Manage your CRM data using modules and layouts

Manage your CRM data using modules and layouts

Structure your CRM data using modules and layouts in Zoho CRM



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                                                                                                              • Related Articles

                                                                                                              • FAQs: Page layouts

                                                                                                                Is it possible to limit access for users based on their departments? Yes. Zoho CRM allows you to set permission for modules, records, layouts, and fields to determine whether users from a particular role or department can access the data or not. For ...
                                                                                                              • Adding Layouts Rules

                                                                                                                Layout Rules in Zoho CRM offer an interface for you to seamlessly manage dependency between fields in a layout. Your sales data are often inter-dependant. Consider the following examples. In a real estate company, the particulars required from a ...
                                                                                                              • Customizing Modules

                                                                                                                Modules in Zoho CRM, let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules in Zoho CRM are represented in the form of tabs such as Leads, Contacts, Deals, Tasks ...
                                                                                                              • Troubleshooting Module Customization

                                                                                                                Troubleshooting Modules and Fields 1. Why does the editor go from top to bottom instead of left to right when I click the Tab key while creating or editing a record? The order depends on the Tab Order Preference set by the Admin for each particular ...
                                                                                                              • Data Encryption in Zoho CRM

                                                                                                                Encryption is primarily used to safeguard the contents of a message so that only the intended recipient can read it. This is done by replacing the contents with unrecognizable data, which could be understood only by the intended and authorized ...
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