Zoho CRM too complicated? Six documented ways to simplify it
A CRM feels complicated when every user sees everything. Zoho gives you several documented ways to show each person only what they need. 1. Give different teams different layouts Page layouts let one module support different processes, each with its own fields, sections and pick-list values. You assign layouts to profiles and set a default per profile. It needs the Module Customization…
Zoho CRM can feel overwhelming if all users see the same information. The platform provides several documented methods to customize the user experience.
Firstly, different teams can have distinct page layouts. These layouts allow each module to support multiple processes, each with its own set of fields, sections and drop-down options. Assigning a layout to a profile and setting a default per profile is necessary, but it requires the Module Customization permission.
Secondly, layout rules let you show or hide fields, sections and subforms based on the values entered elsewhere. You can also set mandatory fields depending on other field values. However, they don't remove fields from the layout and don't apply to imported, web-form or lead-convert records.
Thirdly, you can control field visibility per profile. For each field, you can set Read and Write, Read Only, or Don't Show for a specific profile. Zoho clarifies that Don't Show blocks users from viewing or editing the field, not deleting it.
Fourthly, selecting the appropriate fields as mandatory in different layouts can ensure that users only see the information they need. Extra mandatory fields can lead to unnecessary data input.
Fifthly, users with the Manage Custom Views permission can create views with specific criteria, chosen columns, and sharing options. It's recommended to have fewer than ten columns to prevent horizontal scrolling.
Lastly, Kanban and Canvas views can be used for a more visual representation of records. A Kanban view groups cards based on a field like lead status or deal stage, while a Canvas view offers customizable presentations in list, tile or table layouts.
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