1. Add a new module
   
2. Edit a custom module 
   
3. Delete a custom module 
   

1. Add a custom field 
   
2. Edit a custom field  
   
3. Delete a custom field 
   
4. Create a currency field 
   
5. Add pick list values 
   
6. Add multi-select pick list values 
   
7. Create a lookup field 
   
8. Create an auto number field 
   

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension in which the new module has to be created and click Edit.
   
3. Click Modules in the left pane and then click Create New Module .
   
4. Enter the singular and plural form of the module name in the respective text boxes.
   
5. Click Save.
   

By default, all custom modules come with four standard fields: Record Name, Record Owner, Email and Secondary Email. To further customize your module and create new fields, see  Adding a New Field  for more information.

Edit a module

As you get feedback from users, edit or update your modules to ensure you deliver the best product possible.

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Click Edit next to the extension you'd like to modify.
   
3. Click the Modules option in the left pane.
   
4. Click Edit icon [] next to the module you'd like to modify.
   
5. Make the necessary changes and click Save.
   

Delete a module

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Click Edit next to the extension you'd like to modify.
   
3. Click Modules in the left pane of the Extension Details page.
   
4. Click Delete icon [] next to the module you want to delete.
   
5. Click Ok.
   

Any changes will only take effect after you re-publish your extension. ( See Publishing your extension  for more information.) Once you've republished it, new users who install your extension will automatically have the most recent version. Existing users will have to update the extension.

 Manage custom fields

Fields can vary dramatically across different industries, businesses and workflow styles, so customization is crucial when building an effective CRM system. Native Extensions allow you to add new fields both to Zoho's standard modules as well as to custom modules you've created specifically for the industry. When a user installs your extension, these new fields will be added to their Zoho CRM account.

Although you can change the name of your custom fields, you cannot change field type(eg. Text, Integer, Date, etc.). For instance, if you create a text field, you cannot later convert it to an integer field.

Add a custom field

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension in which the new field has to be created and click Edit.
   
3. Click Customize in the left pane select the Fields tab.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. In the Create Custom Field page, select the Field Type and fill in any necessary Field Details. (See Overview of Field Types above for more information). 
   
6. Click Save
   

When creating a new field in either the Leads or Quotes modules an option will appear asking if you'd like to create the same field in related modules (related modules for Leads: Accounts, Contacts, and Potentials; related modules for Quotes: Sales orders, and Invoices). Choose this option if you would like the new field data to be available at later stages of the sales process.

Edit a custom field

As you refine how your CRM system works, you may need to make changes to your custom fields. Once a field has been created, you are able to edit certain Field Details, but not the data type. For example: an Integer field cannot be changed into a Currency field. In order change the data type, you must create a new custom field.

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension containing the field you wish to change and click Edit.
   
3. Click Customize in the left pane and then select the Fields tab in the Customizations page.
   
4. Select which module the custom field is in from the dropdown list.
   
5. Click Edit icon [ ] next to the custom field.
   
6. Make any necessary changes and click Save.
   

You can change the character length for Currency fields, Text fields, Integer fields, Decimal fields, Phone fields, Long Integer fields and URL fields. (See Overview of Field Types  above for more information on Field Details.)

Delete a custom field

1. To delete custom fields
   
2. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
3. Select the extension that contains the fields to delete and click Edit.
   
4. Click Customize in the left pane, then click Fields tab in the Customization page.
   
5. Select the module containing the custom field to be deleted from the drop-down list box.
   
6. Click Delete icon [] corresponding to the custom field you would like to remove.
   A confirmation pop-up will appear.
7. Read the instructions and then click OK to delete the field.
   

Create a currency field

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension to receive the custom currency field and click Edit.
   
3. Click Customize in the left pane and select click Fields tab in the Customization page.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. Select Currency from the Field Type list.
   
6. Fill in these details in the Field Details section:
   
7. Label: Choose a name for your custom field.
   
8. Section Name: Define where the field will be displayed.
   

1. Length: Specify the maximum number of digits. 
   
2. Rounding option: Choose the rounding technique you prefer.
   
3. Precision: Choose the number of digits to which the output should be rounded off. ( This option appears for all rounding options except Normal).
   
4. Decimal Places: Set the number of decimal places you require.
   
5. Click Save.
   

Add pick list values

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension to receive the custom currency field and click Edit.
   
3. Click Customize in the left pane and select click Fields tab in the Customization page.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. Select Pick list from the Field Type list.
   
6. Fill in the Field Details that are associated with picklists. (See Overview of Field Types above for more information on Field Details.). 
   
7. Click Save.
   

Add multi-select pick list values

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension to receive the custom currency field and click Edit.
   
3. Click Customize in the left pane and select click Fields tab in the Customization page.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. Select Multi-select Pick List from the Field Type list.
   
6. Fill in the Field Details that are associated with multi-select pick lists. (See Overview of Field Types  above for more information on Field Details.). 
   
7. Click Save.
   

Create lookup field

1. Parent Account - Member Accounts (Doing business with Head Quarter Company and multiple divisions within the company)
   
2. Contact - Member Contacts
   
3. Case - Sub Case
   
4. Potential - Part Payment
   
5. Product - Part Products
   
6. Solution - Related Solutions
   

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension to receive the custom currency field and click Edit.
   
3. Click Customize in the left pane and select click Fields tab in the Customization page.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. Select Lookup from the Field Type list.
   
6. In the Field Details section, fill in the following details:
   
1. Label: Enter a name for the lookup field. (Eg. Interested Products.)
   
2. Lookup Type: Select a module from the Lookup Type drop-down. This is the module with which the relationship will be established.(Eg. Products. The lookup field will list all the products)
   
3. Related List Label: This is the name of the related list that will be available in the Record Details page of the Look up module.(Eg. Interested Leads. A related list will be created for the records in the Products module.)
   
7. Click Save.
   

Create auto number field

1. Click Extensions for Zoho CRM in the Zoho Developer console homepage.
   
2. Select the extension to receive the custom currency field and click Edit.
   
3. Click Customize in the left pane and select click Fields tab in the Customization page.
   
4. Select the module from the drop-downlist box and click New Custom Field.
   
5. Select Auto Number from the Field Type list.
   
6. In the Field Details section, do the following:
   
1. Label: Enter a name for the  field. 
   
2. Section Name: Select the section from the drop-down list where the field will be displayed.
   
3. Enter the Prefix, Starting Number and the Suffix for the auto number value.
7. Click Save.