Tabs represent the different modules that are offered in the Zoho CRM. By default there are 18 modules, each representing a set of functions. You can customize the Zoho CRM user interface according to your organization-wide business (sales, marketing, support, and inventory management) process. These tab settings are organization specific and so only Users with Administrator privilege can do the customization. The customization include:
- Organize Tabs
- Rename Tabs
Organize Tabs
Edition
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Enterprise
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Professional
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Free
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Availability
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YES
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YES
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YES
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The option to organize tabs allows organizations to display only the relevant number of modules and hide the unwanted ones. For instance, an educational organization using Zoho CRM might not require the Quotes or Invoices – this can be rather hidden. You can also change the order of the modules by moving them up or down the list.
To Organize Tabs
- Log in to Zoho CRM with Administrator privileges.
- Click on the Setup > Tab Settings > Organize Tabs.
- In the Organize Tabs page, use the horizontal arrows to select/deselect the tabs and use the vertical arrows to organize the tabs order.
- Click on Save.
Note:
- Home tab cannot be hidden.
- Irrespective of profiles, hidden modules are not displayed to any users.
Rename Tabs
Edition
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Enterprise
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Professional
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Free
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Availability
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YES
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YES
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YES
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The Zoho CRM system provides an option to rename the standard tab names according to industry-specific terminologies. For instance, the “Leads” tab might be renamed to “Candidates” in an educational institute. Users with Administrator privileges can change the tab names. These changes are reflected in the all the standard pages of the user interface except for custom reports and dashboards.
The below image displays the industry specific tab names against the standard Zoho CRM tabs:
To Rename Tabs
- Log in to Zoho CRM with Administrator privileges.
- Click on the Setup > Tab Settings > Rename Tabs.
- In the Rename Tabs page, click on Edit for the tab name to be changed.
- In the Change Tab Name page, specify the name in New Tab Name field.
- Click Save.
Note:
- New tab names will not be reflected on Page Layout, Reports, and Dashboards modules. Always standard names are displayed.
- All the fields' names will also change according to the new name. For example, if you change "Account" tab to "Client", the "Account Name" field will be changed to "Client Name".
- If you change a tab name to plural form with suffix "-ies" (last three characters - right to left), the singular form will be suffixed with "y". For example, If you change "Potentials" to "Opportunities", in all the places the singular form of "Potential" is changed to "Opportunity".
- While changing the tab name you can add singular and plural names for the tab. Ex: Leads vs. Lead.
Related Links
Company Details | Page-level Customization | Field-level Customization
