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ZOHO CRM – Relate a record to more than one user

By March 9, 2018No Comments

In each module of Zoho CRM, there has always been the standard “Owner” field which is essentially a User look-up that designates which user “owns” the record.  Zoho has recently added some exciting new customization features, one of which is the ability to add a custom “User” field to a module form.  This new feature allows you to relate the record to more than one user!  It is available on the field palette:

Suzanne Kirkland

Author Suzanne Kirkland

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