Customization Tutorial
This tutorial gives an overview on module customization in Zoho CRM with the help of different business scenarios.
Edition required:
Professional and above
Profile Permission:
Administrators with module customization permission.
Learning Objective:
To learn how to customize a module in Zoho CRM to suit your business requirements.
At the end of this tutorial you will be able to:
- Build custom modules.
- Create new layouts for a module and work with the layouts.
- Manage field dependencies in a layout using conditional layouts.
- Add multiple line items using subforms.
- Ensure data accuracy by setting up validation rules.