Multi Select Lookup Fields and challenges with Custum Views & Reports
Currently I am investigating custom fields in ZoHo CRM and Multi Select Lookup Fields (MSLF) in particular.
In the Accounts module we configured several new custom fields including two MSLF, one for products and one for packaging items. For those fields I created two new Modules (Products and Packaging). So far so good, this works great !
Then the challenge: when viewing the Accounts list you can use all (custom) fields to filter and show in the columns EXCEPT the MSLF ! No matter what I do it's not possible to use the MSLF in Custom View. Besides that: when creating a new report, I can only select ONE MSLF instead of the two I created.
Can anyone tell me how to make this happen?
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20075246136@zohoclosedAccount.com
Michael Trow
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Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One suchUser Tips: Auto-Create Opportunity/Deal upon Quote Save (PART 1)
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Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRMFunction #37: Create a Purchase Order from a Quote
Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
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