Customization
Manage list view
Standard List Views In the <Module> Home page, you can select the required list view from the View drop-down list. You can only rearrange the order of the columns or add more columns to the standard view modes. Some of the standard list views are: ...
Add/Delete Links
Add Links To add links Click Setup > Customization > Links. In the Links page, select the module from the drop-down list. Click Create Link. In the Create Link page, do the following: Enter a name for the link in the Label text box. The label should ...
Custom Buttons
To create a custom button Go to Setup > Customization > Links & Buttons. In the Links & Buttons page, click Create New Button. In the Create Your Button page, do the following: Choose the module where you want to create a custom button. For easy ...
Business Card View
Select Fields for Business Card To select fields for Business Card View Click the [Module] tab and select a record from the list view. In the Record Details page, point the cursor to a field in the Business Card View. Click the arrow and select the ...
Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...
Inventory Templates
Inventory Modules You can select the following primary modules and create templates by linking with other secondary modules: Quotes: Quotes, Products, Users, Organization, Accounts, Contacts, and Potentials. Purchase Orders: Purchase Orders, ...
Email Templates
You can create Email templates for sending Emails to the customers (leads and contacts), and CRM users within your organization. See Also Unsubscribe Form To create an email template Click Setup > Templates > Email Template. In the Email ...
Organize Modules
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 CRM might not require the Quotes or Invoices, so these modules can be hidden. ...
Set Module Permissions
Click the Module Settings icon and select Module Permission from the drop-down menu. In the Module Permissions-[Module] popup, select the profiles that should have access to the new module. Click Save. You can also edit the Module Permissions at a ...
Design Module Layout
You can rearrange fields and sections by a simple drag and drop action. You can also change the column-layout of sections. Click the Section Settings icon and select between single column or double column layouts for the section as required. To ...
Special Fields
Customize Terms & Conditions This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes and Orders. Availability Profile Permission Required: Users with the Field-level Access permission can access ...
Formula Fields
A formula field is made up of three elements: Functions, Arguments and Operators. A Function expresses the dependence between two quantities, one of which is input and the other which is output. In other words, function performs a specific operation ...
Custom Fields
For almost all of the fields that you create, you need to specify the following: Label: Specify a name for the field. Field Properties: Specify properties of the field such as description, field values and so on. Other specifications required for ...
Add New Fields
To add a new field From the New Fields Tray on the left, drag and drop the fields you require in the section. Note There is a limit to the total number of fields that you can create in your account and also a limit to the type of fields that you ...
Preview Module
A preview of the module is available that helps you get a quick idea of what the module will look like to users in each profile. All you have to do is select the user profile to check out the preview. Based on the preview, you can modify permissions ...
Edit/Delete a Module
To edit a module (standard module or a user generated module) Click Setup > Customization > Modules. From the list of modules under the Modules tab, click the desired module. You will be taken to the Module Editor page where you can edit the module ...
Create a Module
Create a Module Log in to CRM with Administrator privileges. Click Setup > Customization > Modules. Under the Modules tab, click Create New Module. Click the Edit icon in the module's name header and enter a new name for the module. Enter a ...
Change Customizable Mode
Under the Home tab, you can either set the Classic mode or the Customizable mode where you add up to 5 components and rearrange them to suit your needs. To change to Classic or Customizable Mode In the Home tab, click the Customizable option icon. ...
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 In the Home tab, click (Customizable option icon). In ...
Adding Photo
You can add a photo of your contacts and leads in your CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...
Search Layout
The Search Layout helps you customize the field values that you want to view in search results. For example, when you search leads by name, you may want to view the values from the email, phone, lead type and lead source fields. You can select just ...
Related Lists
The Related Lists are the records that are associated to the parent record. For example, an Account has Contacts, Potentials, Notes, Open Activities, etc., associated to it. These associated records are the Related Lists. Customizing the related list ...
Organize Page Details
The option to Organize Page details, is available in each module and helps to change the order of the related list views. Additionally, you can show or hide some of the related lists as per your organization's requirement using this feature. To ...
Group Tabs
The different departments in your organization may use different modules (tabs) in CRM. Tab groups let you organize the tabs available in your CRM account. You can group the Sales, Marketing, Support and Inventory related tabs and share the tab ...
Managing Web Tabs
Activate Web Tabs Using the Web Tabs functionality you can create web tabs and access web applications or Creator applications through it. By default, only users with Administrator privilege can create, edit or delete web tabs. However, you can ...