Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can only be created and accessed in the web application of Zoho CRM. Read more.
- Go to a record.
- Tap the icon.
- Tap the required button under Custom Buttons.
- Custom buttons can be accessed in forms and related list records in the same way.
Layout Rules
Layouts in Zoho CRM let you control how records are displayed. With layout rules, you can control which fields are shown depending on the values entered in previous fields, so that users only see the fields that are relevant based on their inputs. By default, a standard layout is applied to all modules. Layout rules can only be created in the web application of Zoho CRM. Read more.
Once layout rules have been created, you can see which rules are applied to each module in the Android app. For example, for event registration lead collection, the fields in the "Guest Details" section, will only be shown if the user checks the "Are you bringing guests?" field.
Related Articles
Using Copy Customization
This document provides instructions on how to use Zoho CRM's Copy Customization feature. For an overview of the feature, please check Copy Customization - an overview. Copy Customization is a no-cost, no-code tool in Zoho CRM that enables you to send ...
Copy Customization - an overview
This document provides an overview of Zoho CRM's copy customization feature. For instructions on how to use it, please check Using Copy Customization. Tailoring your CRM to match different industries and situations can be a real game-changer, but it ...
FAQs : Field Customization
How can I create a Formula number field with the 'If, Else' statement? Currently, you can't create a Formula number field with the 'If, Else' statement. You can only create a formula field using the IF condition. However, you can also achieve the If, ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...
Troubleshooting Module Customization
Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...