Zoho CRM
Can I map the fields of one layout with the corresponding layouts of another module?
Yes, if you have created multiple layouts for a module, you can enable the conversion of leads across layouts of modules. Let's say, for instance, that you have created a layout called Mobile Service in the Leads module. All the fields of Mobile ...
If a record has been created and the layout not been made available to the record owner, can he still access and edit the record?
Yes. Even if a layout of the record is not available to the owner of the record, he/she can access and edit the record.
What if the layout is changed for a record assigned to a sales rep? Can the user continue to access it even though he/she does not have access to the new layout?
Yes. The owner of a record can continue to access and edit a record even if the layout of the record has been changed.
Can I access page layouts from the mobile app?
No. Page layouts are currently not available for the Zoho CRM mobile app.
What will happen to my records when I downgrade my edition from the Enterprise edition?
When you downgrade your edition from Enterprise, the records from the different layouts will be assigned to the module's Standard layout (or default layout as the case may be).
Are the field permissions layout-specific?
No. The field permissions are not layout-specific. If you change the field permissions of a field in one layout, these permissions apply for the field in other layouts of the module as well.
Are the picklist field values specific to profiles?
The picklist field values accessible to a user depend on the layout permission for the user. For example, if a module has 3 layouts with 5 different values each for a picklist field and a user has access only to two layouts, he/she will have access ...
How can I re-use the pick list values of a field from one layout to another?
If you have edited the picklist values of Layout A and you wish to re-use them in Layout B, follow these steps: 1. Go to the desired layout (Layout B). 2. Click Edit Properties on the required picklist field. 3. Click Add Options in Bulk > From other ...
What will happen to the records if a layout is deleted?
When you attempt to delete a layout, you will be prompted to transfer the records of that layout to another existing layout. Once you've deleted that layout, the records will be transferred to the layout that you have chosen.
I am not able to create a new layout. Why?
These are the reasons why you may not be able to create a new layout: You are not in the Enterprise Edition of Zoho CRM. You do not have the Customize Zoho CRM permission.
If I change a field's properties in one layout, does it get reflected in another layout? Where it is used?
No. If you change the field properties of a field in one layout, the changes are effective for that layout only.
Can a profile have multiple page layouts?
Yes, a profile can have access to more than one layout - however there can be only one default layout for a profile. To manage layout assignment Go to Settings > Setup > Modules and Fields > Layout. Click the Layout Assignment button. In the Layout ...
When a layout is cloned, are the fields of the layout also cloned?
Yes. When you clone a layout, all the fields and sections along with the field and section properties are cloned to the new layout. You can edit the new layout to make the desired changes.
Can I set different set of mandatory fields in different layouts?
Yes, you can.
How will records created via APIs be associated to different layouts?
Records that are created via APIs will be associated to the default layout specified for that module.
How can I associate records created via webforms to a layout?
While creating the webform, you will have an option to choose the default layout to which records created via webforms should be assigned. All records created via webforms will then be assigned to the chosen layout here.
How can I associate records to layouts on import?
To associate records to layouts on import: Go to the desired module. Click Import > Import [records]. In the Import Records screen, select the import file and select a value for Layout field. Click Next and proceed to execute map fields and import ...
What happens to a module's existing records when I create page layouts for the first time?
When you create a page layout for the first time, your existing records will be assigned to the Standard layout of the respective module.
How do I send automated birthday wishes or reminders?
You can send automated birthday wishes or reminders by setting up a workflow rule to create scheduled actions. Read more on creating a workflow here. Set the workflow rule to execute during a certain date (contact's birthday). Set the workflow to ...
How to delete recurring tasks?
Click on the Activities tab, go to Tasks and click Edit on any instance of that recurring task. Click on "More Actions" at the top of the Edit form, and Edit Repeat Series. Set the end date for the series to "Today".
Can I have two leads from the same company? If so, will all leads for a company be added as contacts to an account?
Yes, it is possible. When you're converting leads from the same company, you can associate both of them to an existing Account and manage those contacts easily.
What is the difference between Open Leads and Converted Leads?
Open Leads are those leads that have not been converted yet, while Converted Leads are those that have been recently converted from leads to contacts or an account. More information on converting Leads
Can I create multiple contacts for Leads (with Company as lead) in Zoho CRM?
No, we do not have an option to create multiple contacts for a lead in Zoho CRM. However, follow these alternative steps to do so: 1. Click the Leads module on the top left hand corner of the screen. 2. Create on + next to the Leads tab and enter ...
Is it possible to embed a web form on email campaigns?
Yes, you can embed a web form onto email campaigns. You can start by generating a web form on Zoho CRM and hosting it on your web page. Learn more about generating a Web Form. Once you've done that, link the web form URL to a custom button and insert ...
I want to generate a lead status report to view leads that have remained in a particular stage for a certain number of days. Is this possible?
Blueprint in Zoho CRM is a process automation feature, which helps you streamline your sales process. Using Blueprint Reports you can see exactly how long a record has remained in a particular state. In addition to this, if you wish to generate a ...
How do I close an event so that it does not show up in the open events list?
In Zoho CRM, you don't have to close an event manually. Events will be automatically closed once the End Time has elapsed. For example, if the End DateTime is 08/17/2017, event will be closed automatically the next day, i.e., 08/18/2017.
How can I set the hour view for a day as default?
The hour view is available in the Day View of the calendar. In addition, you can also select the Week or Month view.
How is the Task Subject customized?
By default, Email, Phone, Meeting and other fields are available as a Task Subject's value. You can customize the Subject field values by editing the field. Go to Setup > Customization > Modules and Fields and edit the field. See Also Custom Fields
How can other members be invited to an event?
You can invite members for an event by following these steps: Go to the Activities tab. In the Activities Home page, select the event for which you want to invite members. In the Event Details page, under the Related List items, click Add ...
How can closed activities be tracked for future reference?
The closed tasks are displayed under the Closed Activities related list in each module. You can select the Closed Activities view to track the archives.
How can I receive notifications about my tasks and events?
When a task is created, you have the option to set reminders. You can set two types of reminders: Alert through email or alert through pop-up. See Also Set Reminders
What happens to an activity if I change my record ownership?
If you change the owner of the records (leads, contacts, accounts, cases etc.), all the open tasks/events get assigned to the new record owner.
Can I customize my Activities page?
Yes, you can customize the page layout for the tasks, events and calls. The following customizations are possible: Add new fields (not available for calls) Add or delete sections Rename fields Add required fields or hide the unwanted fields Mark ...
Can I modify my task subject?
By default, some of the common subjects, such as Call, Send Email, Meeting etc., are available in the Task form. You can also specify your own subject in the Subject field.
Why are tasks not displayed in calendar?
Tasks are status bound and they can be completed anytime within a specified time period. Events, unlike tasks, are time bound. You have to attend to these within a stipulated period of time. Hence, tasks are not displayed in the Zoho CRM Calendar.
Is it possible to create recurring tasks?
Yes, you can create both recurring tasks and events. To create recurring tasks In the Activities Module, click New Task or New Event. You can also create a task from within a record by clicking the New Task/New Event link in the Open ...
What types of notifications can I setup while creating a task or event in Zoho CRM?
While creating a task or event in Zoho CRM, you can set two types of reminders. They are: Alert through Email - On selecting this option, you can receive reminders for your tasks or events through emails. Alert through Pop up - On selecting this ...
How can I create Tasks for many contacts at one shot?
Zoho CRM allows you to create tasks for many contacts in a single shot using the Create Task button. To create tasks for multiple Contacts: Click the Contacts tab. In the Contacts Home page, select the check box(es) corresponding to the contacts and ...
How to import Tasks and Events?
Currently, you cannot import tasks and events related to other CRM records from the Activities module. However, you can import these records from the Setup > Data Administration > Import page, provided they have the proper mapping-relationship with ...
How do I view events that belong to other users?
You can look at other users events by following the steps given below: Click the Activities tab. In the Activities Home page, select the "All Events" list view from view drop-down list. The view page displays the events of all users.
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