Customize your Account | Online Help - Zoho CRM

Customize your Account

Every business has its own unique sales, services and marketing processes, which is why Zoho CRM lets you customize the product to fit your business needs. As an administrator it is important that you identify and list out such requirements and tailor the product to meet them in the best possible way. There are various levels in which you will be customizing the account like creating custom modules, organizing the modules based on your priority, reordering them as per preference, adding or removing details from a record's related list, creating custom views for records, adding new section in modules to capture additional information and more. And the most exciting part, you can make these amazing changes without writing any code, just use our easy-to-use customization tools.

Customize modules 

Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties and more. The steps involved in creating a custom module are:

  • Naming or renaming the layout, if you are editing an existing module
  • Dragging and dropping the required fields from the New Fields tray into the layout
  • Editing the Field Properties and setting permissions for the fields from the Settings icon. Removing fields from the layout using the Trash icon
  • Adding new section in layout to demarcate between different types of information like education details and professional details
  • Switching between single-column layout and two-column layout for a section. Move the sections around to rearrange
  • Setting Module permission for different user profiles
  • Previewing the module layout before finalizing

Organize modules 

Reorder the modules by dragging and dropping based on your order of usage and preference. Hide those modules that you don't wish to view, all the unselected tabs will be hidden from all users.

Customize a record's details page

Change the order of the Related Lists such as the Attachments, Open Activities, Closed Activities, etc., for records in each module. Show or hide some of the related lists as per the organization's business requirements. Also, customize related list columns to view only the details you require.


Customize module views

Customize the way you view the records by sorting, categorizing and prioritizing them as per your preference. Choose from three different options:

  • List View - View the records in a sequential manner or filter them by choosing a predefined criteria or customizing the criteria based on requirement.
  • Kanban View - Create a card-based view by categorizing the records to view them in an organized manner under different columns.
  • Canvas View - Use predefined templates or design your own canvas using the design tools that give you innumerable options to personalize the record view.

Customize page layout

Customize the content in a record page for different users with the help of page layouts. Use the page layout editor to add, remove, or reorder actions, fields, and sections on a record’s detail page. In addition, make your layout completely dynamic by using conditional layout to govern what is displayed based on the field values that is entered.

Validation rule

Set validation rules to verify that the data a user enters in a record matches the standards you specify before the user can save the record. Validation rule will evaluate the data in the fields and return the value in the form of True or False. Also choose whether the alert message should be displayed to the user when the condition is True or False.

Subform

Drag and drop a secondary form or table to include multiple line items within the primary form. Use a subform within the layout to include additional information as a separate section in the layout.

Custom buttons and links

Connect your CRM data with external URLs, third-party applications, or other back-end services with the help of custom links. Use custom buttons to give users access to other web pages or applications right from within the CRM.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                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 TeamInbox 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

                                                                                                                        • 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: Validation Rules

                                                                                                                          What is a validation rule in Zoho CRM and why do I need it? In this data-driven world, it is crucial to ensure the validity and accuracy of your data. Data can enter your CRM system through various channels, such as advertisements, web forms, ...
                                                                                                                        • Working with Validation Rules

                                                                                                                          Creating and keeping high-quality data is difficult, but it's even harder to identify and fix a dataset full of mistakes. Faulty CRM data can lead to negative consequences for a company, including impeding operations, generating unreliable reports, ...
                                                                                                                        • Adding Layouts Rules

                                                                                                                          Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
                                                                                                                        • Creating Validation Rules Using Functions

                                                                                                                          By using function you can create a validation rule where the value entered by the user needs to be verified outside the CRM database. You can even validate the fields like phone numbers, zip code and so on for a particular pattern by mentioning the ...
                                                                                                                          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