Saturday, June 21, 2014

ZOHO CRM - Adding Fields to your Quick Create/Add Forms


"Quick" Forms are the Module Add Record forms that pop up from another module - for example when you're in a Quote and you want to add a new Product.  But the first time you try it you might see that not all of the fields you'd like to fill in are present on the Quick form... so how do you add these other fields?  Easy!  You make them mandatory.  Go To Set-up -> Customizations -> Layout.  Select the module who's Quick Form you want to modify.  Hover over the fields you'd like to add to the Quick Form and check the "mandatory" box that appears on the right.


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