Page level Customization

Table of Contents  [ Hide]

Customize Page Layout
Show/hide fields
Add/modify sections
Modify field properties
Organize Page Details
Customize Related Lists
Customize Search Layout
Customize View Settings
Related Links

Page-level customization is one of the important functions that allow CRM administrators to define the organization-specific requirements within each module. Ideally, this should be completed before rolling out the CRM system for the organization. The page-level customization includes:

• Customize Page Layout
• Organize Page Details
• Customize Related Lists
• Customize Search Layout
• Customize View Settings

Customize Page Layout

Customizing the page layout allows to arrange, show/hide and order fields within the module page. The drag and drop option enables easy customization of the following operations in the page layout:

Show/hide fields

By default all the standard fields (Refer Field-level Customization) are displayed in each module page layout. You can hide some of the standard fields, add new custom fields to the pages and move fields from one section to other section.

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.

Add/modify sections

Sections help in combining certain type of fields within a particular topic. By default there are some sections available in each module. You can add, modify or delete these sections based on an organization's requirements.

To add section

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 Create Section.
4. In the section pop up box, Add Name for the new section, select the Tab Order, click on OK.
5. Click Save.

To modify section

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 Edit (on the section label).
4. Modify Name and /or Tab Order, click on OK.
5. Click Save.

Note:

• Selecting "Left --> Right" in the Tab Order creates fields in two columns.
• Selecting "Top --> Bottom" in the Tab Order creates fields across the full length of the row.

Modify field properties

The field property allows changing the fields to mandatory or optional (read-only). But you cannot change the property of the standard mandatory fields (For example, Company name in Leads module is a mandatory field. You cannot change the Company field to read-only). 

To modify field property

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 Edit (on the field label).
4. In the field pop-up box, click on the Check box to make it mandatory / not a mandatory field.
5. Click OK > Save.

Organize Page Details

The option to Organize Page details, available in each module, helps to change the order of the related list views and show/hide some of the related lists as per organization's requirement.

To organize page details

1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup > [Module] Settings > Organize [Module] Details.
3. In the Organize [Module] Details page, choose the options from the Unselected List.
4. Move the selected options to the Selected List.
5. Change the order of the Related List as per requirement.
6. Click Save.

Customize Related Lists

The Related Lists provide a 360 degree of each module and the related records. Customizing the related list view allow to re-order or add the properties in the related list view of the module. This helps putting in place all the required fields and related information, thus enabling an all round view of the module.

To Customize Related Lists

1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup > Tab Settings > Related List Columns.
3. In the Related List Columns page, select the module from the Modules List.
4. Choose the options from the Available Columns that you want to be displayed in the Related List.
5. Move the selected options to the Selected Columns list.
6. Click Save.

Note:

• Company defined mandatory fields cannot be removed from the Related List columns.

Customize Search Layout

Every module in Zoho CRM has a search option with some standard fields. These are used to search data within the particular module. However, based on an organization’s requirement, the search criteria can be customized by enabling additional fields in the search layout or selecting from the list of available fields within the module.

To Customize Search Layout

1. Log in to Zoho CRM with Administrator privileges.
2. Click on the Setup > Tab Settings > Search Layout.
3. In the Search Layout page, select the module from the Modules List.
4. In the Fields List section, edit the list and select the fields (check-box) to be considered for search.
5. Click Save.

Note:

• You can choose maximum of 6 search criteria fields for global search option within a module.

Customize View Settings

This option enables customizing the default view for the modules depending on individual user’s choice. Once the default view is customized, the new chosen view becomes the default view displayed whenever the module is accessed. For instance, the default view for Leads module could be “All Open Leads”.

To Customize View Settings

1. Click on the Setup.
2. In the Setup Home page, click [Module] Settings > Custom View Settings.
3. In the Custom View Settings page, click on the New View drop-down list.
4. Click Save.

Note:

• The custom view in every module displays the last selected view settings.

Related Links

 Company Details | Tab Settings | Field-level Customization