How do I get to access a record that is not downloaded in my device?

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• How many records will be downloaded to the device on installation?

  Initially, when you sign in to your Zoho CRM Account from your iPhone, 1000 records in the Contacts module and 200 records each in all the other modules will be downloaded.

• How can I get access to the "Deduplicate" tool?

  The Deduplicate feature is available in the Enterprise, Professional Editions and Ultimate Editions and is accessible only to the users with the CEO Role. You need to contact the administrator of your account to access this feature. To deduplicate ...

• Customizing Record Detail Page Using Canvas

  The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...

• If a record has been created and the layout not been made available to the record owner, can he still access and edit the record?

  Yes. Even if a layout of the record is not available to the owner of the record, he/she can access and edit the record.

• I don’t have access to a record. Can I approve it?

  Yes. Even if you do not have access to a record, you can still approve it using the Approval tab.