Improve configuration visibility and reduce manual documentation work in Zoho CRM with the Configs for Zoho CRM extension. This extension automatically creates CSV files containing the field configuration of the standard layout for selected CRM modules and saves them in a dedicated Configs module.
Administrators can create a config record, enter the API names of the modules they want to document, and let the extension generate CSV attachments with key field details such as the field label, API name, data type, and available picklist values. This makes it easier to review module structures, compare configurations, and keep a reliable record of CRM setup details.
The extension uses a read-only workflow to collect module field data and only includes fields that are used in the standard layout. Fields from other layouts, unused fields, and selected system fields are excluded, helping teams focus on the configuration that is most relevant for day-to-day CRM usage.
By centralizing field configuration files inside Zoho CRM, Configs for Zoho CRM helps administrators, developers, and project teams document CRM modules more efficiently, maintain better configuration transparency, and support cleaner handovers, audits, and implementation reviews.
Configs for Zoho CRM
Automate CRM field configuration exports for clearer documentation and better control
适用对象CRM 开发者: CEYOND Group