Customization Tutorial

Time: 30 min

Pre-requisites

  • Edition required: Zoho CRM Professional & Enterprise 
  • Profile Permission required: Module Customization

This tutorial gives an overview on module customization in Zoho CRM with the help of different business scenarios.

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.
 

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