How to get a single module in Zoho CRM

Retrieving or accessing a single module in Zoho CRM depends on whether you want to view an existing standard module or create a custom one tailored to your organization's needs. This guide covers both scenarios so you can work with the specific module your workflow requires.

Why this matters

Understanding how to isolate and work with individual modules helps you focus on the data structures most relevant to your business processes. Whether you're managing contacts, deals, or organization-specific information, knowing how to access or create a single module streamlines your data management and reduces clutter in your interface.

Step-by-step

Step 1: Identify the module type you need

Determine whether you need a standard Zoho CRM module (like Contacts, Accounts, or Deals) or a custom module specific to your organization. Standard modules come pre-configured; custom modules require creation and are available in certain Zoho products like Zoho Sprints for storing organization-specific data.[^2,7]

Step 2: Access module settings (for custom modules)

If you're working with a custom module, navigate to Settings in your Zoho workspace. Select Modules under the *Customization* section to view and manage available modules.^[3]

Step 3: Create a custom module if needed

Click the dropdown beside Create at the top right corner and select Module. Enter your desired Module Name and Record Name (which defines how individual entries will be labeled). Add a module description to clarify its purpose.^[3]

Step 4: Choose module scope

Decide whether your module should be a Project module (accessible only within specific projects) or a Global module (accessible at workspace level). This choice determines where team members can access the module's data.^[2]

Step 5: Configure the module layout

After selecting your module type, you'll be taken to the *Create Layout* page. You can either manually add required fields or click Create with AI to have the system generate suggested fields based on your module description. Select the fields you need and click Save.^[3]

Step 6: Publish and activate

Click Save and Publish or Save Layout to finalize your module. Once published, you can access the module from within Projects (if it's a project module) or from the Global module section (if it's workspace-level).^[3]

Step 7: Set permissions (optional)

To control who can access your module, hover over the module name in the Modules list and select Set Permission. Choose a profile and configure either Entity Level Permission or Field Level Permission based on your security requirements. Click Update to apply changes.^[2]

Step 8: Import existing data

If you have pre-existing data to populate your module, use the import feature to load records quickly and begin working with your module immediately.^[3]

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*Note: This guidance is provided by Beam Help — independent expert support for Zoho — and is not official Zoho support.*

Common pitfalls

• Forgetting to publish: Creating a module layout is not enough; you must click Save and Publish to make it accessible to your team.
• Confusing module scope: Selecting "Project" when you need "Global" (or vice versa) will limit visibility. Verify your choice matches your intended audience before publishing.
• Missing permissions setup: A published module is not automatically visible to all users. Set appropriate permissions to ensure the right people can view and edit records.

What to check

• Verify the module appears in the correct location (within a specific project or in the Global modules section) after publishing.
• Confirm that team members with the required permissions can view and create records in the new module.
• Test that any imported data displays correctly and that field mappings align with your business requirements.