Customization
FAQs: Page layouts
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 ...
FAQs : Web Tabs
What is the purpose of using web tabs? Web tabs can be used to access web pages, web applications and Zoho Creator applications inside Zoho CRM. These tabs can be viewed by Zoho CRM users across the organization. Related Link Managing Web Tabs Who ...
FAQs : Field Customization
How can I create a Formula number field with the 'If, Else' statement? Currently, you can't create a Formula number field with the 'If, Else' statement. You can only create a formula field using the IF condition. However, you can also achieve the If, ...
FAQs: Related Lists
What are Related Lists? The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists. Can I sort ...
FAQs: Modules
What is a 'module' in Zoho CRM? Modules are categories of data in the CRM. Consider the rows and columns of a spreadsheet. A CRM module is analogous to a column in a spreadsheet. Let's take an NGO for example. NGOs maintain details of prospective ...
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: Click Home tab. In the ...
FAQs: Kiosk Studio
How is Kiosk Studio different from Blueprint, Wizards, CommandCenter, and Cadences? The fundamental distinction lies in the Kiosk Studio's ability to construct tailored UI screens featuring custom inputs—fields not necessarily confined to your ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...