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Hi, i am satisfied with the way of zoho handling the field level customization. But it would be a great advantage if create new/custom tab or module in addition to this. I have seen in one of the blogs that zoho is going to implement this too in future. Whe can we expect this feature to be available for us? any idea on it?
6 years ago
So I'm under the impression we cannot yet create new tabs(folders) yet? I don't see ANY option anywhere to create a new folder and organize all my documents. I've been looking for an hour and about to throw my laptop. Hard.
6 years ago
The Enterprise version of ZCRM has a feature called "Web Tabs" where you can create tabs from other web sites or web apps and view them within the ZCRM environment. There is also ZCRM integration with Google Docs and Zoho Docs which could be additional ways to give you easier access to supporting sales or service collateral.
Here is a link to the ZCRM manual that addresses Web tabs:
Here is the link for more info on Google Apps integration:
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I am facing the same issue. I want to create a new tab to trace bids. Is it possible to do that?
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S. Prakash Employee
You can use our Zoho Creator integration feature to create a custom tab. Please refer the following link to know more about this:
Let me know for further clarification.
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