Zoho Workerly | Modifying Special Fields

Modifying Special Fields


There are certain fields in Zoho Workerly, which are not common to all modules. They are available and applicable only for particular modules depending on the purpose of their function.

Customize Terms & Conditions

This field provides you an option to define the text for terms and conditions.

Availability

Profile Permission Required: Users with the Field-level Access permission can access this feature.


To customize Terms & Conditions

  1. Log in to Zoho Workerly with Administrator privileges.
  2. Click  (the Settings icon) > Setup > Customization > Modules.
  3. Select the required module from the Modules list view.
    The Layout Editor is displayed.
  4. Scroll down to the Terms and Conditions section and click the Settings icon on the Terms and Conditions field.
  5. Click Edit Properties.
  6. In the Multi Line Properties popup, specify the Value.
  7. Click Save.
    Depending on the module for which the Terms & Conditions are created, the text will automatically be displayed in the page.

Note

  • This field is displayed only for new records and does not roll up for the existing records page.

    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


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            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 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

                                                                                                      • Building Formula Fields

                                                                                                        The Zoho Workerly formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided ...
                                                                                                      • Standard Fields In Temps

                                                                                                        Following are the list of Zoho defined standard fields available in the Temps module: Field Name Description Data type Maximum Limit Temp Owner Select the Zoho Workerly user to whom the temp is assigned. Lookup - Salutation Select the salutation from ...
                                                                                                      • Standard Modules & Fields

                                                                                                        The following tables give the list of supported fields in the Zoho Recruit Modules along with their description. Temps Field Name Description Data type Maximum Limit Temp Owner Select the Zoho Workerly user to whom the Temp is assigned. Lookup - ...
                                                                                                      • Creating Custom Fields

                                                                                                        In Zoho Workerly, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's Workerly account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined ...
                                                                                                      • Standard Fields In Contacts

                                                                                                        Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Workerly user to whom the account is assigned. Lookup - Salutation Select the ...
                                                                                                        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