Associate multiple items to a record through subforms

Associate multiple items to a record through subforms

Hey folks,

Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release.
As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record.

Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchase accessories along with the phones. Different customers will want to purchase different accessories.
If you add multiple fields for these accessories in the primary form, you will just add unnecessary clutter to the primary form. You can use subforms instead, and add multiple line items easily. While your primary form will still be about the mobile phone, all the secondary details, such as name of the accessory, rate, quantity and discount can be added to the subform.

Similarly, lets say as the owner of a restaurant, you use Zoho CRM to capture your customer details. While the primary form in a Deal module will capture every customer visit to your restaurant, you can create a subform to add/track their orders, price and taxes. What's more, you can even have the total billable amount automatically calculated.


Using subforms, you can
  • Include predefined aggregate functions (Sum, Average, Maximum and Minimum)
  • Define Formula Functions
  • Create New Fields for manual entries
  • Create reports and dashboards
Read more about subforms here. Go on and try this feature right away and let us know what you think by commenting below.





      Zoho Marketing Automation
              • Sticky Posts

              • Focus Group Webinar - Integrating Zoho CRM and Zoho Books

                This month's edition from the Zoho CRM Integration Focus Group series is set around Zoho Books. One major need for this integration is the singular UI it provides, from where both sales and finance operations can be performed. This works better than switching
              • Introducing Zia Presentation in Zoho CRM

                Dear All, We hope you're well! We're excited to introduce our brand new Zoho CRM feature:  Zia Presentation . Let's get into the details! Business presentation is an integral part of every important decision in an organization. From performance reviews
              • New capabilities added to Zia's Email Intelligence

                Dear All,   Greetings! We are excited to present a couple of new capabilities and some enhancements to the existing features of Zia's Email Intelligence.   Zia explores incoming emails and highlights different insights like email intent, email sentiments,
              • [Early Access - Updated to LIVE] Introducing the Canvas Design Studio.

                Greetings Customers!   Before we kick back and enjoy the holidays, we'd like to make a post about our next big thing. In January 2021, Zoho CRM will be launching its magnum opus for delivering world-class user experience - here's a sneak peek of what's
              • Gamescope is leveling upto Motivator for Zoho CRM

                Hello,   As you are aware, we recently made Motivator for Zoho CRM available for Zoho One, CRMPlus and CRM Ultimate editions. Since Motivator has all the features of Gamescope and even more advanced gamification, we are planning to EOL Gamescope on 30th

              Zoho Pagesense Resources

                Zoho SalesIQ Resources



                      Zoho TeamInbox Resources

                        Zoho DataPrep Resources



                          Zoho CRM Plus Resources

                            Zoho Books Resources


                              Zoho Subscriptions Resources

                                Zoho Desk Resources

                                  Zoho Projects Resources


                                    Zoho Sprints Resources


                                      Qntrl Resources


                                        Zoho Creator Resources


                                          Zoho WorkDrive Resources





                                              Zoho Campaigns Resources

                                                Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now