When a layout is cloned, are the fields of the layout also cloned?
Yes. When you clone a layout, all the fields and sections along with the field and section properties are cloned to the new layout. You can edit the new layout to make the desired changes.
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How is a page layout different from using multiple sales pipelines?
Page layouts are used to capture details of different records in a single module. For example, you need to gather different details from customers who purchase a mobile device than for customers who have a mobile device service. So, though both the ...
Can fields be shown or hidden based on the pipeline field?
Yes, fields and sections can be shown or made mandatory based on the pipeline using the Layout rules. For example, you can show certain fields if a record is in a specific pipeline.
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 ...
Working with Custom Fields
In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...
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.