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FAQs on Page Layouts
1. What happens to a module's existing records when I create page layouts for the first time? When you create a page layout for the first time, your existing records will be assigned to the Standard layout of the respective module. 2. How can I ...
Working with Page Layouts
Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...
Can I access page layouts from the mobile app?
No. Page layouts are currently not available for the Zoho CRM mobile app.
Can a profile have multiple page layouts?
Yes, a profile can have access to more than one layout - however there can be only one default layout for a profile. To manage layout assignment Go to Settings > Setup > Modules and Fields > Layout. Click the Layout Assignment button. In the Layout ...
Conditional Layouts - Concept and Benefits
Conditional Layouts or Layout Rules is a feature that offers an interface for you to manage dependency between fields in a layout seamlessly. Not only does it serve to help you manage your layout to suit your business requirements better, but it also ...