Record Level Customization
Record Locking: Configuration and Usage
Certain business scenarios demand records in modules within your organization to be restricted from edits or deletion once they reach a certain stage in your sales process or satisfy some specific condition. Record locking is a configuration that ...
Business Card View
The Business Card view in Record Details page gives a quick preview of details like record owner, email address, phone number etc. Sometimes, agents may need to lookup for more information in the business card while they are on a call with a customer ...
Adding Photo
You can add a photo of your contacts and leads in your Zoho CRM account. You can delete the photos whenever required. To add a photo Click the [Module] tab. From the list of records, select a record for which you want to add a photo. In the Record ...
Customizing Record's Detail Page
A record detail page is a storehouse of all information about the record. It contains primary details like name, company profile, billing address, or shipping address and associated details called the related list, like notes, campaigns, open and ...