CRM | Record Level Customization

Record Level Customization
Customizing mobile record detail page using Canvas
Sales reps often use the CRM app on their smartphones and tablets to refer data, add notes, and so on. The mobile record detail page provides users with a comprehensive overview of information related to an entity. For example, sales reps can consult ...
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 ...
Customizing Record Detail Page Using Canvas
The canvas list view provides ways to customize the record display in the module list. You can add record images, use custom buttons to represent fields, use specific font style or size for the field labels, change the alignment of field types and ...
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 ...

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