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Field Of Lookup
The Field of Lookup feature in Zoho Vertical Solutions helps enrich the primary module with contextual data from the associated module of a lookup field. You can select the necessary fields from the associated module and either map them to existing ...
Variables
Variables in Zoho Vertical Solutions platform acts as a container to store data, which can be reused across different parts of our platform. It helps in automating mundane processes, tailoring user experiences, and integrating with other ...
Layout Rules
Layout rules offer a powerful way to dynamically change the behavior of fields, sections and subforms in real-time based on the values provided by the user. This helps in streamlining the data entry and enhance user experience by ensuring only ...
Layouts
Layouts in Zoho Vertical Solutions are versatile interfaces that help businesses to structure their data to fit specific requirements. The key advantage of using layouts is that you can streamline the data management by ensuring that users interact ...
Lookup Field
The lookup fields in Zoho Vertical Solutions help in establishing a relationship between two modules, which can be within the same module or across different modules. When a record is linked through a lookup field, it becomes the 'associated record'. ...
Parallel and Multiple Transitions in Blueprints in Vertical Solutions
This feature is currently in early access mode and will be rolled out to all users in the first week of November 2024. Parallel Transitions in Blueprints In a blueprint, each stage or milestone is defined as a State, and the movement between these ...
Blueprints in Vertical Solutions - An Overview
Businesses often have complex multi-stage and multi-step sales processes. These processes can be challenging to manage and track, particularly so if they are not well-defined or documented. This might result in inconsistencies and gaps in the ...
Workflow Rules in Vertical Solutions
Workflow Rules automate actions such as sending email notifications, assigning tasks, and updating record fields based on specified conditions. This feature simplifies processes by automating tasks when certain criteria are met. Key Components of a ...
E-Sign : Implementation Guide
E-Sign lets your subscribers send documents for electronic signing using a designated Send for E-Sign button, which can be placed on any page you decide.This feature is provided by integrating with Zoho Sign using various developer tools offered by ...
Webhooks in Vertical Solutions
Webhooks in Vertical Solutions enable integration with external applications by sending real-time web notifications, along with relevant data, whenever specified events occur in the solution. By setting up HTTP URLs and linking them to workflow ...
E-Sign for Zoho Vertical Apps
E-Sign for Vertical Apps is a feature that can be added into your Vertical Solution, enabling users to request electronic signatures for documents. This functionality allows users to send documents to any recipient, both inside and outside your ...
Modules - An Introduction
Modules in Vertical Solutions let you categorize and track various aspects of your business such as Sales, Marketing, Customers, Products, Meetings and the like. Modules are represented in the form of tabs such as Leads, Contacts, Deals, Tasks etc. ...
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 solution 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 ...
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
Building a blueprint can be summarized into three main steps: Specify the basic information: This includes the module, layout, and field for which the process should be created. Define the process flow: This involves using the Blueprint Editor to ...
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 There are several benefits to adding developers to your portal or an app: Collaboration: Multiple developers can work together on ...
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 ...
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