Copy Customization Zoho CRM

Copy Customization Zoho CRM

Process Copy Customization

The Copy Customization feature helps experts from different verticals to custom-build Zoho CRM, as per industry specific requirements, and then deploy the customized CRM into other related CRM accounts. The Zoho CRM user will need to specify the Username or Email Address and Password of the CRM account to which the customization needs the copied. With this feature, you can copy the various customizations that include Fields, Sections, Page Layouts, Tabs, Custom Reports, Email & Inventory Templates, and Logos.

To process copy customization

  1. Click Setup > Organization Settings > Copy Customization.
  2. In the Copy Customization page, specify the Username and Password of the user to whose account the customization needs to be copied.
  3. Click Copy. 
    An email will be sent to the Super Administrator of the target account. The Copy Customization scheduler starts only after the customer (Super Administrator) confirms the process.

Note

  • You can use the Copy Customization feature to copy system-level configurations to the target accounts.
  • The account to which you are copying the customizations, should not have any customizations of its own.
  • This is a one-time process and you cannot process "Copy Customization" a second time for the same customer.
  • Copy Customization requires that both the user accounts are of the same Edition.

The following table lists out the customizations that will be copied and the ones that will not be.

Customizations that will be copied
Customizations that will not be copied
  • Tab and tab groups
  • Custom Fields, Page Layouts, 
    and Search Layouts
  • Roles and Profiles
  • Field level security
  • Company Logo
  • Related Lists
  • Custom Field mapping
  • Contact Roles
  • Product Tax Rates 
  • Custom List Views
  • Stage Probability mapping
  • Reports & Report Folders
  • Web Tabs
  • Links
  • Workflow Rules, Tasks, Alerts, 
    and Field Updates
  • Email Templates, and 
    Inventory Templates
  • Macros
  • Mail Merge Template
  • Themes
  • Dashboards
  • Web Forms (web-to-lead, 
    web-to-contact, web-to-case)
  • Auto Responders
  • Report Scheduler
  • Assignment Rules
  • Auto Response rules
  • Groups
  • Data Sharing Rules
  • Case Escalation Rule
  • Multicurrency
  • Fiscal Year

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