FAQs: Customization (General)

FAQs: Customization (General)

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.
Once the customizations are made in your CRM account, you cannot revert to the default state or original settings.

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.
  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.

9. 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.

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