Customizing CRM Setup Page | Online Help - Zoho CRM

Customizing Setup Page

Zoho CRM provides enhanced user experience by enabling its users to customize the CRM setup page. In the section below we have listed out few benefits of personalizing the setup page:

  • Add additional applications in the setup page 
    Sometimes organizations need to use applications other than CRM in their daily business activities. For instance, a wealth management company may need the money control app to keep tab on stock market values, an aviation industry may require apps for weather briefings or navigation details. A digital communication company can use an app for live chat with its clients. In such cases, it can be challenging to toggle between several windows continuously, also it increases the chances of entering erroneous data in CRM during data transfer processes. To avoid such situations, it is advisable to create a single platform that can give better and organized accessibility. You can customize the setup page by adding these applications to it.
  • Rename the features as per your business vertical 
    Depending on the type of industry you belong to, you may refer a particular feature by different names. Like, instead of channels you probably use communications or you may prefer personalize to customization. In such cases, your teams will relate better to the CRM system if familiar terms are used to represent the features. You can simply rename the standard features to your preference.
  • Reorder the features based on frequency of usage
    Let's consider that your clients mainly interact with the sales reps through two channels: social media and portals. In such cases, it would be sensible to place these features on top of the list and move the less frequently used features to the end. Hence, you can easily reorder the features and position them in the menu for better visibility. Likewise, you can also reposition the main menus like Data Administration, Marketplace or Channels based on your priority and frequency of access.
  • Reposition the groups in the setup page 
    The main groups like automation, data administrations or marketplace can be repositioned based on your preference by simply dragging and dropping them to preferred places in the setup page.
  • Hide features and menu as per organization's requirement 
    There are chances that you may not be using all the CRM features for your business, so instead of cluttering your setup page with string of features that are unused you can simply hide them from the display.
Permission Required
Users with Module Customization permission in their profile can access this feature.

Customize the Setup Page

In the setup page the features are grouped under different categories called groups, menu and submenu; the image below demonstrates the same.

Customizing the CRM setup page consists of the following four steps:

Step 1. Add groups in the setup page

The groups represent the category under which you classify the CRM features. For example, in the standard setup the groups are - Channels, Users and Controls, Automation etc. You can add a new group based on your business requirement.

Step 2. Add menu and submenu in each group

Each application that you add is called a submenu and all these submenus are collectively called a menu. For example, in the standard setup under Channels group Social is a menu that hosts several features like Twitter, Facebook and Google+ which are the submenu. As per your requirement you can add a menu and submenu to the groups in the setup page.

Step 3. Add action to the submenu

Adding an action requires you to link the application that you added in the submenu to a widget. You can either link the submenu to an existing widget or create a new widget and link it.

Step 4. Choose permission for the submenu

In the next step, you will have to choose an appropriate permission for the submenu features from the list of permission. Depending on the type of action these features perform you can choose the permission from the list of options. Below are the permissions that you can choose:

  • Module customization
  • Manage automation
  • Zoho CRM API access
  • User management
  • Migrate data from other CRM
  • Social Admin
  • Personal Social Profiles

Step 5. Toggle on/off the submenu visibility

You can toggle off the visibility of any feature as and when required. If you want to restrict access to a feature temporarily you can simply toggle off the visibility until it's required again. The feature that's visibility is turned off will appear greyed out in the setup page.

To customize the CRM Setup page

  1. Go to Setup and click Customize Setup.

  2. In the Setup Layout Editor page, click +Menu.
  3. In the  Menu Properties page, do the following:
    • Enter the Menu name.
    • Enter the Submenu name.
    • In Action, click the Link icon > select a Widget and click Install.
      Alternately, you can also create a new widget.

    • In Permissions, choose a permission from the drop-down list.

  4. Click Done.
  • It is mandatory to add a menu inside a group and submenu within a menu.
  • You can toggle off the visibility of any submenu as required.
  • You can delete a submenu if it is no longer used.

Add Submenu in System Defined Groups

You can add your applications to the existing system defined groups instead of creating a new group.

To add a submenu to existing groups

  1. Choose a group to which you want to add a submenu.
  2. Move the cursor to a feature and click the More icon.
  3. Click Edit.
  4. In the Menu properties page, click +Submenu.
  5. Enter the details.
  6. Click Done.

Hide Features From the Setup Page

Depending on your requirement you can hide the system defined features from the setup page. You can also hide the applications that you have added to the page.

To hide features from the setup page

  1. Choose a group and move the cursor to the feature you want to hide.
  2. Click the More icon and select Hide.

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