Create A Customized Home Page

Create A Customized Home Page

You can customize the Home page for users based on what you want them to look at once they log into Zoho CRM. You can share this Home page with multiple roles and this will become their default home page, each time they log in to Zoho CRM. They can switch to other views when required.

Permission Required: Customize Zoho CRM Permission in Profile.



Create A Customized Home Page
  1. Go to Setup > Customization > Customize Home Page.
    Alternatively, you can also go to the Home Tab, click the drop-down on the top right corner and select Customize Home Page.
  2. Click New Home Page.


  3. Click Dashboard.
  4. Choose a Dashboard from the drop-down list and select components that you want to add in the Home page.


  5. Click Custom Views.
  6. Choose a Module from the drop-down list and select components to add custom view components.


  7. Resize or move the components around to organize the page once all the required components are added.
  8. Click Save & Share.
  9. In the Edit Properties window, do the following:


    • Specify a name for the customized home page.
    • Choose the roles of the users with which you want to share this page.
    • Add a description.
    • Click Save.

Note

  • Make sure that the customized home page created is activated for them to reflect in the home page of the associated users. Turn-on/off the status icon of the respective customized home page to activate/de-activate.
  • To delete, customize further or edit the properties of a customized home page, hover over the respective customized home page from the list and click on the three dots. You can select and execute the required action from the pop-up.



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