Zoho CRM
What happens if I delete the web tab?
The web tabs that you create will not be linked to the other modules in Zoho CRM. So, if you delete a web tab, data in the other modules will not be affected.
In the Free Edition, every user I add has the Administrator Profile. How can I change that?
In the Free Edition, only the Administrator profile and CEO role are available. You cannot change the role and profile of the users. You can create profiles and roles only in the Professional, Enterprise Editions and above.
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, Else statement using the If condition. Let's say you want to make sure ...
Why am I unable to copy the custom field values that I created under the address section?
In Zoho CRM, only the values of the default field in the address section can be copied. The custom field values created under the address section cannot be copied. You need to manually enter these values.
The custom fields that I create for leads do not get transferred when I convert the leads to an account. Why?
The custom field values will not be transferred while converting a lead to account, for these reasons: The custom fields have not been created for the Contacts, Accounts and Deals - You need to first create the fields in the Accounts, Contacts and ...
Can I automatically copy the field customizations in various modules?
No. You cannot automatically copy the field customizations between modules within your account. You need to manually copy the customizations for similar fields in other modules. Exception: While creating fields for Leads, you have the option to ...
How to change the fiscal year?
The fiscal year settings help organizations configure their fiscal cycle based on the selected fiscal start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, the Zoho CRM fiscal start month is ...
How to control the number of records to be displayed in a page?
You can control the number of records to be displayed in a page by using the Navigate options. See Also Navigate Records. The total count of the records is also visible at the bottom of the page. Once you hover the mouse over the total count, it will ...
How to set up the fiscal year?
By default, the Zoho CRM fiscal start month is set to January. You can also specify the fiscal year name based on the start or end month. For example, let's say your fiscal year starts in April 2017 and ends in March 2018. If you choose the fiscal ...
How do I upload my company's logo?
You can add or change your company's logo by following these steps: Click Setup > General> Company Details. In the Company Details page, click Change below the logo. Under Company Logo, click Browse Local Files and select the logo. Click Save.Note: ...
How can I change the name format to Last Name and First Name?
By default, the name format is set as <Salutation> <First Name><Last Name> for leads, contacts, and users. To change the name format: 1. Click Setup > Personal Settings > Name Format. 2. In the Name Format section, change the name format by dragging ...
How can I restrict permissions for users with Standard profile?
For users with Standard profiles, you can change only the module-level permissions. Other permissions like import, export, tool permissions, etc. cannot be changed for the default profile (Standard profile). However, you can change the permissions ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to Zoho CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize ...
How to customize Related Lists?
Related Lists are the records associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities and more associated to it. Customizing the related list view allows you to re-order or modify the columns in the ...
Can I customize a Related List section in a Record's Details page? If so, how?
Yes. You can customize a Related List section in a Record's Details page. To do so, follow these steps: Click on the [Module] tab. For eg. Leads. Open a [Module] List Record. Click on the drop down list on top of that related list. Add the columns ...
How do I change the default value for a picklist field?
You can change the default value for a picklist field by editing the picklist field. Follow these steps to edit the picklist field: Click Setup > Customization > Modules. Select the desired module from the Module List View. Say Leads. Click ...
Can I change the data type for the custom field that I already created?
No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.
Can I notify the lead owner when a new record is assigned?
Yes, you can. While creating a Web-to-Lead form , you must select the Notify Lead Owner check box under Email Notification, so that the corresponding Lead Owner will be notified when a new Lead is created. However, this option is available only in ...
Can I hide some of the unwanted tabs in Zoho CRM?
Yes, in Zoho CRM you can show or hide tabs as per your requirement. Follow the steps given below to organize tabs: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. In the List of Modules page, ...
How to show or hide fields in Zoho CRM?
By default, all the standard fields are displayed in each module's page layout. However, to show or hide fields you can follow the steps given below: To show fields Log in to Zoho CRM with Administrator privileges. ...
How to customize the search layout?
To customize search layout, follow these steps: Log in to Zoho CRM with Administrator privileges. 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 ...
How to change the default custom view in a module's home page?
The modules in Zoho CRM have a default custom view. For example, when you click on the Leads tab, you may see the records listed under My Leads list view. You can change this view and set the default view as All Open Leads. To change the list view, ...
How to create a lookup field?
You can create a lookup field by following these steps. Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the module you want to create the lookup field for from the Modules list view. Drag and ...
How do I create an auto number field?
You can create an auto number field by following these steps: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the Module from the Modules list view. Drag and drop the Auto Number field type ...
How can I add custom fields?
You can add custom fields and capture information specific to your business requirements by following the steps below: Log in to Zoho CRM with Administrator's privilege. Click Setup > Customization > Modules and Fields. Select the Module from the ...
Can I rename the default fields available in Zoho CRM?
No. The default fields (system defined fields) cannot be renamed in Zoho CRM. However, you can hide the unwanted fields and create custom fields as per your requirements. Related Links Can I remove certain fields that I do not require? How can I add ...
Can I change the Zoho Creator application that I access through the web tab?
Yes, as an administrator, you can always edit the web tab details and change the link to give access to different Zoho Creator applications.
Can I hide tabs from certain users?
Yes, you can hide the tabs from certain users or modules. Here is how you can do it: Click Setup > Users and Control > Security Control. Select the profile you want to hide certain tabs for. To hide tabs from users, simply deselect the particular ...
How do I sort my contacts alphabetically by their last name?
By default, records are sorted by the time of record creation. In order to sort the contacts alphabetically by their last name, you have to change the name format order to Salutation, Last Name and First Name. Then you can click on the Contact ...
Can I remove certain fields that I do not require?
Yes, you can remove the fields that you do not require while creating a record. Follow the steps given below to hide the unwanted fields: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the ...
How can I change the picklist values?
You can change the picklist values in these ways: Edit the values - When you edit the value(s), they are not automatically updated in the records where they are used. You need to individually select the records and update the picklist field. Replace ...
Can I automatically copy the field customizations in various modules?
No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules. Exception: While creating fields for Leads, you have the option ...
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 Home page, click the Add Component link. In the Add ...
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 ...
Why am I not able to add some third-party sites in Web Tabs?
There are websites that you may not be able to add in the web tab. These websites restrict their content from loading inside other websites to avoid clickjacking attacks. They use the X-Frame-Options HTTP response header to indicate whether or not a ...
Can I use the Creator applications that are shared with me?
You can only use the Creator applications that are shared with you if the owner of the application has given you permission to access them. Once you have the permission, you can use the applications in the Web tab that you've created in Zoho CRM.
How many web tabs can I create?
You can create a maximum of 25 web tabs in the Enterprise and CRM Plus Editions, and a maximum of 50 in the Ultimate Edition. Note: Web tabs are only available for the Enterprise Editions and above.
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
How to change my language, time zone, and date & time formats?
You can change your language, time zone, date and time format and country from the Zoho CRM - Account Settings section. Based on the country locale that you select, the date format will be set automatically in your account. Follow these steps to ...
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 ...
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