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.
Users with the Administrator profile can access this feature.
- 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.
- The source and destination CRM accounts must be present in the same DC.
- The source account should not have a company logo in the template while copying the customization.
- You need the User ID (email address) of the CRM account to which the customization needs to be copied.
- The destination account must be a new one. Copy customization does not work for older CRM accounts.
- 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
- Go to Setup > Customization > Copy Customization.
- In the Copy Customization page, specify the User Email (email address) of the CRM account to which the customization needs to be copied.
- 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.
- You can use the Copy Customization feature to copy system-level configurations to the target accounts.
- The account to which you are copying the customizations, should not have any customizations of its own.
- This is a one-time process and you cannot process "Copy Customization" a second time for the same customer.
- 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 |
|
|
- 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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Copy customization
Replicate your Zoho CRM customization in other CRM accounts. Help guide Copying CustomizationTroubleshooting 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 ...