Page 27 - Getting Started Workbook for Admins
P. 27

Getting Started Workbook for Admins



              Zoho CRM lets you handle this by creating conditional layouts, which allow you to keep a layout
              dynamic and manage the dependencies between dierent fields within it.





                 1. Go to       Setup > Customization > Modules and Fields and click on the
                 insurance module.


                 2. Change to the Layout Rules tab and click the New Layout Rule button to specify
                 the rule name and choose the layout.



                 3. When you choose the layout, an option to choose the primary field appears. 
                 Enter your condition and click Next.






                                          New Layout Rule
                   Vehicle type
                   @ Insurance / Standard  Vehicle type

                                          Layout rule for dierent vehicle types

                           WHEN
                                          Choose a primary field that controls this rule.

                                          Vehicle type

                         Vehicle type
                                          Choose a condition to initiate the rule.

                                                          is               Commercial
                                          Vehicle type
                             is                                          Show Fields(1)
                                                                              3
                          Commercial
                                                                       Next Trigger an action
                                                                               Cancel
                                                                       Next

                             is                                          Set Mandatory Fields(2)
                        Personal/Private                                  Trigger an action





                        Choose an option




                   To learn more about customization in Zoho CRM
                  https://www.zoho.com/crm/help/customization/
                   https://www.zoho.com/crm/help/customization/





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