There are many ways in which you can customize Zoho CRM to allow access to different information depending on the user and what the do. Profiles, roles, data sharing settings, territories, module layouts… So many ways to customize! Sometimes it can seem a little overwhelming, both as a user and as an administrator. Zoho CRM Tab Groups are one easy way to keep your team focused and on track!
How Do I Create Zoho CRM Tab Groups?
Creating tab groups are great for organizing your team’s modules to just what they need. Why scroll through and search for the module tab you need when you can have it at your fingertips? And as we all know there is a limited amount of space in the top menu bar, so it can get frustrating. Zoho CRM Tab Groups need to be assigned to profiles and can be easily modified any time. You can also assign a profile to multiple tab groups so those users can toggle between them. Let’s look at how to set up Zoho CRM Tab Groups.
Go to settings > customization > modules and fields. Click on Tab Groups in the top center then on + New Tab Group. Give your grouping an easily identifiable name, such as Interns. Use the select boxes to the left of each module name, noting top to bottom will be displayed left to right. Add the profiles assigned to the tab group, save, and you are finished!
To toggle between different groupings, simply click on the drop down in the top left of any screen – mine is currently All Tabs – you can see the different options that are available to you. If you are an administrator, you can also choose to manage or create tab groups here.
Now that you’ve seen how easy it is, there is no reason why you wouldn’t want to implement Tab Groups for your Zoho CRM users!
Check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at info@marksgroup.net with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!
