BIG CRM UPDATE! Edit, Filter, and Sort CRM Subforms from the Detail View

Опубликовано: 15 Июль 2026
на канале: Zenatta Consulting
1,982
51

In this video, we explore a significant update to Zoho CRM's subforms, including inline row editing, cloning, filtering, and sorting. These new features allow users to add, remove, and modify subform rows directly from the details page without switching to edit mode.

Enhanced Subform Management on the Details Page:
https://help.zoho.com/portal/en/commu...

💡 Need Help With Your Zoho Instance?
📅 Book a Meeting - https://zenatta.com/#free-consultatio...

🚨 UPCOMING MONTHLY TUTORIAL 🚨
Visit Club Zenatta to learn more!
https://club.zenatta.com

FREE Zoho One Trial
https://store.zoho.com/ResellerCustom...

Don't Miss Any Zoho News, Tips, Events & More
Subscribe To Our Newsletter - https://zenatta.com/newsletter/

💥 Zoho Team Training Programs 💥
Train Your Team In Less Than A Week!
👉https://zenatta.com/training/

👇 SUBSCRIBE 👇
♦️ YouTube -    / @zenatta  
♦️ Newsletter - https://zenatta.com/newsletter/
♦️ Twitter -   / zenattaconsult  
♦️ Facebook -   / zenattaconsulting  
♦️ LinkedIn -   / zenatta  

🧠 OTHER RESOURCES 🧠
♦️ Resource Library - https://zenatta.com/resources/
♦️ Events - https://club.zenatta.com/c/zenatta-ev...
♦️ Club Zenatta - https://club.zenatta.com/

💻 ABOUT US 💻
We don’t just implement Zoho tools—we create lasting impact. At Zenatta, a proud Zoho Premium Partner and the US Zoho Partner of the Year for 2024, we deliver systems designed to empower teams, streamline operations, and drive success across your business.

Through this platform, our mission is to provide actionable tips, detailed guides, and expert insights to help you maximize your Zoho experience and achieve your business goals.


#Zoho #Subforms #ZohoCRM