FAQs: General questions on customization

FAQs: General questions on customization

In the Home tab, how can I add charts that represent the CRM data?

You can represent CRM data in the Home tab by adding pie charts, bar charts and many more. You can create these charts in your Dashboard using the steps below:
  1. Click Home tab.
  2. In the Home page, click the Add Component link.
  3. In the Add Component popup, choose Dashboards from the list of Modules.
  4. Specify the Component details and select the Custom View.
  5. Click Save.


Can I revert to the default customizations in Zoho CRM?

No, you cannot. We recommend making the changes first in a sandbox and then deploying them to the production environment.


Can I apply my Home tab layout to other users' Home tabs to keep it consistent for all users?

No. The Home tab can only be customized by the users themselves. The administrator cannot customize the Home tab for other users in his company's account. Users can add or remove components in their account's Home tab according to their requirement and it will not be available for others sharing the account.


How can I customize the Home tab?

You can customize the Home tab of your Zoho CRM account by adding components. Adding components to the Home tab is like creating a desktop shortcut to your favorite apps on your computer. It’s for quick and easy access to the things that you use the most.

Let’s say you want to add "Today’s Leads" as a component on the Home tab.
  1. Log in to your account and click the Home tab.
  2. Click the customizable view icon.
  3. You can switch between the Classic view and Customizable view at any point. The classic view displays ‘tasks’, ‘events’ and ‘pipeline by stage’ by default. You cannot change anything here. If you want these three components, you can choose this view.
  4. To add a component, click Add Component.

  5. Select the module from the drop-down list. In this case, Leads.
  6. Enter a Component Name. For example, ‘Today's Leads’. 
  7. Select the Column Layout.
  8. Select the list view that has to go on the Home tab.
Now this component is displayed on your Home tab. Similarly, you can add up to 5 components in the customizable view. You can also move these around and rearrange them by clicking a component and dragging it to where you want it.

You can further customize the components on the Home tab. For example, you can edit each component and change the layout. You can switch between single-column and two-column layout.


How to customize the search layout?

To customize search layout, follow these steps:
  1. Log in to Zoho CRM with Administrator privileges.
  2. Enter your search keyword on the global search text box and hit Enter. The search results will be displayed from matching CRM modules as individual sections.
  3. To customize the columns in these sections, click the drop-down arrow at the far right corner of the required section.
  4. Select the columns that you want to be displayed. You can select a maximum of ten columns per section. You can also reorder the columns.
  5. Click Save.
Note:
  1. You can filter search results by selecting the specific modules that CRM should search in.
  2. To filter search results, click the dropdown arrow near the Search icon.
  3. Select the modules from which the search results should be displayed and click Search.


Where can I check the storage space available in my CRM account?

You can check the storage space available in your CRM account by following the steps given below:
  1. Click Setup > Data Administration > Storage.
  2. In the Storage Usage page,  you will be able to see the file storage details and the storage details of individual users.
For more information, see Storage View.


Is it possible to limit access for users based on their departments?

Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For example, if you want the sales department to have access to only the Leads, Accounts, Deals, and Contacts modules while the customer support team can only access the Cases and Solutions modules, you can create two profiles, Sales and Support, and give them access to the relevant modules.

To create a profile, navigate to Setup > Security Control > Profiles, click Create New Profile and enter the details.
Once you create the profiles, set the module permission:
  1. Navigate to Setup > Customization > Modules and Fields > Leads.
  2. Hover over the Leads module and select Module Permissions.
  3. Select the profiles to give access, in this case, Administrator and Sales. Follow the same steps for other modules.
You can also use layouts to manage different departments. To limit layout access:
  1. Navigate to Setup > Customization > Modules and Fields > Leads > Standard Layout.
  2. Click the gear icon and select Layout Permission.
  3. Select the profiles to give access, in this case, Administrator and Sales. Follow the same steps for other layouts.

Can I associate a Deal with Contacts in Zoho CRM without creating an account?

Yes, you can associate deals with contacts without creating an account in Zoho CRM.

 

If your organization deals directly with customers in a B2C scenario, the best way to associate deals without an account is to disable the Accounts module in your CRM account, since accounts represent companies that you do business with, and this does not apply for B2C.
 
To disable the Accounts module:
  1. Go to Setup in your CRM account.
  2. Select Modules and Fields under Customization.
  3. Click Organize Modules.
  4. Uncheck the Accounts module on the Organize Modules page.
  5. Click Save.

 

Once the Accounts module has been disabledthe Account Name field will not appear on the Deals page when you associate a deal with a contact.

 

 

 

ThAccount Name field also won't be auto populated when converting leads to contacts.

 

 

 

If your organization deals with other businesses and with individual customers (both B2B and B2C), disabling the Accounts module won't workIn this case, you need to make the Company and Account Name fields non-mandatory in both the Leads and Deals modules. This will allow you to save records without filling in those fields.
To make the fields non-mandatory:
 
  1. Go to the Setup in your CRM account.
  2. Select Modules and Fields under Customization.
  3. Go to the Edit Layout page for the Deals module.
  4. Click on the three dots icon next to the Account Name section.
  5. Uncheck the Mark as required field.
  6. Save the layout.
 



Note:
 
If you want to be able to associate a deal with a lead as you are converting it into a contact, follow the steps above but instead of the Account Name field, mark the Company field as non-mandatory.
 
Don't fill in the Company name while adding a lead. When converting a lead to contact, just check the Create a new Deal for this Contact box, fill in the details, and click Convert. You have now successfully associated a deal with a contact without creating an account.

 



We hope that this frequently asked question is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below! 



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