What is a module in Zoho CRM?

What is a Team Module?

Users in a Team Module

1. Admins have full control over the team module, including fields, permissions, configurations, and records.
   
2. Managers have complete visibility and control over its records.
   
3. Members and Participants have different levels of access to records, with members able to view all records and participants only able to view their own. Both will be able to create, edit, and delete their own records.
   
4. Requesters can create and track records using the My Requests Tab without direct access to the team module. Learn more about requester roles in Team Modules.
   

Prerequisite

To create a Team Module

1. Click the Modules tab in the sidebar.
   
2. Click the + button.
   
   
3. If you also have permission to create org modules, a Create Module popup will appear. Select Team Modules and click Next.
   
   
4. In the Select Template popup, do one of the following:
   
1. Hover over a pre-built template and click Use this template
   
2. Hover over the Build from scratch option and click Create.
   
   
5. In the Create Module popup, you can enter the module name (singular and plural).
   
   
6. Click Change Template if you would like to switch templates.
   
   
7. Click Add New Field to add fields.
   
   
8. Hover over a field and click the settings icon to set the field's properties, access permissions, or to delete it.
   
   
9. Select the folder within the teamspace where this team module should be placed.
   
   
10. Click Create.
    
    
    You'll see your newly created team module in the folder you'd selected.
    
    Create a new record or import records from your previous tool to bring your work into the CRM!
    
    

The team module builder is created to assist in quickly constructing team modules. To include advanced options like subforms and sections in a team module, hover over the team module in the sidebar, click the More icon, and choose + Fields.

These modifications can also be made by going to Setup > Customization > Modules and Fields.

You can also create team modules by going to Setup > Customization > Modules and Fields, then selecting Create New Module. When you click Save, you can choose the teamspace where you want to add this team module.

To manage actions and field access for different team module profiles

1. Click the modules tab in the primary sidebar.
   
2. Hover over the team module in the secondary sidebar and click the More icon.
   
3. Select Manage Profiles.
   
   
4. In the Manage Profiles popup, manage the actions available to a profile by checking and unchecking the different options.
   
   
5. Select the Fields tab and set the access permissions for all the team module's fields (including those in subforms).
   
   
6. Click Save if you want to make further changes. Otherwise, click Save and Close.
   

Notes and Attachments are vital parts of any record in a team module. Actions related to these are turned off by default for all team module profiles. You can enable them using Manage Profiles > Actions tab.

To add users to a Team Module

1. Click the modules tab in the sidebar.
   
2. Hover over the team module in the sidebar and click the more icon.
   
3. Select Manage User Access.
   
   
4. In the popup that appears, click Add User.
   
   
5. Select the one or more users.
   
   
6. Select the Access Type for those users and click Add.
   
   
7. You'll see the selected users added to the profile you'd chosen.
   
   
8. Repeat this process for other users. Close the popup by clicking x once you are done.
   
   

Note

1. You can remove a user or change their profile in the same Manage User Access popup by hovering over a user and clicking the delete icon or assign icon.
   
   
2. You can select multiple users to assign new profiles or remove them in bulk.
   
   
3. Adding users to the Requestor profile allows them to raise requests via the My Requests tab.
   To see this in action, see: Working with team modules.

To make configurations related to a Team Module

1. Click the modules tab in the primary sidebar.
   
2. Hover over the team module in the secondary sidebar and click the more (...) icon.
   
3. Select the required configuration and start making the changes.
   
   

Note
The following configurations are available in team modules:

1. Assignment rules to assign work to your team based on predefined rules
   
2. Workflow rules to automate actions based on triggers
   
3. Blueprint to streamline processes and ensure compliance
   
4. Approval process to get work approved as per your team's preference
   
5. Canvas pages to modify the look and feel of the list view and record detail pages
   
6. Wizards to simplify data entry
   
7. Layout rules and Validation rules to improve data quality
   
8. Webforms to bring in data from outside the CRM
   
9. Links to bring external content into your CRM
   
10. Buttons to take actions quickly
    
11. Templates to improve productivity
    
12. Widgets to add capabilities
    
13. Custom functions to meet niche requirements
    
14. Sandbox to test your team module before deploying it
    
15. Reports and Dashboards to track data related to your team module
    

Bulk record operations possible with Team modules

1. Individual emails
   
2. Mass email
   
3. Creating list views
   
4. Adding tasks
   
5. Adding tags
   
6. Performing bulk operations: Mass update, Mail Merge, Change Owner, Delete.
   
7. Autoresponders
   
8. Record Approval
   
9. Export list view
   
10. Zoho Sheet View
    

For learning more about automation in team modules, see: Automation in team modules.

To deactivate a Team Module

1. Click Setup in the primary sidebar.
   
2. Navigate to Customization > Modules and Fields in the secondary sidebar.
   
3. In the Modules tab, toggle the status of the required team module to disabled.
   
   

To delete a Team Module

1. Click Setup in the primary sidebar.
   
2. Navigate to Customization > Modules and Fields in the secondary sidebar.
   
3. In the Modules tab, hover over the team module you want to delete and click more (...).
   
4. Click Delete.
   
   
5. In the popup that appears, click Yes, Delete Now.
   

To manage Team Modules as the Org Admin or the Team Module Admin

1. Click Setup in the primary sidebar.
   
2. Navigate to Customization > Modules and Fields in the secondary sidebar.
   
   
3. You will see all the modules for which you are the admin. You can make changes to them as you see fit.
   

Limitations