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/
Zoho CRM Resources 26