Zoho CRM allows you to customize the layout where you fill a user's details. Usually, while adding a user in Zoho CRM, you will be prompted to add basic information such as name, email address, role, profile, etc,. You can customize this default user layout to include details specific to your organization's users such as employee ID, department name, date of joining, team name and so on. Yon can also make the certain fields mandatory.
To add custom fields to the user details page
You can set profile permissions, make custom fields mandatory or delete the unwanted fields whenever you require.
To manage custom fields
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Write to us: support@zohoforms.com