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 buttons from a record

Go to a record.
Tap the icon.
Tap the required button under Custom Buttons.
Custom buttons can be accessed in forms and related list records in the same way.

Layout Rules

Layouts in Zoho CRM let you control how records are displayed. With layout rules, you can control which fields are shown depending on the values entered in previous fields, so that users only see the fields that are relevant based on their inputs. By default, a standard layout is applied to all modules. Layout rules can only be created in the web application of Zoho CRM. Read more.

Once layout rules have been created, you can see which rules are applied to each module in the Android app. For example, for event registration lead collection, the fields in the "Guest Details" section, will only be shown if the user checks the "Are you bringing guests?" field.

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Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.

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Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.

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