Choosing Between Layouts & Layout Rules

If you don't know whether to use Layouts or Layout Rules to hide or show field sections in your Zoho modules, then this video is for you. Alex Vaz with Cornerstone Solutions shows you when and where you should use either Layouts or Layout Rules. 00:00 Introduction 00:37 Begin Demo 02:01 Layout Rules vs Layouts 06:44 Why I Choose Layout Rules 07:19 Conclusion Knowing when to use layouts versus layout rules in Zoho CRM is essential for optimizing the CRM's functionality and tailoring it to your business needs. Layouts allow you to create different versions of a module’s interface, each customized to display specific fields and sections for various user roles or processes. This is particularly useful when different teams, such as sales and support, need to capture distinct sets of data. On the other hand, layout rules add dynamic functionality by automatically adjusting which fields or sections are visible based on specific conditions, ensuring that users only see relevant information as they progress through workflows. Understanding when to apply layouts versus layout rules helps businesses create a more intuitive, organized, and efficient CRM experience, driving better data management and user productivity. Sign up for more tips: http://www.zcrmhelp.com/zohotips/ or call for help: 713-661-5200 If you haven't signed up for your own Zoho CRM account yet, you can get a free account here: http://bit.ly/FreeZohoCRM You can get our Zoho ONE QuickStudy Guide from Amazon - https://amz.run/6UQ4 or our Zoho CRM QuickStudy Guide in either a spiral bound format - https://amzn.to/2PK44U8 or in Kindle format - https://amzn.to/2BWHZyY Choosing Between Layouts & Layout Rules ONERocks