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Page Layouts

When information of different kinds is stored in one module, the best way to maintain an organized database is by storing it in different layouts.

 

Layouts are like cabinets inside a cupboard, where each cabinet is dedicated to a certain type of record. This helps to keep them separate and organized, providing easier identification.

 

Page layouts are forms that can be created within a module to store diverse records like products, service cards, enquiries etc. The correct layout can be selected right when the record is been created to maintain a cleaner database.

 

In this video, you will learn everything about page layouts: what it is, when to use and how to create a layout. 

 

What are page layouts?

They are modules in Zoho CRM.

Incorrect

Sorry! It is a feature that allows you to manage the sale of multiple products and services in a single CRM account.

They are a feature that allows you to manage the sale of multiple products and services in a single CRM account.

Correct

Well done! It is a feature that allows you to manage the sale of multiple products and services in a single CRM account.

What are the two types of layout?

Standard and Custom

Correct

Well done! Layouts are of two types - Standard and Custom.

Standard and Tailored

Incorrect

Sorry! Layouts are of two types - Standard and Custom.

Personalized and Default

Incorrect

Sorry! Layouts are of two types - Standard and Custom.

What is the best way to create a new layout?

Copy and paste all fields from an existing layout

Incorrect

Sorry! The best way is to clone a layout.

Clone a layout

Correct

Well done! The best way is to clone a layout.

Create new fields from scratch

Incorrect

Sorry! The best way is to clone a layout.

When you clone a layout, the fields also get cloned.

True

Correct

Well done! The fields also get cloned.

False

Incorrect

Sorry! The fields also get cloned.

If you delete a field from one layout, it gets deleted from the other layouts as well.

True

Incorrect

Sorry! Deleted fields in one layout do not get deleted from another layout.

False

Correct

Well done! Deleted fields in one layout do not get deleted from another layout.

The standard layout is not customizable.

True

Incorrect

Sorry! The standard layout can also be customized.

False

Correct

Well done! The standard layout can also be customized.

When you make a field mandatory in one layout, what happens to the same field in another layout?

It becomes mandatory in the other layout as well

Incorrect

Sorry! It does not become mandatory in the other layout.

It does not become mandatory

Correct

Well done! It does not become mandatory in the other layout.

When you create multiple layouts, you can control how users view and access the layout.

True

Correct

Well done! You can control how users view and access the layout.

False

Incorrect

Sorry! You can control how users view and access the layout.

When you select a module:

You are directed to the standard module

Incorrect

Sorry! You will first be given an option to select the layout of your choice.

You are given an option to select the layout of your choice

Correct

Well done! You will first be given an option to select the layout of your choice.

When a field used in a layout rule is updated through workflow updates and APIs, the field update takes precedence over both these rules.

True

Correct

Well done! The field update will take precedence over both these rules.

False

Incorrect

Sorry! The field update will take precedence over both these rules.

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