What happens to a module's existing records when I create page layouts for the first time?

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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 ...

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  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) ...

• 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: ...

• Adding Layouts Rules

  Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...