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Section

A Section in Zoho CRM is a named grouping of fields within a Page Layout. Sections help organise a record's fields into logical blocks - such as Basic Information, Address Details, or Deal Financials - making long forms easier to navigate and fill in.

A Section in Zoho CRM is a named grouping of fields within a Page Layout. Sections help organise a record’s fields into logical blocks – such as Basic Information, Address Details, or Deal Financials – making long forms easier to navigate and fill in.

What is a Section in Zoho CRM?

When you open a Page Layout in the Zoho CRM layout editor, you will see that fields are organised into Sections. Each Section has a name (visible as a heading in the record view) and a configurable column count (1 or 2 columns). You can add, remove, reorder, and rename Sections to match your team’s workflow.

For example, a Contact layout might have Sections called: Basic Information (Name, Email, Phone), Company Details (Account Name, Title, Department), Address (Mailing and Other), and Social Profiles (LinkedIn, Twitter). This makes the Contact record much easier to complete than a single long list of fields.

Collapsible Sections

Sections in Zoho CRM can be configured as collapsible. Users can collapse sections they rarely need, keeping the record view clean. This is especially useful on modules with many fields, such as a Custom Module built for detailed project or asset tracking.

Industry Example

Financial Services: A wealth management firm’s Account layout has five Sections: Basic Info, KYC Details, Investment Profile, Portfolio Summary, and Communication Preferences. Each section is filled in by a different team at different stages of onboarding. Collapsing completed sections keeps the active section prominent.

Frequently Asked Questions

What is a Section in Zoho CRM?

A Section in Zoho CRM is a named grouping of fields within a Page Layout. Sections help organise a record’s fields into logical blocks – such as Basic Information, Address Details, or Deal Financials – making long forms easier to navigate and fill in.

Can Sections be collapsed in Zoho CRM?

Yes. Sections can be configured as collapsible in the Page Layout editor. Users can then collapse sections they do not need during a particular interaction, keeping the active part of the form visible.

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