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Customization

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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. Based on the organization's requirement, user(s) with Administrative privilege can implement Zoho CRM customization.


 


Home Tab Customization
Personalize your Home tab by adding components and rearranging them.
Add Components | Change to Customizable Mode 

Tab Settings

Customize the tabs by renaming them, hide unwanted tabs and create web tabs of your own.
Organize Tabs | Rename Tabs | Manage Web Tabs | Tab Groups


Page-level Customization

Customize page layouts & columns available in the related list items and create custom views to filter records.
Customize Page Layout | Organize Page Details | Related Lists | Search Layout Manage List View | Add Photo | Business Card View | Add Links 


Field-level Customization

Create custom fields, formula fields and hide unwanted fields.
Standard Fields | Custom Fields | Formula Fields Special Fields









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