Online Help > Frequesntly Asked Questions (FAQ) > Product Customization - FAQ

Product Customization - FAQ

Tags:  

  1. How to show/hide fields?
  2. How to modify field properties?
  3. How to organize page details?
  4. How to set up fiscal year?
  5. How to customize the related lists?
  6. How to customize the search layout?
  7. How to customize the default view?
  8. How to change the fiscal currency settings?
  9. How to add custom fields?
  10. How to modify pick list values?
  11. How to modify multi-select pick list values?
  12. How to create a lookup field?
  13. How to create auto number field?
  14. How to restore the default components of the home page?

  1. How to change the fields in page layout from 2-column to single-column section?
  2. How to customize tax rates?
  3. How to add standard terms and conditions while printing Invoices, Quotes or Orders?
  4. How to customize primary contact?

How do I add my company logo?

To add your company logo you need to make sure that you have more than one User, refer Add Users.
After you have successfully added a new user, your account is changed to a corporate edition and now you can add your company logo. Follow the below steps to add company logo:
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click on the Setup > Admin Settings > Company Details.
  3. In the Company Details page, click on Edit > Browse for your company logo.
  4. Click Save.
For more details on adding company logo, please refer: Add Company logo

Can I rename the default Zoho CRM tabs?

Yes, you can rename the default tabs as per your company requirement. The below steps will help you rename the tabs.
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click on the Setup > Tab Settings > Rename Tabs.
  3. In the Rename Tabs page, click on Edit for the tab name to be changed.
  4. In the Change Tab Name page, specify the name in New Tab Name field.
  5. Click Save.
For more details on renaming tabs, please refer: Rename Tabs

Is there a way to hide some of the unwanted tabs in Zoho CRM?

Yes, the organize tabs option in Zoho CRM allows you to show or hide tabs as per your requirement. Please follow the below steps to organize tabs:
  1. Log in to Zoho CRM with Administrator privileges.
  2. Click on the Setup > Tab Settings > Organize Tabs.
  3. In the Organize Tabs page, use the horizontal arrows to select/deselect the tabs and use the vertical arrows to organize the tabs order.
  4. Click on Save.
For more details on showing or hiding tabs, please refer: Organize Tabs.

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 a few fields you can follow the below mentioned steps.

To show fields

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click on the Setup > [Module] Settings > Edit Page Layout.
  3. In the Page Layout page, drag and drop the Field label from the Available Field List.
  4. Click Save.

To hide fields

  1. Log in to Zoho CRM with Administrator privileges.
  2. Click on the Setup > [Module] Settings > Edit Page Layout.
  3. In the Page Layout page, click on the Hide "X" button next to the Field label.
  4. Click Save.


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