Rollup summary field in Android app
Rollup summary is a read-only field that helps you calculate values from related records automatically.
It works by creating a relationship/association between a parent record and its child records.
For example, if Contacts is the parent and Tasks are the child records, a rollup summary field can calculate data from all tasks related to a contact. It could show the total completed or pending tasks for that contact and display the result in the contact record.
Practical application
In a real estate business, a roll-up summary field can be used to show the count of open deals for a property.
For instance, a sales executive on their way to meet a high-value client can use their mobile CRM to quickly access important information. Before the meeting, they open the Accounts module to:
- Check the total number of deals associated with the client's account.
- Review the number of deals that have been successfully closed.
How it works in the Android app
In the Zoho CRM android app, users can view the rollup summary field configured in the web application. This field can be viewed on the record detail page.
Note: The Rollup summary field will not appear while editing the record.
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