In Zoho CRM, you can set up a parent-child relationship between various accounts, through these steps: Associate existing accounts to the Parent Account: In the Account Details page, select the required account from the Parent Account look-up field. ...
Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing related lists, search layout and the list views. Organize Page Details The option to ...
Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...
Understand page layouts with a scenario Here is a simple scenario in which we will demonstrate the use of page layouts in Zoho CRM. With this as an example, you will be able to implement page layouts for your organization depending on your company’s ...