Related Articles
Can the fields in subforms also be marked as personal?
Yes, you can also mark those fields which are supported for processing in subforms as personal.
Building a Subform
In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...
Exported language File
An exported language file consists of the following details: Language Code - Every language in CRM is represented by a unique code. When you import a translated file into the CRM account, the file is mapped to the respective language with the help of ...
Inventory Management
Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...
Data Migration: An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...