Hey, folks --
I'm trying to wrap my head around when I should be creating a custom module vs. creating a new layout within the Deals module. I know that modules are used to categorize and keep track of related records and that they enable you to customize Zoho beyond the traditional leads, contacts, and deals. Layouts aren't very clearly defined, but my understanding is that they enable you to customize the fields and stages of a subset of records.
My questions are as follows:
- What exactly is a layout?
- When should I use a custom module vs. a layout?
- If I end up creating a new custom module for each of my key product types, how do I map deals to those?
Thanks in advance!
- Swift