Monday, November 25, 2013

Zoho CRM Launched Custom Modules

You Can Develop New CRM Modules Using Built-In Tools That Need No Programming Skills.

(Create your own Menu Tabs with Custom Forms)

What is Custom Modules?

Custom Modules - Create custom tabs, just like other standard modules, and build module relationship by linking custom module records with standard module records. Like other standard modules, you can customize, import and export data, configure workflow rules and generate reports for the custom module.

Key Benefits

  • Add fields and modify the page layout as per your needs.
  • Use roles and profiles to define access controls for the custom modules and its fields.
  • Import data to the custom modules with ease.
  • Take a backup of your data, anytime.
  • Create workflow rules to automate your business process.
  • Build module relationship by linking custom module records with standard module records.

Learn more details on our next Zoho CRM Overview Webinar.

Happy Selling.

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