Copy Customization | Zoho CRM - Help

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 individually. Zoho CRM comes with a solution to this problem in the form of Copy Customization. This feature allows users to duplicate the custom settings of one CRM account into another account.



Availability
Permission Required
Users with the Administrator profile can access this feature.


Note
  1. Copy Customization requires having both the user accounts with same Edition. For example, you cannot copy the customizations from Professional Edition to Enterprise Edition. Both account A and B should have the same Paid Edition. Account B can also be the Trial Version of the Paid Edition.
  2. The source and destination CRM accounts must be present in the same DC.
  3. The source account should not have a company logo in the template while copying the customization.
  4. You need the User ID (email address) of the CRM account to which the customization needs to be copied.
  5. The destination account must be a new one. Copy customization does not work for older CRM accounts.
  6. When you deploy the Copy Customization feature to clone your custom settings from a Source Account to a Target Account, it is important to note that you must be logged into the Target account before confirming the Copy Customization process (received by email in the Target Account's registered email id).
    If you are not logged into the said account, you will receive an error alert stating that the 'Page cannot be accessed'

Business Benefits

  • Helps focus on specific business issues within an industry.
  • Saves time in deploying a fully functional CRM system for several users.

Target Audience

  • Umbrella brands
  • Entrepreneurs

Process Copy Customization

The Copy Customization feature helps organizations get the same custom settings across all their CRM accounts with reduced effort and time. The Zoho CRM user will need to specify the User ID (email address) of the CRM account to which the customization needs to be copied. With this feature, you can copy the various customizations that include Fields, Sections, Page Layouts, Tabs, Custom Reports, Email & Inventory Templates, and Logos.

To process copy customization

  1. Go to Setup > Customization Copy Customization.
  2. In the Copy Customization page, specify the User Email (email address) of the CRM account to which the customization needs to be copied.
  3. Click Copy.
    An email will be sent to the Super Administrator of the target account. The Copy Customization scheduler starts only after the customer (Super Administrator) confirms the process.
Note
  1. You can use the Copy Customization feature to copy system-level configurations to the target accounts.
  2. The account to which you are copying the customizations, should not have any customizations of its own.
  3. This is a one-time process and you cannot process "Copy Customization" a second time for the same customer.
  4. Copy Customization requires that both the user accounts are of the same Edition.

The following table lists out the customizations that will be copied to the target account and the ones that will not be.

Customizations that will be copied
Customizations that will not be copied
  • Tabs 
  • Tab groups 
  • Webtabs
  • Roles and profile
  • Module customizations
  • Layouts 
  • Layout rules
  • Convert mappings (Leads and Quotes)
  • Field Mappings
  • Potential stage
  • Case escalations
  • Business hours, shift hours, and holidays
  • Fiscal year
  • Forecast settings
  • Territories
  • Groups
  • Company Logo
  • Email Templates
  • Inventory Templates
  • Reports
  • Contact Roles
  • Workflow rules 
  • Workflow Actions - All
  • Approval process
  • Blueprints
  • Custom Links
  • Custom Views
  • Canvas Views
  • Schedules
  • Data sharing rules
  • Scoring Rules
  • Mail MergeTemplates
  • Themes
  • Product tax rates
  • Campaign integration
  • Campaign member status
  • Functions (Deluge)
  • Widgets
  • CRM variables
  • Wizards
  • Auto Responder
  • Assignment rules
  • Custom buttons
  • Dashboards
  • Webforms
  • Report Schedulers
  • Locale, Timezone
  • Multiple currencies
Note
  1. The values present in the fields will not be copied from the source to the destination account.

    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





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com


                              



                            



                          Manage your brands on social media

                              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 SalesIQ Resources



                                                        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










                                                                                          • Related Articles

                                                                                          • Copy customization

                                                                                            Replicate your Zoho CRM customization in other CRM accounts. ​ Help guide  Copying Customization
                                                                                          • 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 : Field Customization

                                                                                            How can I create a Formula number field with the 'If, Else' statement? Currently, you can't create a Formula number field with the 'If, Else' statement. You can only create a formula field using the IF condition. However, you can also achieve the If, ...
                                                                                          • Wizards

                                                                                            What is a Wizard? A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous ...
                                                                                          • Customizing Record Detail Page Using Canvas

                                                                                            The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...
                                                                                          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