Standard Fields in Clients
Following are the list of Zoho defined standard fields available in the Clients module:
| Field Name | Description | Data type | Maximum Limit |
| Client Name | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
| Client Owner | Select the name of the user to whom the client is assigned. | Look up | - |
| Website | Specify the URL of the company's Web site. | URL | Alphanumeric(30) |
| Ticker Symbol | Specify the ticker symbol of the Company. | Text box | Alphanumeric(30) |
| Parent Client | Select the parent company name from the Change pop-up dialog. | Lookup | |
| Employees | Specify the number of employees in the client's company. | Numeric | Integers(10) |
| Ownership | Specify the type of ownership of the company from the drop-down list. | Picklist | |
| Industry | Select the type of industry from the drop-down list. | Picklist | - |
| Client Type | Select the type of client from the drop-down list. | Picklist | - |
| Client Number | Specify the reference number for the client. Up to 40 characters are allowed in this field. | Numeric | Number |
| Client Site | Specify the name of the client's location, for example, Headquarters or London. Up to 80 characters are allowed in this field. | Text box | Alphanumeric(30) |
| Phone | Specify the phone number of the client. | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the client. | Text box | Alphanumeric(30) |
| Rating | Specify the rating of the client. | Picklist | - |
| SIC Code | Specify the Standard Industrial Classification code of the client. | Text box | Integers(10) |
| Created By | Displays name of the user created the Client first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Client. | Date/Time | |
| Annual Revenue | Specify the annual revenue of the client. | Numeric | Integers(10) |
Billing Address
| Specify the billing address of the client. |
|
|
Shipping Address
| Specify the shipping address of the client. |
|
|
| Description | Specify any other details about the client. | Text area (long text) | 32000 characters |
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Creating Clients
Methods In Zoho Recruit, you can create clients by: Entering data in the client's details form: You can manually fill in the Client details gathered from various external sources. Importing Candidates from external source: You can gather data through ...Standard Fields in Contacts
Following are the list of Zoho defined standard fields available in the Contacts module: Field Name Description Data type Maximum Limit Contact Owner Select the Zoho Recruit user to whom the account is assigned. Lookup - Salutation Select the ...Standard Fields in Job Openings
Following are the list of Zoho defined standard fields available in the Job Openings module: Field Name Description Data type Maximum Limit Client Name Select the name of the client. Lookup Posting Title* Specify the name of the job opening. This ...Managing Clients
Introduction In a typical recruitment scenario, a Client represents a Company or a Department within the company, with which your organization is currently recruiting for with or is planning to recruit for in the future. A client record stores the ...Standard Fields in Forecasts
Following are the list of Zoho defined standard fields available in the Forecasts module: Field Name Description Year Select the fiscal year from the drop-down list. Forecast Period The period for which you can create forecasts can be either ...
New to Zoho LandingPage?
Zoho LandingPage Resources