Tutorial – Reorganize Zoho CRM Tabs


Although Zoho CRM includes 18 different modules (Contacts, Accounts, Invoices, etc.) it’s possible that some may not be relevant to your business. Tabs (a/k/a Modules) can be repositioned or removed from the tab bar in any Zoho CRM edition; you’ll need administrator privileges to make the change. Here are the steps to reorganize your tabs. Go to Setup > Customize > Select Modules Click the Manage Modules Button. Select the […]

Read more »

Zoho CRM Tutorial – Send birthday greetings

[Edition Requirement: Zoho Enterprise] Here’s a quick tutorial on how to send annual birthday greetings (or warranty renewals, or anniversary wishes, or . . .?).  Have your email template set up and ready to go, then: Go to Setup > Automation > Workflow | Create Rule  Enter the basic information:     Click Next, then select a date field value as the “Execute based on” type. This expands the dialog so that you […]

Read more »

Tutorial – Rename Zoho CRM Tabs

Rename Modules

Did you know you can rename Zoho CRM Tabs (a/k/a modules)? The module will still work the same, only now it uses the terms that are familiar to your staff. This feature is useful to align the database system to your business process. Some examples are: Rename Accounts to Companies Rename Potentials to Opportunities Rename Cases to Services. Tabs can be renamed in any edition; you’ll need administrator privileges to make the change. […]

Read more »

Zoho Survey: A Shiny New Tool in the Zoho Toolkit

Zoho Survey Rounds out the Zoho Toolkit

Zoho Corp. has added another app to it’s ever-growing roster of SMB tools, Zoho Survey. I’ve been a devoted SurveyMonkey user for some time and I was skeptical that Zoho’s survey tool could be as feature-rich or as user-friendly. Except for a couple of quibbles, I’m duly impressed. Here are some of the features that I particularly like: Nice interface: Surveys are easy to build, and look great. Comprehensive: There’s a broad variety […]

Read more »