Add Feature To Hide Plugin Sections On Record View

Add Feature To Hide Plugin Sections On Record View

Hi team,

I'm trying to help a client tidy up their CRM.

When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor.

I would like to see an option to hide those section either in Layout Rules or via an option on the Section settings.

I think this is not a big ask as I can see that on the front end those sections can be hidden by adding style="display: none;" to the parent div.

Here's an example of what I mean by style="display: none;" https://youtu.be/iEiLJJ5TaAQ

Below is an example of how that might look in the layout editor.



I see other users are looking for the same.

Thanks for listening.

    • Sticky Posts

    • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

      Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
    • Custom Function : Automatically send the Quote to the related contact

      Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
    • Function #50: Schedule Calls to records

      Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
    • Function #37: Create a Purchase Order from a Quote

      Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
    • Function-2: Round-Robin assignment of records

      Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
      • Recent Topics

      • ZOHO DELUGE / FLOW DOWN

        Internal errors are thrown for any URL invoked through deluge. This seems to be a Zoho wide issue, as all my organizations are effected. Additionally, each service independent of flow also results in the same type of error. EDIT: WE ARE BACK BOYS!
      • Add Client Profile to Criteria in Zoho Projects Task Automation Workflow Rule

        Add the ability to set a task owner criteria to a workflow rule in task automation, such that if the task owner is a client user i.e. not a specific client user. When you go to Settings > Task Automation > Workflow Rules to set up a workflow and add criteria
      • Zoho CRM Process Improvement Questions

        How to set up one email to check if specific actions or conditions are met? How to ensure emails on the CRM appear threaded within the CRM system? How to add a dropdown menu for selecting the state in relevant fields? How to unlock editing details when
      • Unbelievably slow service

        I'm having issues with all my flows since yesterday. Most of them seem to be slower in general. I'm also facing a timeout over 30 seconds because of this issue. As per status.zoho.com, the ms went from 6msec on the 23rd of nov to over 55msec average today.
      • Can I embed Zoho Project in Zoho CRM Record Detailed View

        Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added
      • Syncing Sql Query Table to Zoho Sheets

        I want to sync Query table to Zoho Sheets. I already used data connection zoho sheets but the issue I am facing is while it gets synced the data I entered in new columns next to synced columns is getting mismatched as new row data is coming. So is there
      • Enhance Appointment Buffers in Zoho Bookings

        There was previously a long-standing feature request related to enhancing the way appointment buffers work in Zoho Bookings, but it looks like the original post has been deleted. I am therefore adding a new request that Zoho Bookings adjust how appointment
      • Introducing Functions IDE in Zoho CRM

        Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the
      • Zoho Survey for reselling for a research company

        Hi, We need to use Zoho survey as a reseller of the the survey tool to our customers to conduct their feedback and survey. Just like how Zoho analytics provides option for on premise license based purchase - reseller model , can we purchase 10000(e.g
      • Extension Pointers - Simple yet significant pointers #7: Resizing a widget

        Setting widget dimensions   Creating a widget involves customizing your UI to the way you want it displayed. Along with customizing the appearance of the elements inside the widget, it's also possible to customize the dimensions, such as the width and
      • Are downloadable product available in Zoho Commerce

        Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
      • Don't Allow Customer to Edit Values After Submitting Ticket

        After a customer submits a ticket through the customer portal, they can go into the ticket and see some of the values from the questions they answered in the sidebar. Currently, a customer can edit these values even after they submitted them. This makes no sense. We ask very specific questions that we don't want customers to later change! Please disable the ability for customers to edit the values to their submission questions in the portal. Screenshot attached.
      • Delete after N days does not work in filter with multiple actions

        As shown in this thread, I created a filter to move mail to a certain folder, then delete after N days. I did not see the "N days" label in any mails as suggested in the reply. This only worked when I created a new filter with a single action (delete
      • How can I add Material cost to a project?

        Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara
      • Unable to change the "credentials of login user" option when creating a connection

        I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,
      • Cost centre reporting

        I understand we need to use reporting tags as books doesn’t have cost centre accounting, i want to understand if i simply want to generate a report for seprate cost centres where each tag represents a cost centre. When an expense entry is done the cost
      • Bulk Update: Filter doesn't work

        Hi I have 4 transactions in a category I made called 'Refund for Owner'. This is a subgroup within 'Other Income'. In Bulk Update, I apply the following filter:- I get 'No transactions' found. Any idea why? For reference, here are the 4 transactions:-
      • How to record issuance of dividend in Zoho Books

        Hi,  As a Private Limited Company, how do we record issuance of Dividend in Zoho Books. Can't seem to find any Account or feature in Zoho books that has anything to do with dividend. The closest seem to be Owners' drawings which doesn't seem appropriate for Pte Ltd companies.
      • Problem with Apple Mail and Zoho mail account

        I am no longer able to connect to my Zoho mail from Apple Mail. I get the dialog box saying "Cant connect to the account [my account]. Enter the Pasworrd for user [my username]. And asks for password. When I enter my password it returns. "Unable to verify
      • Option to Re-order from past orders

        Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?
      • Pagesense Poll pop-up behaviour

        Is it normal that the Poll popup in PageSense doesn't do anything after pressing the Submit button? I would expect it to give at least feedback to confirm that you have submitted, but when integrating it on my website I can give a reaction in the first
      • Sync Zoho Calendars

        I own two businesses with 2 different email addresses in Zoho. I need to sync the calendar events for both these email addresses to one calendar. I can find no help on this currently
      • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

        I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
      • Accidentally unsubscribed my entire list

        I have a list of Customers and Prospects that I sync from CRM.  I just created a workflow rule to remove contacts (unsubscribe) that fit a certain criteria. Unfortunately, my logic was flawed and I unsubscribed everyone on my list!  Is there a way to revert them back to subscribed status? Thanks, Scott
      • Edit Data Type in Custom Field

        I'm unable to edit the Data Type in a custom field i Projects.
      • Paid invoice

        When I record a payment from a customer then go and send them the invoice, it still says pay now. That should be automatically removed from the email or at least the option to remove.
      • RouteIQ for Zoho FSM

        Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
      • E-Mail auto-complete for deleted contacts

        I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showing
      • Auto Charge Recurring Invoices on their due date vs issue date

        Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?
      • Applying a custom filter to report on load

        Hi all Is it possible to applying a pre-built custom filter to a report on load? The filter I have created within the report basically filters out all records that are superseded. I would like to apply this filter on load as default so it only shows records that are not superseded. Regards Martin
      • Track individual and team performance with essential KPI metrics

        Hello everyone, Dashboards provide both real-time overviews and detailed summaries of important business data that support strategic analysis, planning, and decision-making. They provide a snapshot of the team's progress resolving tickets, performance
      • Hide panel shadow in zoho creator

        Hello, I was wondering if I could hide the shadow that appears around panels in Zoho creator stateless pages.
      • Can a new Zoho User (Zoho Account) be created via an API?

        I am looking for a way to be able to create new Zoho users (Zoho account) from within my application. I.e. I have a process where candidates apply via a public zoho creator form. When I like the candidate, I just click a button "Accept" and I want zoho user account created for that user, the user emailed the account information and they start getting access to the relevant areas of the zoho application. I have come across two conflicting posts with replies from Zoho support regarding my query - 
      • Star Rating - New Field Type

        Hi, Just an idea, How about a Star Rating Field. Simple 5-star system. Enables User to vote/rate on Form. View also displays rating for each row. It will be a new field type that we can drag and drop in form building. Dunno if it will be useful to everyone, but I'm aware that a lot of Creator users are here to use the forms for some sort of online questionnaire. This will surely help.
      • Feature Request: Detailed View - Related Block Links!

        Desperately need a view record link option on records displaying in the related blocks on a Detail View. For the love of god, please add this feature. Thank you!
      • Adjusting subform layout in custom record template (PDF)

        Hi there, For one of my forms, I’m working with a custom record template (PDF) that includes a subform. The subform contains two fields per row: an image field for uploading images and a single-line text field for descriptions. When I add the subform
      • Changing "Current Job Title"

        Hi there, A lot of our consultants manually update the candidates we have in our database when they have a new job title as some candidates we already have for years in our systems. Now the issue is with Zoho (we recently changed to Zoho) that we can not just edit that field put the title we want and save it when we working on a candidate as it is a pick list. We just want the "current job title" to be a basic text field and where wondering how w could do that? If it is not possible to change would
      • Assistance Required: Merging Applications in Zoho Creator

        Hello, everyone, We are planning to use Zoho Creator for one of our projects. The project includes two modules: Hotel Management and Fleet Hub Management, which are both listed on this page. Currently, we need to merge these two applications into a single
      • Kaizen #80 - COQL API - Part I

        Hi everyone! Welcome back to another week of Kaizen! This week, we will discuss the COQL Queries in detail. COQL (CRM Object Query Language) is a powerful query language based on SQL syntax that allows users to write their own queries and fetch records
      • Free Webinar Alert! From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail

        Hello everyone! We're happy to invite you all to our upcoming webinar: From Inbox Chaos to Holiday Calm: Wrapping Up Work in Zoho Mail. Break free from email overload! Join our webinar to learn how Zoho Mail helps take control of your inbox management.
      • Next Page