Subforms

Subforms

Add subforms to the modules to include additional information



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                                                          • Related Articles

                                                          • Can the fields in subforms also be marked as personal?

                                                             Yes, you can also mark those fields which are supported for processing in subforms as personal. 
                                                          • Building a Subform

                                                            In simple terms, a subform is a secondary form or a table, which enables you to add multiple line items to a primary form. Your CRM data are often inter-dependent. You may have the necessity to associate multiple items to a single record. In ...
                                                          • Can fields from a subform be reviewed in the review process?

                                                                  Yes, fields from layouts and subforms can be selected for a review process The following field types can be selected for review:   Single Multi line Email Phone Date Date/time Number Currency Decimal Percentage Long Integer ​URL
                                                          • Can I select all the fields in the record to be sent for the review process?

                                                            Review processes only can be created for the following field types:  Single line Multi line Email Phone Date Date/time Number Currency Decimal Percentage Long integer URL These same field types in subforms can also go through a review process. Read ...
                                                          • Inventory Management

                                                            Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...

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