Web Tabs
Can I revert to the default customizations in Zoho CRM?
No, you cannot. Once the customizations are made in your CRM account, you cannot revert to the default state or original settings.
How can I add a value for the Lead Source field?
Click Setup > Customization > Modules and Fields. Choose the Leads module from the list of modules. In the Leads layout go to the Lead Source field and click More > Edit Properties. Click the Add icon to add a new value. You can also add options ...
Can I remove certain fields that I do not require?
Yes, you can remove the fields that you do not require while creating a record. Follow the steps given below to hide the unwanted fields: Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the ...
Are there any restrictions on the number of custom fields that I can create?
Sorry. This is no longer supported by Zoho CRM. To visit our updated FAQ section, click here.
How do I upload my company's logo?
You can add or change your company's logo by following these steps: Click Setup > General> Company Details. In the Company Details page, click Change below the logo. Under Company Logo, click Browse Local Files and select the logo. Click Save.Note: ...
How to modify pick list values?
To add or modify pick list values, do the following: 1. Log in to Zoho CRM with Administrator privileges. 2. Click Setup > Customization > Modules and Fields. 3. Click the module you want. 4. Under Layouts, click the required layout. 5. Go to the ...
How to organize the Related Lists?
To organize the Related Lists, do the following: Log in to Zoho CRM with Administrator privileges. Click a [Module] tab. Select a record from the list view. In the [Record] Details page, click the Organize [Module] Details link. In the Organize ...
How to create a lookup field?
You can create a lookup field by following these steps. Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the module you want to create the lookup field for from the Modules list view. Drag and ...
Can I notify the lead owner when a new record is assigned?
Yes, you can. While creating a Web-to-Lead form , you must select the Notify Lead Owner check box under Email Notification, so that the corresponding Lead Owner will be notified when a new Lead is created. However, this option is available only in ...
Can I automatically copy the field customizations in various modules?
No. You cannot automatically copy the field customizations in various other modules within your account. You need to manually copy the customizations for similar fields in other modules. Exception: While creating fields for Leads, you have the option ...
What is the purpose of using web tabs?
Web tabs can be used to access web pages, web applications and Zoho Creator applications inside Zoho CRM. These tabs can be viewed by Zoho CRM users across the organization. Related Link Managing Web Tabs
Can I hide tabs from certain users?
Yes, you can hide the tabs from certain users or modules. Here is how you can do it: Click Setup > Users and Control > Security Control. Select the profile you want to hide certain tabs for. To hide tabs from users, simply deselect the particular ...