CRM Help

Building Custom Apps

Zoho Creator is a business productivity tool through which you can build your own apps. With Zoho Creator inside CRM, you can extend your platform and build custom applications, forms and views to use them as custom tabs inside Zoho CRM. You will also be able to retrieve records from other CRM modules into these custom tabs.

Availability

Profile Permission Required: Users with the Administrator profile can access this feature.

Key Features

  • Create custom tabs as per your requirements.
  • Include CRM records in your custom tabs.
  • Create or Import apps, forms and views from within CRM.

Benefits

  • Integrated Creator Apps in a single platform.
  • Control the accessibility of the custom tabs in CRM.
  • Group various tabs as a single entity in Zoho CRM.


Activation

Prerequisites | Activate Custom Apps | Deactivate Custom Apps

Usage

Create Custom Tabs | Reassign Developer | Customize Form | Edit Custom Tab Settings

Top