Build your CRM
Calls in Vertical Solutions
Making and receiving calls are an essential part of a rep's daily activities. They need to track the calls that are made to the customers, schedule calls according to the customer's availability, take down the details of the calls, and make note of ...
Understanding Reports in Vertical Solutions
As your organization grows, the data you gather becomes more complex and contains valuable information about different aspects of your business, such as customer behaviour, sales, and opportunities. Extracting useful information from this data is ...
Connectors
Connectors power up your CRM and add functionalities by Integrating with other services through its APIs (OAuth 2.0). Getting Started with Connectors Connectors enable the process of establishing integrations between the solutions built over Vertical ...
Standard Modules and Fields
Vertical Solutions provides you with a few standard modules that you can readily use. These predefined modules come with a set of default fields and layout. When you create a new solution from your Developer account, you can select the standard ...
Page Layouts in Vertical Solutions
Page layouts in Vertical solutions allow you to organize the fields, sections and related lists in the record detail page of a module according to your business needs. With our intuitive easier-to-use drag-and-drop editor, you can add, remove, delete ...
Automation - Creating Blueprints
This guide will help you with the following: Introduction Building blocks of a Blueprint Designing a Blueprint Enter Basic Information Define Process Flow Configure Transition Settings Common Transition Points to Remember Introduction A Blueprint is ...
Automation - Setting Up Webhooks
This guide will help you with the following: Set up Webhooks Use Webhooks Business Scenario 1- Calculate Sales commissions in Zoho Creator App Refer Error Codes HTTP Status Codes Custom Errors Webhooks facilitates communication with third-party ...
Automation - Setting up Custom Functions
This guide will help you with the following: Create Custom Functions Program Custom Functions Test Custom Functions Associate with Workflow Rules Manage Custom Functions Custom functions help in automation where procedural logic is required, ...
Automation - Workflow Field Updates
Field Update helps you automatically update certain field values in the records, when the associated workflow rule is triggered. To create field updates Log in to Zoho Developer console and click Vertical Solutions. In the Vertical CRM page, select ...
Automation - Workflow Tasks
Workflow tasks allow you to automatically delegate important responsibilities to different employees within the end user organization. To create a workflow task Log in to Zoho Developer console and click CRM for Verticals. Select the application ...
Automation - Workflow Alerts
Workflow alerts allow you to build notifications into your CRM systems. When a particular workflow rule is triggered, a template email will be sent to the relevant person or people in the end user organization. Note You can associate maximum 5 alerts ...
Automation - Workflow Rules
This guide will help you with the following: Create Workflow Rules Part 1 - Specify the basic details of the rule Part 2 - Configure the execution criteria Part 3 - Set the rule criteria Part 4 - Associate instant and/or time based actions ...
Customization - Email Parser
This guide will help you with the following: Create an Email Parser Naming and Module selection Prepare Template for parsing Select Fields to be updated Assign Record Owner Add Approved Email Addresses Manage Email Parsers Use the parser in Vertical ...
Customization - Adding Custom Related Lists
This guide will help you with the following: Add Custom Related Lists Create Custom Functions Example Edit Custom Related Lists Delete Custom Related Lists Each record created by your subscribers in your vertical CRM has the option to associate ...
Customization - Using Subforms
This guide will help you with the following: Create a Subform Associate fields from a lookup module Add an aggregate field Manage Field Properties Edit a Subform Delete a Subform View Field Limits Use Subform data in Reports A Subform is an effective ...
Customization - Working with Custom Modules
This guide will help you with: Add Custom Modules Edit Custom Modules Link Custom Modules With Other Modules Manage Modules Delete Custom Modules Zoho Developer offers more than 10 standard modules for Sales, Marketing, Customer Support and ...
Customization - Creating Custom Fields
This guide will help you with the following: Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Delete Custom Fields Create Currency Fields Add Pick List Values Add Multi-Select Pick List Values Create Lookup Field Create Auto ...
Customization - Managing Web Tabs
Web tabs help users to open web pages like company-wide announcements, web applications, etc. inside CRM. All the users of your Vertical CRM application can view these web tabs. Create web tabs To create web tabs Log in to Zoho Developer Console and ...
Customization - Using Custom Buttons
This guide will help you with the following: Create Custom Button Define Button Action Edit Custom Button Delete Custom Button In addition to modules, fields, pages, links, and a lot of other elements, Zoho Developer also allows you to create new ...
Customization - Sign Up Function
The Sign Up function allows you to adjust the user sign up settings for your Vertical Solutions. Some adjustable features include setting default input values, sending out email notifications, and setting custom organization variables for later use. ...
Standard Reports
Vertical Solution's reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. Standard reports are available for different modules, which can be either used as it is or ...
Scheduling Reports
Schedule Reports You can arrange for the reports to be sent to internal or external users at predetermined times. There are options to choose from regarding the frequency of sending the reports and the formats in which to send them. To setup report ...
Organizing Reports
You can create an unlimited number of reports using your CRM data. In order to work with them in an orderly manner, several options are available to you. From viewing recently used reports to categorizing most relevant reports, there are a number of ...
Working with Reports in Vertical Solutions
This guide will help you with the following: Create Reports Use Filter Criteria Use 'Last Activity Time' in Criteria Edit Reports View Reports Delete Reports Add Reports to Dashboard You can create reports on any module in Zoho CRM (except Price ...
Building a Real Estate CRM
Zoho Developer Console allows developers to transform your CRM into an industry specific CRM solution. A real estate CRM needs to manage comprehensive and comparative details about properties, offer ease in handling Buyer and Client data and provide ...
Adding Developers
This guide will help you with the following: Add a Developer to a Portal Add a Developer to an App Manage Developers You can add a developer to your Developer Console account so that they can collaborate with you in building your solutions. Once you ...
Setting up Fields & Links Permissions
Set Access Permissions for Fields With the field-level security, you can allow your customers to control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields ...
Managing Profiles
The profile function controls the permission to CRM modules, records, fields in a record, and various utilities, such as import, export, send email, mass update, etc. Users associated to the profile can access only the functions that are assigned to ...
Portals
This guide will help you with the following: Create a Portal Configure the Portal Settings Preview the Portal Send Portal Invite to Users A Portal enables you to share selective data in the Vertical Solution with your customers. For example, consider ...
Widget Support
This guide will help you with the following: Embed a Telephony Widget Create a Web Tab Create a Related List Create a Custom Button Create a Getting Started Widget Create a Business Card Widget Sometimes, you may want to include features in ...
Setting up your CRM Application
The first step in building your vertical CRM is to configure certain basic settings and choose the application modules you'd like to include. To create and setup a new application: Log in to your Zoho Developer account and click CRM for Verticals. In ...