Can we reuse styles? For example, Is it possible to style a button and apply the same style to other buttons as well?
Yes, you can reuse styles. The option to copy the style of a button can be found under the right-click option. You can choose the "Copy Style" option and apply to the target element by right clicking on it and choosing the "Paste Style" option.
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Using Custom Buttons
Customization is the most powerful way to build a flexible CRM system. In Zoho CRM, you can customize modules, fields, pages, links, and a lot of other elements. In addition to these elements, Zoho CRM now allows you to create new button actions with ...
Who will GDPR apply to?
GDPR will apply to companies located in the EU, as well as companies who do business with residents of the EU, irrespective of the company's location.
How to add a task? For example, a task to set up a meeting. I do not see any action buttons to do this.
By default, the actions New Task, New Meeting, and New Call are found under the ellipsis (the three dot menu) that is available in the right corner of the Activities related list. If you want to place these actions separately as a button inside the ...
On triggering a button in the CRM mobile app, I am suddenly prompted to share my location. Why is CRM requesting me to share my location?
If you are using the iOS or Android version of the Zoho CRM mobile app, and firing a button results in a consent popup such as the one below, then it means that your administrator has enabled location gathering via a custom button. You may select ...
Can I create a custom field or custom button straight from the Canvas builder?
No. At this point, you cannot add custom fields or custom buttons right from the Canvas Builder. You can only add fields/buttons that already exist in the module to the Canvas for better data organization. If you want a new field/button, you need to ...