Customization
Searching records in Zoho CRM Android app
The Search feature in the Zoho CRM mobile app helps you quickly find the exact record you're looking for without scrolling through multiple entries. The app supports two types of search: Custom Search Global Search Custom Search Custom Search allows ...
Swipe actions in Zoho CRM Android app
Swipe actions are quick gestures that let you perform tasks by swiping left or right on a record in any module’s list view, or in the calendar view of the Meetings and Calendar modules.. Actions like edit, clone, mail, and more can be performed ...
Wizards in CRM Android app
Gathering data in a layout with numerous fields can be challenging and may sometimes feel disorganized. This can occasionally lead to errors and affect efficiency. Wizards offer the perfect solution for this by dividing long forms into multiple, ...
Customization
Customizing buttons Zoho CRM lets you create custom-defined buttons that initiate actions you define to meet your business requirements. Custom buttons can only be created and accessed in the web application of Zoho CRM. Read more. To access custom ...
Configuring Module-Specific Settings
The module-specific settings decide the order in which records are displayed in a selected module's list view. Module-specific settings also influence other aspects of a module, such as record search in the module, synchronisation with desktop ...