Zoho CRM: Subform Bulk Additions and Permissions

Zoho CRM: Subform Bulk Additions and Permissions

Zoho has introduced two significant features to enhance subform functionality: Bulk Additions via Lookup and Subform Permissions.

Bulk Additions via Lookup  

Previously, adding multiple entries to a subform required users to input each row individually on the Records page, which was time-consuming for large datasets. With the new update, users can now add multiple rows simultaneously through a lookup option.


Process:

    • Select "Add multiple rows" from the "add row" dropdown menu.

    • A pop-up window will display a list of records, allowing users to select multiple options by checking boxes.

    • To add or edit values for specific columns (e.g., quantity), click "Add values for selection" and input the necessary data.

    • Confirm the selections to populate the subform with the chosen entries and values.






This feature simplifies data entry, significantly speeding up tasks like quote creation by allowing sales reps to associate multiple products with each quote efficiently.

Subform Permissions

Zoho has also introduced enhanced subform permissions, allowing administrators to manage access more comprehensively.

Features:

    • Admins can set permissions for the entire subform, including view, create, edit, and delete options.

    • This update replaces the need to configure individual field-level permissions, streamlining the process.

    • Example: A Sales Associate may have full access to view, add, edit, and delete subform data, while a Compliance Officer may only have view access with restricted editing capabilities.




Admins can configure these permissions by accessing the settings icon at the top of the subform, applying specific permissions to different roles.



Subform permissions in portals

The update also extends to portals, enabling businesses to grant external access to subforms for customers, partners, or vendors. Admins can manage subform permissions within portals, including view, create, edit, and delete options.


Note:

  • Users can clone subform rows if they have create permission.

  • Users with edit permission can reorder rows.

  • Deleting rows requires edit access.


    These updates offer a more intuitive and efficient way to manage subform entries and permissions, enhancing overall usability and control.For more details contact pfc-group.com .

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