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

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.
   

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Can I revert to the default customizations in Zoho CRM?

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

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How can I customize 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.
   

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How to customize the search layout?

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.