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Revamp Your Zoho CRM
Zoho CRM is one of the most popular customer relationship management (CRM) software. It helps organizations to manage and maintain customer data efficiently. However, the system’s default layout may not suit specific business requirements. In such cases, organizations may need to change the system-defined layout for contacts in Zoho CRM. This article will provide you with a detailed guide on how to do that.
The Importance of Customizing Contacts Layout
Customizing the layout of contacts in Zoho CRM is important because it helps organizations to view and access data that is specific to their business requirements quickly. Configuring the system-defined layout can only give limited customizations, while creating a personalized layout can provide full control over what information is displayed or hidden.
With a customized contact layout, an organization can get an overview of its customers’ accounts, contact information, lead status, and any other important data vital to that organization. As a result, businesses can keep everything organized and make informed decisions.
Before You Begin
Before customizing the system-defined layout for contacts in Zoho CRM, you should ensure that you have administrative privileges to make changes in the CRM. Also, ensure that you have all the necessary information about your business requirements to tailor the contact layout accordingly.
Steps to Change System Defined Layout for Contacts in Zoho CRM
| Steps | Description |
|---|---|
| Step 1 | Go to the Contacts module and click on “Settings.” |
| Step 2 | Select “Customize” from the dropdown menu. |
| Step 3 | Click on “Layouts.” |
| Step 4 | Click on the “Edit” button next to the “Contact Information” layout. |
| Step 5 | Use the drag-and-drop builder to add or remove fields according to your requirements. |
| Step 6 | Click on the “Save” button to save the changes. |
Frequently Asked Questions
How many layouts can I create in Zoho CRM?
You can create multiple layouts in Zoho CRM depending on your business requirements.
Can I revert my changes to the default layout?
Yes, you can revert to the default layout at any time.
What kind of fields can I add to the layout?
You can add various kinds of text, numeric, and date fields to the layout. You can also choose to add related lists, subforms, and modules if required.
Can I customize layouts for other modules?
Yes, you can customize layouts for other modules like Leads, Accounts, Deals, and more.
Is it possible to customize layouts for different teams?
Yes, it is possible to customize layouts for different teams or departments.
Is it possible to create a custom layout for a specific user?
Yes, you can create a custom layout for a specific user by cloning an existing layout and making changes accordingly.
Can I customize the layout according to different stages of a deal?
Yes, you can customize the layout according to different stages, which is also known as the Sales Path.
How do I ensure that the changes are reflected in other modules?
The changes made in the layouts will automatically reflect in other modules like Accounts, Deals, etc., that are linked to the Contacts module.
Can I apply different layout changes for different record types?
Yes, you can apply different layout changes for different record types in Zoho CRM.
Can I apply conditional formatting to my custom layout?
Yes, you can apply conditional formatting to the fields in your custom layout to highlight specific data based on criteria.
How do I make sure that the layout changes are applied to all users?
The layout changes are applied to all users with access to the module, and you don’t need to make any additional changes for each user.
Can I apply the custom layout to a specific group of contacts?
Yes, you can apply the custom layout to a specific group of contacts based on criteria like location, product, or any other condition you might have.
How do I delete a custom layout?
You can delete a custom layout by going to the layout settings and selecting the “Delete” option.
Conclusion: Your Business, Your Layout
Customizing the contacts layout in Zoho CRM to your business needs can save you time and help you make informed decisions. By following the steps outlined above, you can make the necessary adjustments to the system-defined layout and add or remove fields as required.
We hope this article has been helpful and that you have a better understanding of how to change the system-defined layout for contacts in Zoho CRM. Start creating your custom layout today and take your CRM experience to the next level.
Disclaimer:
The information provided in this article is accurate to the best of our knowledge at the time of writing. However, Zoho CRM updates its software regularly, and some instructions may become outdated over time. Please refer to the official Zoho CRM documentation for the latest and most up-to-date instructions.
