Properties window, do the following:


    • Specify a name for the customized home page.
    • Add a description.
    • Choose who you wish to share the page with from the following options:
      - Users
      - Groups
      - Roles and subordinates
      - Profiles
      - Territories and subordinates
    • Click Save.
Notes
Note
  1. Make sure that the customized home page thus created is activated for them to reflect in the home page of the associated users. Turn-on/off the status icon of the respective customized home page to activate/de-activate.
  2. To delete, customize further or edit the properties of a customized home page, hover over the respective customized home page from the list and click on the three dots. You can select and execute the required action from the pop-up.

Add Components in User's Home Page

In the User's Home Page, you can add components of your choice. Each component will list data from various others modules like the Leads, Potentials, Dashboards etc.

To add components

In the Home tab, drag and drop the components from the Customize Home Page tray on the left.

They can include:
  1. Dashboard Components
  2. Custom Views/Modules
  3. Widgets
  4. Kiosk
  5. Reports
  6. VoC
  7. Advanced Components:
  8. Open Activities
  9. Rich Text
  10. Quick Links

Let's look at them in detail:

Dashboard - Drag and drop the Dashboard Component of your choice or add a new component.


You can choose to pick from gallery.


The Dashboard Component you choose will then be displayed on your Homepage.
Custom View
Select the module you want and drag and drop the component you want in your Home tab. You can proceed to further pages using the Navigation arrows. 


Widgets
Choose the Widgets you want and drag and drop them into the Homepage. 

You can add a widget from the list or click +Create New Widget to create a new widget.

In create a new widget page do the following.
  1. Enter the Name, Description and choose the preferred hosting type from the drop down list.
  2. To host internally - 
    1. Select Zoho from the hosting drop down list.
    2. Upload the file of your application.
    3. Provide the index page URL for your application and click Save.
  3. To host externally - 
    1. Choose External from the hosting drop down list.
    2. Provide the Base URL for your application and click Save.
Kiosk

Drag-and-drop the Kiosk you want to add to you home page view

Reports

It is supported with filters and advanced controls. 
Select the category of reports you want and drag-and-drop the specific report of your choice to your homepage.


Voice of the Customer
Select the category of VoCs you want and drag-and-drop the specific one of your choice to your homepage.

Advanced Components
You can add components such as:
  1. My Open Activities
  2. Rich Text
  3. Quick Links


  1. Notes
Note
  1. In the Classic View, you cannot customize the components. The number of records per page can be selected by the user.
  2. Based on the Zoho CRM Edition, users can select the records per page.
  3. Users can have access to multiple Home Pages. A user can have up to 10 home pages, five based on their role and five based on their profile. If you do not find a role/profile while sharing a Home Page, it might be because that role/profile already has five active or inactive Home Pages

View Recent Items

Once you log into Zoho CRM, on the bottom right corner of the page, click the Recent Items icon.



This displays upto 20 recent activities that were added/modified in CRM. You can click on any record to go to the record's details page.

Check Reminders

  1. Log in to your Zoho CRM account, click the Reminder icon at the bottom right corner.

  2. This displays the activity reminders in CRM. Scroll through the reminders to view more. Click on a reminder to see its details or Dismiss it from the list.

Notes
Note
  1. Recent Items, Reminders and Feedback icons are present across Zoho CRM on the footer irrespective of the module selected and not just on the Home tab.

Customize Column Headings in Components

In the Customizable view, the components that you add in the Home tab can be list views or data in the form of pipelines, pie charts or bar graphs, etc. For the List View components you can easily add, delete and reorder the columns. You need to make the changes for the list view and the same will be applied to the related components in the Home tab also.

To customize column headings

  1. Click the [Module] tab. (For eg. Leads, Contacts, Accounts, etc.)
  2. In the [Module] Home page, select the list view that you want to edit.
  3. Click the Edit link.
  4. In the Edit View page, select and move the fields to the Available Columns list box.

    After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
  5. Click Save.

    The changes will be applied to the related components in the Home tab.