Retrieving all modules in Zoho CRM gives you a complete picture of how your data is organised — whether you're auditing your setup, planning customisations, or integrating with another tool.
Why this matters
Zoho CRM structures every piece of customer data inside modules — discrete containers such as Leads, Contacts, Deals, and Accounts that each hold a specific category of records.[2] Beyond these four core standard modules, your organisation may have added custom modules tailored to your business (for example, a "Projects" module for a real estate firm).[2] Knowing how to surface the full list of modules is essential before you build custom views, configure workflows, or set up cross-module filtering.[4]
> Beam Help is an independent expert support resource for Zoho — not official Zoho support.
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Step-by-step
Step 1. Log in to your Zoho CRM account and look at the top navigation bar. The tabs displayed across the top of the screen each represent a module — for example, Leads, Contacts, Accounts, and Deals are the four standard (built-in) modules that Zoho CRM provides out of the box.[2]
Step 2. To see modules that may not be pinned to your navigation bar, click the More option (sometimes shown as a "+" or a grid/hamburger icon at the right end of the module tab row). This expands a list of all modules your administrator has enabled for your profile, including any custom modules your organisation has created.[2]
Step 3. If you have administrator access, navigate to Setup → Modules and Fields. This section lists every module in your CRM — both standard modules and any custom modules — along with their fields and layout configurations.[2] From here you can also see which modules are active and how they relate to one another.
Step 4. To understand how modules connect to each other (for example, how a Contact links to its associated Deals and call logs), open any individual record and scroll through its related lists panel. Each related list represents a linked module, demonstrating the relational structure that makes Zoho CRM more powerful than a flat spreadsheet.[2]
Step 5. If you need to search across all modules at once — useful for confirming which module holds a particular record type — use Global Search from the top bar. Zoho CRM searches across all modules simultaneously, making it the fastest way to locate any record.[1]
Step 6. For mobile access, the Zoho CRM Android and iOS apps also surface module data. The Reports module, for instance, is accessible directly from the Android app, where you can view any report created in the web app and export it in PDF, Excel, or CSV format.[3] This confirms that module availability extends consistently across platforms.
Step 7. If you are working programmatically and need to retrieve the module list via the API, note that the community has discussed the evolution of the CRM API (currently on v8 as of recent community threads), and cross-module filtering using lookup fields is available in advanced filter and custom view criteria.[4] Consult the Zoho CRM API documentation for the specific endpoint that returns metadata about all modules.
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Common pitfalls
- Profile-based visibility: Not all modules are visible to every user. If a module appears missing, your administrator may have restricted access at the profile level. Check Setup → Users & Control → Profiles to confirm module permissions.[2]
- Custom modules vs. standard modules: Custom modules you create (or that were created by a previous admin) will appear in the module list alongside standard ones, but they may not be immediately obvious if they have been renamed or deactivated.[2]
- Cross-module filtering scope: When building advanced filters or custom views, you can now use fields from lookup (related) modules as criteria — but this capability applies within the filtering interface, not as a standalone "list all modules" function.[4]
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What to check
- Confirm all expected modules are visible in your navigation bar and in Setup → Modules and Fields, including any custom modules your team relies on.[2]
- Verify your user profile permissions allow access to every module you need — missing tabs are almost always a profile restriction rather than a missing module.[2]
- Test Global Search to ensure records from all modules are being indexed and returned, which validates that no module has been accidentally deactivated.[1]