Tip #29: Asigna campos de dependencia en Zoho CRM
Tips and Tricks #29, adaptado de Pavitra Jothi¡Hola usuarios!
Como cada semana te traemos un nuevo tip para Zoho CRM. Hoy vamos a comentar los campos de dependencia en CRM y cómo te pueden ayudar a mantener un mejor orden en la plataforma. Si quieres ver qué se ha comentado en los consejos anteriores, consulta este enlace.
Cuando creamos campos con listas de selección frecuentemente nos encontramos con listas largas que nos dificultan encontrar el campo que necesitamos. Dos ejemplos de este tipo de campos son el de País y Provincia. Las empresas que operan en varios países pueden seleccionar el país en el que se encuentra el cliente, y a continuación aparecen las provincias no sólo del país que ha seleccionado, si no de todos los posibles países en la lista anterior. ¿Debería haber un modo más sencillo, no? Y es aquí donde entran en juego los campos de dependencia. Donde al seleccionar un país, sólo las provincias del mismo se muestran.
De un modo similar, puedes crear dependencias entre los campos en los que uno representa el campo principal o independiente, y los otros representan los campos secundarios o dependientes. El campo principal controla los valores que aparecerán en los campos secundarios. Por ejemplo, si una empresa vende tres tipos de productos - aceite de oliva, jamones y vinos - de los cuales hay diferentes variedades, el campo principal puede ser AOVE (Producto), y Picual, Cornicabra y Hojiblanca serán los campos secundarios (Variedad de producto).
Para realizar la asignación de campos:
- Accede a Configuración > Personalización > Módulos y Campos.
- Selecciona el módulo en el que quieras hacer la asignación. En este caso será Tratos.
- Selecciona el diseño de módulo en el que se encuentren los campos que quieres asignar. En este caso, Tienda. En las opciones (...), selecciona la opción Asignar campos de dependencia.
- Haz clic en Nuevo para crear una nueva dependencia.
- Selecciona el campo principal (Producto) y el campo secundario (Variedad de producto) y haz clic en Siguiente.
6. Asigna a cada columna (Producto) los campos dependientes (Variedades de producto) seleccionándolos con la tecla CTRL o CMD.
7. Haz clic en Guardar.
De esta forma, los campos mostrados en Variedad de producto serán sólo los correspondientes al producto seleccionado:
Para saber más sobre la asignación de campos de dependencia, accede a este enlace.
Cuéntanos, ¿para qué usas tú los campos de dependencia? ¡Te leemos!
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