Customization Tutorial

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

CUstomization image

Edition required:

Professional and above

Profile Permission:

Administrators with module customization permission.

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.