Can I use the Record ID while associating a lookup field with a module?

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• How to create a lookup field?

  You can create a lookup field by following these steps. Log in to Zoho CRM with Administrator privileges. Click Setup > Customization > Modules and Fields. Select the module you want to create the lookup field for from the Modules list view. Drag and ...

• Does marking a field as PHI (Personal Health Information) automatically encrypt it?

  No, marking a field as PHI only enables the system to identify that the values present in it contain personal health information of an individual. As an additional layer of security, these fields can be encrypted separately. While this isn't ...

• 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 ...

• What kind of encryption is added to the PHI fields?

  Fields that contain personal health information of individuals can be encrypted to prevent unauthorized access. Once encrypted, the fields are added with EAR. Encryption at Rest Refers to data that is encrypted when it is stored (not moving) — either ...

• Associating Other Records

  Attach Documents To attach documents This feature allows you to attach documents, spreadsheets and presentations to leads. You can attach them in the following ways: Attach from Desktop Attach from Zoho Docs Attach from Google Docs Associate Leads To ...