Online Help > Administrator Manual > Customizing Zoho CRM

Customizing Zoho CRM

Tags:  

Customizing Zoho CRM is the most powerful way of achieving a successful organization- specific Customer Relationship Management system. One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do so, thus enabling a realistic and a holistic approach to CRM.

product-customization

Based on the organization's requirement, user(s) with Administrator privilege can implement Zoho CRM customization.
The specific operational procedures for customization are explained below.

company-details

Company Details
Personalize Logo | Currency Settings | Fiscal Year | Primary Contact

Tab Settings
Organize Tabs | Rename Tabs

page-customization

Page-level Customization
Customize Page Layout | Organize Page details | Related Lists | Search Layout | Custom View

field-level-customization

Field-level Customization
Standard Fields | Custom Fields | Formula Fields New | Special Fields

Frequently Asked Questions




 RSS of this page


New to Zoho CRM?  Sign up for Free!  or Request a Demo
 
© 2009, Zoho Corp. All rights reserved.