What is a 'module' in Zoho CRM?

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.
  

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Can I automatically copy the field customizations in various modules?

Can I delete a module in Zoho CRM?

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. 

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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. 

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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