Month: March 2021

Choosing your ideal keyboard

Keyboards come with different options, from joint-friendly ergonomic models to those built for typing efficiency. Considering the myriad of products out on the market, you might have difficulty choosing the best keyboard for you. While personal preferences will always be a factor in your decision, the ideal keyboard must have the following qualities. Ergonomics To Learn More “Choosing your ideal keyboard”

Zoho CRM Declutter your Navigation Bar with Tab Groups

Clients sometimes come to us to ask for a quick way to reduce the number of modules that a user can see. Some of the reasons include:

  • They have a particular group of profiles who only need access to a few of the modules such as:
    • External sales who only need access to Leads, Contacts, Account and Activities modules
    • Marketers who only want to access campaigns, Leads and Contacts
  • They want to create a Daily Tab which they see a clean and simple view.
  • They wear multiple hats and just want to focus on certain tabs when wearing the different hats.

The top Navigation Bar in Zoho CRM contains Tabs which show the different modules that are present in the Zoho CRM including any custom modules you may have in your system

To Customise the Tabs Group on Navigation Bar

We need to be an Administrator to do the following.

There are 2 main ways of customising the Navigation bar.

Option 1 From the Modules Screen

  • Click on the “All Tabs” section within the Navigation bar (Figure 1) and then select “New Tab Group

Figure 1 Screen shot of Navigation bar All Tabs
Figure 2 Screenshot of the Create Tab Group Dialogue Box. 

  • This will bring up the “Tab Groups” Figure 2
    • Enter the name for this group in this example we have “External Sales”
    • Select the tabs that you want the users to see in this example we have selected Leads, Contacts and Accounts.
  • In the “Permission” section select the Profiles who will have access to this Tab Group.
  • Click on Save.

Option 2 From the Modules Screen 

  • Setup > Customization > Modules and Fields > Manage Modules
  • Select Tab Groups and click on New Tab Group.
  • This will bring up the “Tab Groups” Figure 2
    • Enter the name for this group in this example we have “External Sales”
    • Select the tabs that you want the users to see in this example we have selected Leads, Contacts and Accounts.
  • In the “Permission” section select the Profiles who will have access to this Tab Group.

Click on Save.

Try it out and see how much better it feels to relieve the clutter!