Customization
FAQ: Kiosk Studio
General Questions: What is Kiosk Studio in Zoho CRM? Kiosk Studio in Zoho CRM is a no-code customization tool that helps you to create interactive, user-friendly screens for customers, vendors, and users to engage with the CRM enabling decision-based ...
FAQs: General questions on customization
In the Home tab, how can I add charts that represent the CRM data? You can represent CRM data in the Home tab by adding pie charts, bar charts and many more. You can create these charts in your Dashboard using the steps below: Click Home tab. In the ...
FAQs: Modules
What is a 'module' in Zoho CRM? Modules are categories of data in the CRM. Consider the rows and columns of a spreadsheet. A CRM module is analogous to a column in a spreadsheet. Let's take an NGO for example. NGOs maintain details of prospective ...
FAQs: Related Lists
What are Related Lists? The Related Lists are records that are associated to the parent record. For example, an Account has Contacts, Deals, Notes, Open Activities and more associated to it. These associated records are the Related Lists. Can I sort ...
FAQs : Field Customization
How can I create a Formula number field with the 'If, Else' statement? Currently, you can't create a Formula number field with the 'If, Else' statement. You can only create a formula field using the IF condition. However, you can also achieve the If, ...
FAQs : Web Tabs
What is the purpose of using web tabs? Web tabs can be used to access web pages, web applications and Zoho Creator applications inside Zoho CRM. These tabs can be viewed by Zoho CRM users across the organization. Related Link Managing Web Tabs Who ...
FAQs: Page layouts
Is it possible to limit access for users based on their departments? Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For ...