This tutorial gives an overview on module customization in Zoho CRM with the help of different business scenarios.
Professional and above
Administrators with module customization permission.
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.