Zoho CRM Subforms Vs Related Lists - Which to choose?

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  • เผยแพร่เมื่อ 2 เม.ย. 2024
  • In our latest issue of AZAAZ, we walk you the significant improvements to Zoho CRM Subforms and learn if they're enough to outshine Related Lists based on practical scenarios like volume handling and data update flexibility.
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    ❓The Question❓
    How powerful are CRM Subforms now? We need to make calculations based on the content of the subforms to be fed into a client portal.
    We also need a simple way to import new data and not overwrite what is already there.
    We also want to merge the data into documents.
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ความคิดเห็น • 7

  • @daviddybbro
    @daviddybbro 3 หลายเดือนก่อน

    Sweet video. All content, no fluff

  • @OwnedStuff
    @OwnedStuff วันที่ผ่านมา

    Could you do another one of these videos for the decision between Layouts vs Custom Modules?

  • @OwnedStuff
    @OwnedStuff วันที่ผ่านมา

    That is an absolutely awesome video. If you would have told me to pay 5$ to watch it. I would have been willing to.

  • @gpchess2k
    @gpchess2k 3 หลายเดือนก่อน

    Great video!

  • @JohnJBloomfield
    @JohnJBloomfield 3 หลายเดือนก่อน

    Many thanks for this you made a much stronger case for Subforms than I had anticipated... if it wasn't for that 200 record limit I'd be sold on them... but I'm afraid of creating a problem for the future.
    If you could export the subform from every record simultaneously so you could use it as the basis for a future import to a new module should we find we are hitting the limit that might be enough to negate the worry... some pondering to do I think.

    • @Zenatta
      @Zenatta  2 หลายเดือนก่อน +1

      Hey John! If you end up using subforms, and want to move them to a custom module related list later, you'd be able to export them via CRM Reports, or Zoho Analytics (if you have access to that app with your current licensing).

  • @waldonortje
    @waldonortje 3 หลายเดือนก่อน +2

    I have to say I dislike Subforms. Subforms lack history tracking which is always a massive red flag and subforms UI is not great. You have to scroll to the subform to see if there is any data where with a related list you can quickly see the count