Customizations in Zoho CRM

Customizations in Zoho CRM

Customizing buttons  

Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can be created on the web and accessed from the mobile app. Read more.
 
Custom buttons can be accessed in the Create/Clone, Edit, View screen, and in the Related lists.

To access custom buttons from a record

  1. Go to a record.
  2. Tap the More icon.
  3. Tap the required button under the Custom Buttons.

To access custom button in Create Screen

  1. Go to the module for which you have configured the custom button.
  2. Click the Add option at the top-right corner.
  3. From the add form screen, select the custom button at the bottom.

To access custom button in Clone Screen

  1. Go to the module for which you have configured the custom button.
  2. Open any of the records.
  3. Click the More option at the bottom.
  4. Select Clone.
  5. From the clone record screen, select the custom button at the bottom.

To access custom button in Edit Screen
  

  1. Go to the module for which you have configured the custom button.
  2. Open any of the records.
  3. Click the Edit option at the top.
  4. From the edit record screen, select the custom button at the bottom.

To access custom button in View screen
  

  1. Go to the module for which you have configured the custom button.
  2. Open any of the records.
  3. Click the More option at the bottom.
  4. Select Custom Buttons.
  5. Click the configured custom button.
  1. Go to the respective module.
  2. Open any of the records.
  3. Scroll down to the related list for which you have configured the custom buttons.
  4. Click on the icon highlighted in the screenshot below.
  5. Select the records, then click the custom button.

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 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.

Custom Modules

The standard modules in CRM such as Leads, Contacts, and Accounts may not always meet your business requirements. In this case, you can custom create a module from scratch. The custom modules created on the web version of Zoho CRM can be accessed on the mobile app as well and records can be added.
 

To access a custom module

  1. In your Zoho CRM app, tap the  icon in the bottom-right corner.
  2. Tap the required custom module.

To add records to a custom module

  1. Go to the Custom Module.
  2. Tap the + icon to add a new record.
    In the Add [module name] screen, enter the record details and tap the Tick icon.

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