Hello and welcome to this video on copy customization.
Copy customization is an incredibly useful tool for businesses that have multiple branches or for companies that have different product lines that
call for multiple Zoho CRM accounts to manage their operations. In such cases, though
the processes may be different in the CRM accounts
most of the integral settings with respect to customization and workflows might be the same. In
such a case, they don't have to spend time and effort on manually configuring the same settings again
and again.
They can simply use the copy customization facility and replicate these major CRM settings from one account to another easily.
This is what we're going to learn in this video. Before we proceed, let's understand a few basic terms relevant to this facility.
The account from which you want to copy the CRM settings is referred to as the Source account.
The account to which you want to copy would be the Target account.
Apart from that, the following points should be noted for you to be able to proceed with copy customization:
First, your CRM account should have the copy customization feature.
This is available in the Starter, Professional, Enterprise and Ultimate editions of Zoho CRM.
Next, the source and the target account should be in the same edition of Zoho CRM. If
not the paid version at least the same Edition in the trial version.
For example,
if the source account is an Enterprise version, the target account must also be the Enterprise Edition.
Or if not paid at least in the trial version of Enterprise.
Next, only new accounts that do not have any
configurations done yet are eligible to receive copy customization.
Only such accounts can be target accounts.
Next, the copy customization cannot be used a second time for the same target account.
And finally, copy customization will not copy the data from the source account.
For example,
the records such as leads,
contacts, deals etc from the source account will not be copied over but the workflow rules,
Modules and field customization configurations will all be copied. Now,
let's see how copy customization is done for Zylker burger joint whose main branch is in Seattle.
They have multiple branches and also have franchises in different cities.
When a new outlet is franchised in a new city,
they are given a CRM which has the same customization and automation as the main branch CRM.
Zylker has a new franchise in Austin. So, let's do copy customization from Zylker's Seattle CRM to the Austin CRM.
Go to Setup->
->Customization -> Copy Customization
Here you can see the points to note before you begin copy customization in
Ensure that the target account has no data or custom settings of its own. If it does, remove them and then proceed.
Here, you will enter the email address of the target account's super administrator. burgerjointsaustin@zylker.com.
We recheck the email address once and then begin the copy customization.
We will get a pop-up informing that a confirmation link will be sent to the target account super admin's email address. If in case
customizations were already done in the target accounts, it shows a pop-up listing the configurations in the target account.
This will help you to delete configurations in the target account and then come back to the copy customization.
You can see that we got a confirmation link at the Zylker Austin's email address.
Confirm the process from the link and the process will then begin.
You'll receive an email once the copy
customization is complete and the settings and automation from the source account will be copied to the target account.
The customizations that will be copied to the target account are tabs, tab groups, web tabs
roles and profiles,
layouts, layout rules,
convert mapping,
field mapping,
potential stage,
case escalations,
business hours,
fiscal year, forecast settings,
territories groups,
company logo,
email templates,
inventory templates,
reports,
contact roles,
Workflow rules,
workflow actions,
custom functions,
approval processes,
blueprints,
links,
custom views,
canvas views,
schedules, data sharing rules
scoring rules, mail merge templates, multi currencies, and themes.
The customizations that will not be copied over are:
autoresponders,
assignment rules,
custom buttons,
dashboards, web forms, report schedulers, and locale timezones.
That's all about copy customization. Thank you for watching this video. For more resources on Zoho CRM visit
www.zoho.com/crm/resources