Add Components

Add Components

In the Home tab, you can add up to 5 components. Each component will list data from the various others modules like the Leads, Potentials, Activities, Dashboards etc.

To add components

  1. In the Home tab, click (Customizable option icon).
  2. In the Home tab, click  (Add Component icon). 
  3. In the Add Component pop-up window, do the following:
    • Select a Module from the drop-down list.
    • Specify a Component Name.
    • Select a Column Layout. You can either have a one column or a two column layout.
    • Select the Custom View whose data you want to view in the Home tab.
    • Click Save. 
  4. Click the navigation arrows to view more records. Only 5 records will be listed per page.

Note

  • In the Classic View, you cannot customize the components. The number of records per page can be selected by the user.
  • Based on the Zoho CRM Edition, users can select the records per page.

Customize Column Headings in Components

In the Customizable view, the components that you add in the Home tab can be list views or data in the form of pipelines, pie charts or bar graphs, etc. For the List View components you can easily add, delete and reorder the columns. You need to make the changes for the list view and the same will be applied to the related components in the Home tab also.

To customize column headings

  1. Click the [Module] tab. (For eg. Leads, Contacts, Accounts, etc.)
  2. In the [Module] Home page, select the list view that you want to edit. 
  3. Click the Edit link.
  4. In the Edit View page, select and move the fields to the Available Columns list box. 
    After selecting the columns you can change the order of the columns or remove unnecessary columns from the Selected Columns list box.
  5. Click Save.
    The changes will be applied to the related components in the Home tab.

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