Layouts vs Layout Rules in Zoho CRM

Have you ever wondered what the difference is between Layouts and Layout Rules is in Zoho CRM? Zach Spader with Cornerstone Solutions demonstrates both Layouts and Layout Rules to help you decide which is best for your organization.

00:00 Introduction
00:21 Begin Demo
02:40 Standard Layouts and Alternate Layouts
06:35 Layout Customization
08:06 Layout Rules
12:17 Creating Mandatory Fields
13:45 Conclusion

In Zoho CRM, layouts and layout rules serve distinct but complementary purposes. Layouts refer to the visual arrangement of fields and sections within a module, determining how data is displayed and organized for users. These layouts can be customized to tailor the CRM interface to specific user roles, preferences, or business requirements. On the other hand, layout rules are conditional settings that dynamically control which layout is displayed based on predefined criteria. Layout rules enable businesses to automate layout changes based on specific conditions, such as the value of a field or the user's profile. While layouts dictate the static structure of data presentation, layout rules provide flexibility and automation, ensuring that users always interact with the most relevant and contextual layout based on the current state of data or user context.

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Layouts vs Layout Rules in Zoho CRM
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