- Will not implement
- Under review
- Maybe later
Much needed enhancement in Zoho CRM is the ability to create a custom module/tab. This would greatly benefit the vertical customization process. Is this something that Zoho is considering?
Sorry for the inconvenience caused. Presently we don't have the feature to create custom tabs. This feature is already in our roadmap and we will provide you with such a facility in the future. Please bear with us in the mean time.
[Zoho CRM Team]
You are right, we do have plans to provide the integration with Zoho creator, will keep you posted once we take this feature.
Zoho CRM Team.
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I agree, it would be very nice to be able to create a custom module/tab.
I work for a service company that sales industrial equipment. We also service that equipment on a regular schedule. Currently I have not yet found a good place to import our Equipment data into CRM. Each piece of equipment needs to have its own History of Activities and needs to have a scheduled pop-up date.
I tried some experiments of changing the Cases module into an Equipment module but there were too many variables that did not match up. I was also concerned about what future updates would do to that module. I do not want to transfer our data base of equipment over into CRM under the Cases module and then have something happen to that module in the future to disrupt what I have built on. Right now it is just too risky for my company.
If we had the choice to create a custom module/tab that could be placed under the Accounts page view, then I know that I could make it work.
Thank you for the suggestion!
Taking a look at the products was one of my first ideas but it didn’t work out. We have already been using this feature to keep track of the many parts that we sale and have several thousand loaded already. It might be possible to add in our list of equipment but I would much rather have that in a separate portion of the CRM. There are many features between parts & equipment that match but there are many that do not. Trying to meet the needs of both under the same module would create a lot of confusion for users.
I took a look at ZOHO Creator which looks very interesting but we have the Professional version which does not allow for web tabs to be integrated into CRM. On top of that, we already have a separate database for our customer’s equipment located online. I would like to get away from having two separate databases and have it all under one program, preferably the CRM.
P.S. I notice that some CRM companies are calling this "Service Contracts" or "Service Agreements" in their CRM programs. It keeps track of equipment for service companies.
Thank you for trying to help me find an easier solution to our company’s problem of integrating our customer’s equipment into ZCRM.
I have taken a look at your idea and have a few comments. It would be possible to enter our customer’s equipment as products and then associate them to their particular accounts. Although this would make quite a bit of a mess on the product entry screen because of all the many different fields that would be needed in order to satisfy both types of products (regular products & equipment), it would be possible to do. It would be nice if you were able to choose which type of product a new product is going to be, and by doing so would only show the fields associated with that particular type of product.
The other drawback for using the product module to keep track of our customer’s equipment is that we would like to be able to associate routine products to the equipment. If we are to use the products modules for both purposes, essentially we would not be able add a product, to another product which is what we would need to do.
I will continue to look further into this to see if there might be any solutions. Do you have any ideas on how I can get around theses obstacles?
Has there been any progress made on developing this feature for CRM?
We are still looking for a place to upload all of our customer’s equipment information into the CRM that can be tracked. Being able to develop a custom module would defiantly do the trick for this dilemma.
Will we be able to install a number of creator apps in CRM or a limited number?
Will this feature be available if we pay for Creator & CRM or will there be an extra cost?
If you do this and integrate Zoho Invoice I'll finally have everything in one place :)
Integrating Creator would actually meet the needs for our business as long as it integrated smoothly within the other modules such as Accounts & Activities etc.
I have looked at re-creating our company’s database in Creator and I believe that it will be possible, once that has been created and then can be used with CRM it would satisfy our needs for integration of both our current systems.
Thank you for the update.
Has there been any progress to add this?
We understand the importance of Custom Module need and flexibility it makes for customization. We have supported Custom Apps building through the Zoho Creator service (by this, you can have lookup of CRM records in creator form) and we are now working to bring the records from Creator Form to CRM related list. In the meantime, we would give priority to analyze the case of introducing the Custom Tabs for the CRM service. Please bear with us till then.
Thanks & Regards,
I hope you are well. I wanted to ask if there is an update for bringing the records from Creator Form to CRM related list? This would be great!
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