Field Level Customization

Field Level Customization

Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are displayed within each module settings. However, depending on the business requirement of the organization, each module can have custom fields.

Standard Fields

By default, Zoho CRM provides some standard fields in each module. These fields can be displayed or hidden as per the organization's requirement. The mandatory fields cannot be edited or deleted.
Learn more 

Custom Fields

Besides the standard fields available in each module, Zoho CRM allows adding more industry-specific custom fields according to the business process. You can add custom fields in all the modules.
Learn more 

Formula Fields

In Zoho CRM, you can also create fields that can populate dynamically calculated data based on the values returned from other standard or custom fields.
Learn more 

Special Fields

The special fields are not common to all modules but are available to specific modules only. They are applicable only to particular modules depending on the purpose of their function.
Learn more 

    • Related Articles

    • Page Level Customization

      How Can I... Organize Page Details Customize Related List Customize Search Layout [Related Topics] Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, ...

    • Customization

      One of the key elements of Zoho CRM is its capacity to allow customization and the flexibility to do so. Zoho CRM is extremely customizable and allows businesses of all sizes and industries to adopt quickly. It lets the Administrators do all the ...

    • Module Customization - A Transition Guide

      Designing a module has just become a whole lot easier and quicker, thanks to the latest revamp of the Layout page to build a module. The new WYSIWYG Module Editor (What You See Is What You Get Module Editor) makes it hassle-free to create or edit a ...

    • Copying Customization

      Larger companies with multiple branches or services may require multiple CRM accounts. However, the core requirements remains the same for each CRM. Hence companies do not want to waste time cutomizing each CRM account individually. Zoho CRM comes ...

    • Formula Field Examples

      Formula Fields can be complicated sometimes. So, here are examples that will help you understand the usage of these types of fields in Zoho CRM. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field ...