How do I customize the subject field picklist in the Tasks module based on logged in user role in Zoho CRM?

Rajnish Dixit . Jul 06, 2024

Zoho CRM does not offer picklist customization based on user’s role. However, user with the administrative access can modify the subject field picklist in following manner:

Tap on Setup > Customization > Modules and field
Choose Task Module
Click on Layout and then click Edit Layout
Tap on Edit Properties
Choose the default value
Update the values under Pick List Option
Tap Save Changes

Mohd. Imran Jul 06, 2024

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