Customizing Fields
Classify and track record status with picklist mapping
A record category is a high-level classification that would represent the overall status of a record by grouping related picklist values into broader, meaningful categories. It helps summarize where a record stands without relying on individual or ...
Address Field
Address Field is being rolled out in phases, and currently available only in the IN DC. For new signups, system-defined address fields in Leads, Contacts, Accounts, Vendors, Quotes, Invoices, Sales Orders, and Purchase Orders are already in the new ...
Field of Lookup
Overview Lookup fields enable users to associate records between two modules. Let's say, for example, you have two modules: Students and Courses. By adding a lookup field called Course type in the Students module, users can select a course when a new ...
Lookup Filters
Some of the features are available only to specific customers. Overview Lookup filters in Zoho CRM help streamline data selection by ensuring users can only choose relevant records when associating data across modules. This reduces the risk of errors ...
Working with global sets
Global sets in Zoho CRM help you easily manage picklist values that recur across modules. For an overview of this feature, see Overview of global sets. Where can I find global sets? Users with the requisite permissions in their profiles will be able ...
Overview of global sets
Use global sets to manage picklist values that are common across modules. You may have picklists in your CRM system that have the same set of values. Normally, you would have to create and maintain a copy of this set of values separately for each ...
Color Coding of Picklist Values
Picklists are convenient and functional, as they convey the current state of the record.For example, the lead status or the current stage of the deal, etc., can be easily distinguished and monitored. Furthermore, to provide aesthetic distinction and ...
Examples of Formula Field
Formula Fields can be complicated sometimes. So, here are examples that will help you understand the usage of these types of fields in Zoho CRM. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field ...
Creating Formula Fields
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and there are specific operators ...
Fields List Page
The Fields section of a module in Zoho CRM presents details of fields in the selected module. The Fields section has two sub sections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
Tracking History of Picklist Values
In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal ...
Types of Custom Fields
In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...
Modifying Special Fields
Some fields in Zoho CRM are not common to all modules, they are available and applicable only for particular modules depending on the purpose they serve. These fields are termed as special fields. The list of special fields in CRM are: Terms & ...
Functions in Formula Fields
Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho CRM formula type custom field supports four different ...
Data types in Formula Fields
Data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, return value or the ...
Building Formula Fields
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided date of ...
Working with Custom Fields
In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...
Standard Modules & Fields
The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...