FAQs: Modules

FAQs: Modules

What is a 'module' in Zoho CRM?

Modules are categories of data in the CRM. Consider the rows and columns of a spreadsheet. A CRM module is analogous to a column in a spreadsheet.

Let's take an NGO for example. NGOs maintain details of prospective donors, current donors, beneficiaries, and volunteers. These details have to be tracked and maintained separately so that it's easier to find relevant information or contact them.

Modules in Zoho CRM let you categorize, track, and maintain data belonging to various aspects of your business. They are the building blocks of CRM and are represented as tabs like Leads, Contacts, Accounts, etc.

Each module can collect and store thousands of records with a range of built-in options that help you sort, filter, and view the records as required. Modules also provide you with options to perform actions like creating macros, mass updating fields, and sending mass emails.

Here's a video on how to structure your data using modules and layouts in Zoho CRM:



For more information on customizing module, click here.

How can I change the order of the tabs?

The option to organize tabs allows you to display only the relevant number of modules and hide the unwanted ones.

To organize tabs
  1. Log in to Zoho CRM with Administrator's privilege.
  2. Go to Setup > Customization > Modules and Fields.


  1. In the List of Modules page, click Organize Modules. 
  2. Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa. 
  3. Click Save.

Note:
  • Home tab cannot be hidden.
  • Irrespective of profiles, hidden modules are not displayed to any users.



Can I automatically copy the field customizations in various modules?

No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules.

Exception:
  • While creating fields for Leads, you have the option to create the same field for Accounts, Contacts, and Deals.
  • While creating fields for Quotes, you have the option to create the same field for Sales Order and Invoices.
Note:
  • For Leads and Quotes, you will not be able to copy the Lookup and Formula fields.
  • If you want to copy the field customizations from one account to another, you can do so by using the Copy Customization feature.


Can I delete a module in Zoho CRM?

No, you cannot delete a module (tab) in Zoho CRM. You can only hide the module in your account or customize them as per your requirements.

To hide the unwanted modules, please follow these steps: 
  1. Log in to Zoho CRM with administrative privileges.
  2. Go to Setup > Customization > Modules and Fields.
  3. In the List of Modules page, click Organize Modules. <insert image>
  4. Select the modules you want to be displayed on the tab. Clear the ones you wish to hide. 
    You can also move around the module strips to rearrange the order in which the module names are displayed. 
  5. Click Save.
The custom modules that you create can be deleted, if required.

Related Link


Can I hide some of the unwanted tabs in Zoho CRM?

Yes, in Zoho CRM you can show or hide tabs as per your requirement. Follow the steps given below to organize tabs:
  • Log in to Zoho CRM with Administrator privileges.
  • Click Setup > Customization > Modules and Fields.
  • In the List of Modules page, click Organize Modules.
  • Use the horizontal arrows to move the tabs from the Unselected Tabs list to the Selected Tabs list and vice versa.
  • Click Save.
Note:
  • Home tab cannot be hidden.
  • Irrespective of profiles, hidden modules are not displayed to any users.

Can I rename the tabs?

Yes, you can rename the tabs.
  1. Log in to Zoho CRM with Administrator's privileges.
  2. Click Setup > Customization > Modules and Fields.
  3. Move the mouse pointer over the module that you want to rename.
  4. Click on the Settings icon, and then click Rename Module.
  5. Enter the singular and plural forms of the module's name in the respective text boxes.
  6. Select the profile(s). Users in the selected profiles will have access to the module.
  7. Click Save.

How do I transfer an attachment from one module to another when using a custom convert button function?

You can transfer an attachment from one module to another using the Upload and Download File API. Learn more about the Upload and Download File APIs here. 


How do I create a new tab or module?

Modules or tabs are like buckets that store data or business related information in an organized manner. In Zoho CRM, you will find modules such as Leads, Contacts, Accounts, Activities which store essential information about the interested prospects, prospects who want to do business with you, the organization they belong, and the types of sales activities your sales team engages the customers in.

These modules can be located on the top panel of your CRM account. 

In addition to the standard or system-defined modules, you can create custom modules based on the business's requirement. These modules too, will be listed on the  top panel. You can click on the three dots (more icon) to find the complete list of modules. 
 
To create a new tab/module:
  1. Navigate to Setup > Customization > Modules and Fields.
  2. Click New Module and enter the module name.
  3. Assign module permissions.
  4. Click Save.
  5. Click Organize Modules. You can rearrange the order modules appear in here. 


When to use Lead conversion mapping and Map dependency field?

Lead conversion mapping :

Lead conversion mapping is used to map the fields in different modules, whereas map dependency field creates dependencies between two fields belonging to the same module. The main goal of lead conversion mapping is to move the data from the lead module to other modules without omitting any fields. Lead conversion mapping can also be used when there are multiple layouts. The fields in the Leads module will differ based on the type of layout chosen. However, when the leads are converted, you should ensure that they are mapped to the same layout in the contacts, accounts and deal module. To ensure this, we use Lead conversion mapping.
 
     Click Setup > Customization > Modules and Fields > Leads (From the list of modules)
     Choose Lead conversion mapping from the module setting icon.

 For each field under lead, map the corresponding fields for contact, account and deal.
 Custom fields are mentioned with * symbol.
 Click Save. Now every time a lead is converted the fields in the lead module will map to their corresponding contact, account and deal module automatically.

Map dependency field :


If your business deals with several products, and the services that you provide changes based on the product. This adds so much data in the dropdown field, which is tedious and confusing. What if the relevant values in the service fields were populated based on the product field selected? This would make the process simple. Map dependency is used to create dependencies between two relevant fields. You can define which values should appear in the child field when a certain value is chosen in the parent field.

 

     Click Setup > Customization > Modules and Fields > Select the required Module.
    ➤ Choose the Map dependency field from the module setting icon.

     Choose the parent field and the child field.
     Map the parent field value with the child field value. More than one child field value can be mapped to a parent field value. Press the CTRL key while selecting multiple child field values.
     After configuration, the values that are displayed in the child fields are populated based on the parent field values.



In this article, you can find detailed answers to the frequently asked questions about Modules. We have covered questions about its conceptual and technical aspects. However, should you have more questions, feel free to drop them in the feedback section or write to us at crm-useredu@zohocorp.com




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