New Customization options in the module builder: Quick Create and Detail view

New Customization options in the module builder: Quick Create and Detail view

Hello everyone,

We have introduced two new components to the module builder: Quick create and Detail view.
The Quick Create Component
It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number of fields that you can add.

The form is layout specific, so you can create a different form for each layout. Therefore, when you are adding a new record from the lookup field, you can select the appropriate layout.

Detail View Component
The following two components of the record's details view can be customized for different layouts.
  • Business card view - For each layout you can customize the business card view by adding or removing the fields. A maximum of 5 fields (standard and custom) can be added. You can also reposition the fields by dragging and dropping to the desired place.

  • Related lists - For each layout, you can show/hide a particular related list. You can also customize the columns that will be displayed in the related list by adding/removing fields (columns), removing the items (except notes and those that are added as part of an integration, for example, Social or Zoho Projects), and reordering them.

Refer to our help doc for more details.

Anumita Gupta

    Zoho Marketing Automation
              • Sticky Posts

              • [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
              • Introducing Multiple Sandbox Types and Support for Module's Data Population

                Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow
              • Include Finance Suite modules to Segment your records

                Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
              • Focus Group Webinar - Integrating Zoho CRM and Zoho Analytics

                In addition to the Focus Group webinar on revamped reports in Zoho CRM, we're discussing and demoing how we can setup an integration between CRM and Analytics, and leverage these advanced functionalities contextually with CRM data. In addition to more
              • Zoho CRM Segmentation FAQ - Post your questions

                Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation

              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