How Can You Customize Fields and Layouts in Zoho CRM to Fit Your Business Requirements?
Field and layout customization lets you design each module to collect relevant data and simplify the user interface for your team.
Edit Fields:
Go to Setup → Customization → Modules → Choose a module → Layout.
Add custom fields (picklists, lookups, dates, currency, etc.) as needed.
Create Layout Rules:
Use “Layout Rules” to show or hide fields based on field values (e.g., show Tax ID if “Business Type” = Company).
Use Subforms and Sections:
Group fields under collapsible sections.
Use subforms to enter repeating data like multiple services or attendees.
Create Multiple Layouts:
Use different layouts for different teams or business units (e.g., separate layouts for B2B and B2C leads).
Why This Workflow Matters:
Custom layouts reduce clutter, improve data quality, and ensure that every user sees only what’s relevant to their role or workflow.
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