Customizing Page Layouts
FAQs on Page Layouts
1. What happens to a module's existing records when I create page layouts for the first time? When you create a page layout for the first time, your existing records will be assigned to the Standard layout of the respective module. 2. How can I ...
Layout Rule Exceptions
Layout rules are effective on creating a record manually. However, when a field used in a layout rule is updated through other ways such as workflow update, and APIs, the field update takes precendence over both these rules. These instances are ...
Adding Layouts Rules
Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
Customizing the User Layout
Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user ...
Working with Page Layouts
Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...
Conditional Layouts - Concept and Benefits
Conditional Layouts or Layout Rules is a feature that offers an interface for you to manage dependency between fields in a layout seamlessly. Not only does it serve to help you manage your layout to suit your business requirements better, but it also ...
Canvas Record Form
Overview Canvas Record Form enriches Zoho CRM by introducing an advanced level of customization for record creation. This integral part of the Canvas design suite enables users to design forms that are not only functionally comprehensive but also ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...