I am not able to create a new layout. Why?

I am not able to create a new layout. Why?

These are the reasons why you may not be able to create a new layout:

  • You are not in the Enterprise Edition of Zoho CRM.
  • You do not have the Customize Zoho CRM permission.
    • Related Articles

    • How do I create multiple sales pipelines?

      Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...
    • How can I create inventory templates?

      Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.  Follow the steps below to create a template: ...
    • 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 ...
    • 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 ...
    • How can I create and send invoices?

      An invoice is a bill issued by a vendor to a customer with the goods or services they ordered. It usually contains the purchase order reference number, date, billing address, shipping address, terms of payment, and line items (products or services) ...