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ZOHO CRM – Tab top to bottom in forms!

By November 26, 2016No Comments

Zoho CRM form navigation configuration just got more flexible!  We now have the option to set the ‘Tab Order’ to either Left to Right (previous default) OR Top to Bottom (NEW) on a section by section basis.

Why am I so excited about this?  Its because I prefer my forms to be organized with like information grouped together on a side, but then when I’d be filling in a form and tabbing from field to field the cursor would bounce from left to right and drive me nuts.  Now I can have the cursor travel from top to bottom on the left, then top to bottom on the right.  Here’s how:screen-shot-2016-11-12-at-11-40-10-am

  • Open the form for customization:
    • Setup Icon->Setup
    • Customization -> Modules
    • Select the Module
  • Hover over the section
  • Click the Gear Wheel on the right
  • Select Top to Bottom under Tab Order

 

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