What is a text component in a wizard | CRM FAQs

What is a "text component" in a wizard?

A text component allows the admins to add instructions, disclaimers, or call script in case the form is filled out via phone call to the record creation form. This makes it easier for the record creator to adhere to the company guidelines.
(A maximum of five text components can be added to each screen).

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        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.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Wizards

                                                                                        What is a Wizard? A Wizard helps you divide a long form into a series of screens, where users can enter data on each screen as they proceed to the next step until completion. A step-wise approach is less overwhelming and reduces chances of erroneous ...
                                                                                      • In which modules are wizards supported?

                                                                                        Wizards are supported in both standard and custom modules, except Inventory and Activities modules. You can also create wizards for different layouts. Read more about setting wizard layout as default. 
                                                                                      • What is the purpose of wizards?

                                                                                        Wizards is a feature in module customization that lets you: Simplify the creation of records by showing the process as a series of screens, each of which has a selected set of fields. Ensure data is entered in a systematic way. Navigate easily by ...
                                                                                      • How do I create records using wizards?

                                                                                        The steps required to create records in Wizards can vary based on the layout permission set by the CRM administrator.  If the administrator has made the wizard layout as default, then Go to the desired module and click the + icon. You will see the ...
                                                                                      • Are Wizards used for creating records through automatic methods?

                                                                                        No, Wizards cannot be used for creating records through webform, import or API. It is available only when records are created manually in the CRM module.  Read more about creating records through wizards. 
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources