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
Subforms - An Overview In simple terms, a subform is a secondary form or a table, which will enable you to include multiple line items into a primary form. Your CRM data are often inter-dependent. Often, you may have the necessity to associate ...
Data Migration - An Introduction
The Data Migration wizard in Zoho CRM ensures that your data is migrated accurately and helps you reduce much of the manual work. It automatically maps import files to CRM modules and import file columns to Zoho CRM fields. In the case of modules ...
Creating Conditional Layouts
Conditional layouts 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 ...
Creating Conditional Layouts
Conditional layouts 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 ...