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.
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
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
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