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What is a module in Zoho CRM?

What is a team module?

Users in a team module

1. Admins have full control over the team module, including fields, permissions, configurations, and records.
   
2. Managers have complete visibility and control over its records.
   
3. Members and Participants have different levels of access to records, with members able to view all records and participants only able to view their own. Both will be able to create, edit, and delete their own records.
   
4. Requesters can create and track records using the My Requests Tab without direct access to the team module.
   

Prerequisite

To create a team module

1. Click the Modules tab in the sidebar.
   
2. Click the + button.
   
   
3. In case you also have permission to create org modules, a Create Module popup will appear. Select Team Modules and click Next.
   
   
4. In the Select Template popup, either:
   
   
1. Hover over a pre-built template and click Use this template or
   
2. Hover over the Build from scratch option and click Create.
   
   
5. In the Create Module popup, you can enter the module name (singular and plural).
   
   
6. Change the template if you wish.
   
   
7. Click Add New Field to add fields.
   
   
8. Hover over a field and click the settings icon to set the field's properties, access permissions, or to delete it.
   
   
9. Select the folder within the teamspace where this team module should be placed.
   
   
10. Click Create.
    
    Create a new record or import records from your previous tool to bring your work into the CRM!
    
    

Note
The team module builder is created to assist in quickly constructing team modules. To include advanced options such as subforms and sections in a team module, hover over the team module in the sidebar, click on the more icon, and choose + Fields. These modifications can also be made by going to Setup > Customization > Modules and Fields.

You can create team modules by going to Setup > Customization > Modules and Fields, then selecting Create New Module. When you click Save, you can choose the teamspace where you want to add this team module.

To manage actions and field access for different team module roles

1. Click the modules tab in the sidebar.
   
2. Hover over the team module in the sidebar and click the more icon.
   
3. Select Manage Profiles.
   
   
4. In the Manage Profiles popup, manage the actions available to a role by checking and unchecking the different options.
   
   
5. Select the Fields tab and set the access permissions for all the team module's fields (including those in subforms).
   
   
6. Click Save if you want to make further changes. Otherwise, click Save and Close.
   

To add users to a team module

1. Click the modules tab in the sidebar.
   
2. Hover over the team module in the sidebar and click the more icon.
   
3. Select Manage User Access.
   
   
4. In the popup that appears, click Add User.
   
5. Select the users you need.
   
6. In the Access Type dropdown, select the access level for those users.
   
   
7. Click Add.
   
8. Repeat the same for other users and other roles.
   
9. Close the popup by clicking x once you are done.
   

Note

1. You can remove a user or change their role in the same Manage User Access popup by hovering over a user and clicking the delete icon or assign icon.
   
2. You can select multiple users to assign new roles or remove them in bulk.
   
3. Adding users to the Requestor role allows them to raise requests via the My Requests tab.
   To see this in action, see: Working with team modules.

To make configurations related to a team module

1. Click the modules tab in the sidebar.
   
2. Hover over the team module in the sidebar and click the more icon.
   
   
3. Select the required configuration and start making the changes.
   

Note
The following configurations are available in team modules:

1. Canvas pages to modify the look and feel of the list view and record detail pages
   
2. Wizards to simplify data entry
   
3. Layout rules and Validation rules to improve data quality
   
4. Webforms to bring in data from outside the CRM
   
5. Links to bring external content into your CRM
   
6. Buttons to take actions quickly
   
7. Templates to improve productivity
   
8. Widgets to add capabilities
   
9. Custom functions to meet niche requirements
   
10. Sandbox to test your team module before deploying it
    
11. Reports and Dashboards to track data related to your team module
    

Bulk record operations possible with Team modules

1. Individual emails
   
2. Mass email
   
3. Creating list views
   
4. Adding tasks
   
5. Adding tags
   
6. Performing bulk operations: Mass update, Mail Merge, Change Owner, Delete.
   
7. Autoresponders
   
8. Record Approval
   
9. Export list view
   
10. Zoho Sheet View
    

To deactivate a team module

1. Click setup in the sidebar.
   
2. Navigate to Customization > Modules and Fields.
   
3. In the Modules tab, toggle the status of the required team module to disabled.

To delete a team module

1. Click setup in the sidebar.
   
2. Navigate to Customization > Modules and Fields.
   
3. In the Modules tab, hover over the team module you want to delete and click more (...).
   
4. Click Delete.
   
   
5. In the popup that appears, click Yes, Delete Now.
   

To manage team modules as org admin or team module admin

1. Click setup in the sidebar.
   
2. Navigate to Customization > Modules and Fields.
   
   
3. You will see all the modules for which you are the admin. You can make changes to them as you see fit.
   

Limitations