If I change a field's properties in one layout, does it get reflected in another layout? Where it is used?
No. If you change the field properties of a field in one layout, the changes are effective for that layout only.
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If I delete a field from one layout, will it be deleted from another layout where it is used as well?
No. If you delete a field from one layout, it will be pushed to the Unused Fields section for that layout. It will not be deleted from another layout. You can bring a removed field back to the layout from the Unused Fields section.
How can I re-use the pick list values of a field from one layout to another?
If you want to re-use the values of a pick-list field that were deleted from any layout (even the layout where you want to add the value), follow these steps: Go to Setup > Customization > Modules and Fields, and choose the Module. Select the ...
Are the field permissions layout-specific?
No. The field permissions are not layout-specific. If you change the field permissions of a field in one layout, these permissions apply for the field in other layouts of the module as well.
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 ...
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 ...