Copying Customization

Copying Customization

Bigger organizations with multiple branches or services may require multiple CRM accounts to operate across the org. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account individually. Zoho CRM comes with a solution to this problem in the form of Copy Customization. This feature allows users to duplicate the custom settings of one CRM account into another account.



Availability
Permission Required
Users with the Administrator profile can access this feature.


Note
  1. Copy Customization requires having both the user accounts with same Edition. For example, you cannot copy the customizations from Professional Edition to Enterprise Edition. Both account A and B should have the same Paid Edition. Account B can also be the Trial Version of the Paid Edition.
  2. The source and destination CRM accounts must be present in the same DC.
  3. The source account should not have a company logo in the template while copying the customization.
  4. You need the User ID (email address) of the CRM account to which the customization needs to be copied.
  5. The destination account must be a new one. Copy customization does not work for older CRM accounts.
  6. When you deploy the Copy Customization feature to clone your custom settings from a Source Account to a Target Account, it is important to note that you must be logged into the Target account before confirming the Copy Customization process (received by email in the Target Account's registered email id).
    If you are not logged into the said account, you will receive an error alert stating that the 'Page cannot be accessed'. 

Business Benefits

  • Helps focus on specific business issues within an industry.
  • Saves time in deploying a fully functional CRM system for several users.

Target Audience

  • Umbrella brands
  • Entrepreneurs

Process Copy Customization

The Copy Customization feature helps organizations get the same custom settings across all their CRM accounts with reduced effort and time. The Zoho CRM user will need to specify the User ID (email address) of the CRM account to which the customization needs to be copied. With this feature, you can copy the various customizations that include Fields, Sections, Page Layouts, Tabs, Custom Reports, Email & Inventory Templates, and Logos.

To process copy customization

  1. Go to Setup > Customization > Copy Customization.
  2. In the Copy Customization page, specify the User Email (email address) of the CRM account to which the customization needs to be copied.
  3. Click Copy.
    An email will be sent to the Super Administrator of the target account. The Copy Customization scheduler starts only after the customer (Super Administrator) confirms the process.
Note
  1. You can use the Copy Customization feature to copy system-level configurations to the target accounts.
  2. The account to which you are copying the customizations, should not have any customizations of its own.
  3. This is a one-time process and you cannot process "Copy Customization" a second time for the same customer.
  4. Copy Customization requires that both the user accounts are of the same Edition.

The following table lists out the customizations that will be copied to the target account and the ones that will not be.

Customizations that will be copied
Customizations that will not be copied
  • Tabs 
  • Tab groups 
  • Webtabs
  • Roles and profile
  • Module customizations
  • Layouts 
  • Layout rules
  • Convert mappings (Leads and Quotes)
  • Field Mappings
  • Potential stage
  • Case escalations
  • Business hours, shift hours, and holidays
  • Fiscal year
  • Forecast settings
  • Territories
  • Groups
  • Company Logo
  • Email Templates
  • Inventory Templates
  • Reports
  • Contact Roles
  • Workflow rules 
  • Workflow Actions - All
  • Approval process
  • Blueprints
  • Custom Links
  • Custom Views
  • Canvas Views
  • Schedules
  • Data sharing rules
  • Scoring Rules
  • Mail MergeTemplates
  • Themes
  • Product tax rates
  • Campaign integration
  • Campaign member status
  • Functions (Deluge)
  • Widgets
  • CRM variables
  • Wizards
  • Auto Responder
  • Assignment rules
  • Custom buttons
  • Dashboards
  • Webforms
  • Report Schedulers
  • Locale, Timezone
  • Multiple currencies
Note
  1. The values present in the fields will not be copied from the source to the destination account.

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