Tabs represent the different modules that are offered in the Zoho CRM.
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
privileges can do the customization. Note that, in the Free Edition, the
Inventory modules (Products, Quotes, Purchase Orders, etc.) will not be
available.
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, so these modules can be hidden. You can also change the
order of the modules by moving them up or down on the list.
Profile Permission Required: Users with the
Administrator profile can access this feature.
To organize tabs
1. Log
in to Zoho CRM with administrative privileges.
2. Go to Setup > Customization > Modules and
Fields.
3. In the List of Modules page, click Organize Modules.
5. Click Save.
Note:
· The Home tab cannot be hidden.
· Irrespective of the profiles, hidden modules are
not displayed to any user.
Zoho CRM provides an option to rename tab names
according to the industry-specific terminologies. For example, the “Leads” tab
can be renamed to “Candidates” in an educational institute. Users with
Administrator privileges can change the tab names. These changes are reflected
in all the standard pages of the user interface except for custom reports and
dashboards.
Profile Permission Required: Users with the
Administrator profile can access this feature.
The table below displays the industry specific tab
names comparing them to the standard Zoho CRM tabs:
Zoho CRM | Ad Agency | IT Firm | School |
Leads | Leads | Leads | Candidates |
Accounts | Clients | Accounts | Parents |
Contacts | Advertisers | Contacts | Students |
Products | Media Type | Services | Courses |
To rename tabs
1. Log
in to Zoho CRM with administrative privileges.
2. Go to Setup > Customization > Modules and Fields.
3. Move
the mouse pointer to the module that you want to rename.
4. Click on the More icon, and then click Rename.
5. Enter the singular and plural forms
of the module's name in the respective text boxes.
6. Select
the profile(s). Users in the selected profiles will have access to the module.
7. Click Save.
Note:
· New tab names will not be reflected on the Page
Layout, Reports, and Dashboards modules. Standard names are always displayed.
· All the fields' names will also change according
to the new name. For example, if you change the "Account" tab to
"Client", the "Account Name" field will be changed to
"Client Name".
· If you change a tab name to plural form with the
suffix "-ies", 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, eg: Leads vs. Lead.
The different departments in your organization may
use different modules (tabs) in Zoho CRM. Tab groups let you organize the tabs
available in your Zoho CRM account. You can group the Sales, Marketing, Support
and Inventory related tabs and share the tab groups with users of the
corresponding profiles in CRM.
For
instance, the Sales group may use only the Leads, Contacts, Accounts,Potentials, Reports and Dashboards tabs.
So you can create a Sales Tabs group and provide accessibility only to the
Sales profile. Please note that the users will be able to access the tabs in a
Tab Group based on the Module-level Permissions in their profile.
Profile Permission Required: Users with the
Administrator profile can create tab groups.
To create tab groups
1. Go to Setup > Customization > Modules and Fields > Tab Groups.
2. Click Create Tab Group.
a. Enter
a Name for
the tab group
4. Click Save.
Note:
· Enterprise edition users can create a maximum of
25 tab groups with any number of tabs in each group. Check Availability
and Limits to know more.
· For a given profile, only the tabs in the tab
group will be accessible. The users will be able to access the tabs in a group
based on the Module-level Permissions in their profile.
· The tab groups that you create can be deleted.
Go to Setup
> Customization > Modules and Fields > TabGroups and
click on the Delete icon
for the corresponding tab group that you want to delete.