Customizing Links and Buttons
Zoho CRM offers several out-of-the-box features to extend business logic into CRM, which includes the ability to build custom fields, forms, modules, and pages to cater the unique needs of your business. In addition to this, you can now start creating your own buttons and links within your CRM account and achieve desired results based on your business needs.
Create links to access third party applications and urls to acquire the desired information. This is an advanced feature that gives you the advantage of integrating content from other sites also in addition to your CRM account, in just a single click.
Add Links | Delete Links
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Setting up Fields & Links Permissions
Set Access Permissions for Fields With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to ...