how to create a new module - microsoft · how to create a new module page 1/15. 1. what is zoho?...
TRANSCRIPT
How to Create A New Module
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1. What is Zoho?
Zoho is the operating system for business. Zoho has everything you need to boost sales, step upproductivity, and manage all day-to-day activities.
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2. Login
Click on Login button and enter the valid credentials to Sign In.
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3. Settings Icon
Click on Settings icon at right top to open the drop down list.
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4. Click Setup button
From the drop down list, click on Setup button.
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5. Setup Page
From the list of available Setup options, Click Modules options under Customization Tab.
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6. Create New Module
In the Module Layout page, click Create New Module.
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7. Name the layout
Click on Pencil icon to name the layout.
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8. Enter Module Name
Enter the Module Name in Plural form & Singular form.
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9. Click Save button
After filling the data, click on Save button.
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10. Add New Fields
Drag and drop new fields to the layout as required.
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11. Click Save
Once all the new fields have been added, click Save button.
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12. Module Permission popup
On saving the layout, you will be prompted to define the permissions for the layout. In the ModulePermission popup, enter the user profiles that will have access to the layout.
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13. Click Save button
Click on Save button to successfully create a new module.
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THANK YOU
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