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 modules you want to include for the particular solution.
The following is the list of standard modules provided by Zoho Platform that can be included in your vertical CRM application.
|
Reports
|
Feeds
|
Documents
|
|
Social
|
|
|
The following tables give the list of supported fields in the Zoho Platform Modules along with their description. All the activities mentioned in the description are to be performed by the customers who use your Vertical CRM.
Leads
| Field Name | Description | Data type | Maximum Limit |
| Lead Owner | Specify the users to whom the Lead is assigned to. | Lookup | - |
| Salutation | Select the salutation from the drop-down list. | Pick list | - |
| First Name | Specify the first name of the lead. | Text box | Alphanumeric(40) |
| Title | Specify the job position of the lead | Text box | Alphanumeric(100) |
| Last Name* | Specify the last name of the lead. This field is a mandatory. | Text box | Alphanumeric(80) |
| Company* | Specify the name of the company where the lead is working. This field is a mandatory. | Text box | Alphanumeric(100) |
| Lead Source | Select the source of the lead, that is, from where the lead is generated. | Pick list | - |
| Industry | Select the industry to which the lead belongs. | Pick list | - |
| Annual Revenue | Specify the annual revenue of the company where the lead is working. | Currency | Decimal (16) |
| Phone | Specify the phone number of the lead. | Text box | Alphanumeric(30) |
| Mobile | Specify the mobile number of the lead. | Text box | Alphanumeric(30) |
| Fax | Specify the fax number of the lead. | Text box | Alphanumeric(30) |
| Specify the email address of the lead. | Alphanumeric and Special characters(100) | ||
| Secondary Email | Specify another email address of the lead. | Alphanumeric and Special characters(100) | |
| Skype ID | Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Web site | Specify the Web site of the lead. | URL | Alphanumeric(120) |
| Lead Status | Select the status of the lead from the drop-down list. | Pick list | - |
| Rating | Select the rating of the lead from the drop-down list. | Pick list | - |
| No. of Employees | Specify the number of employees in lead's company. | Numeric | Integer (16) |
| Email Opt-out | Select the check-box to remove leads from your mailing list so that they will not receive any emails from your Vertical CRM account. | Check box | - |
| Campaign Source | Select the campaign related to the Lead | Lookup | |
| Created By | Displays name of the user created the Lead first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Lead. | Date/Time | |
| Street | Specify the street address of the lead. | Text box | Alphanumeric(250) |
| City | Specify the name of the city where the lead lives. | Text box | Alphanumeric(30) |
| State | Specify the name of the state where the lead lives. | Text box | Alphanumeric(30) |
| Zip Code | Specify the postal code of the lead's address. | Numeric | Alphanumeric(30) |
| Country | Specify the name of the lead's country. | Text box | Alphanumeric(30) |
| Description | Specify any other details about the lead. | Text area (long text) | 32000 characters |
Accounts
| Field Name | Description | Data type | Maximum Limit |
| Account Name * | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
| Account Owner | Select the name of the user to whom the account 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 Account | Select the parent company name from the Change pop-up dialog. | Lookup | |
| Employees | Specify the number of employees in account's company. | Numeric | Integers(10) |
| Ownership | Specify the type of ownership of the company. | Picklist | |
| Industry | Select the type of industry from the drop-down list. | Pick list | - |
| Account Type | Select the type of account from the drop-down list. | Pick list | - |
| Account Number | Specify the reference number for account. Up to 40 characters are allowed in this field. | Numeric | Number |
| Account Site | Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field. | Text box | Alphanumeric(30) |
| Phone | Specify phone number of the account. | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the account. | Text box | Alphanumeric(30) |
| Specify the official E-mail address of the account. | Alphanumeric and Special characters(100) | ||
| Rating | Specify the rating of the account. | Pick list | - |
| SIC Code | Specify the Standard Industrial Classification code of the account. | Text box | Integers(10) |
| Created By | Displays name of the user created the Account first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Account. | Date/Time | |
| Annual Revenue | Specify the annual revenue of the account. | Numeric | Integers(10) |
|
Billing Address
|
Specify the billing address of the account to send the quotes, invoices, and other agreements. |
|
|
|
Shipping Address
|
Specify the shipping address of the account to deliver the shipment. |
|
|
| Description | Specify any other details about the account. | Text area (long text) |
32000 characters
|
Contacts
| Field Name | Description | Data type | Maximum Limit |
| Contact Owner | Select the user to whom the account is assigned. | Lookup | - |
| Salutation | Select the Salutation of the contact, such as Mr., Ms, Mrs., or others. | Pick list | |
| First Name | Specify the first name of the contact. | Text box | Alphanumeric(40) |
| Last Name* | Specify the last name of the contact. This field is mandatory. | Text box | Alphanumeric(40) |
| Account Name | Select the account related to the contact. | Lookup | - |
| Vendor Name | Select the vendor related to the contact | Lookup | - |
| Campaign Source | Select the Campaign related to the contact | Lookup | - |
| Lead Source | Select the source from which the contact is created. | Pick list | - |
| Title | Specify the job position of the contact. | Text box | Alphanumeric(50) |
| Department | Specify the department of the contact. | Text box | Alphanumeric(30) |
| Date of Birth | Specify the birthday of the contact to send greetings for a better relationship. | Date | - |
| Reports To | Select the person to whom the contact reports | Text area | 255 characters |
| Created By | Displays name of the user created the contact first time. | Date/Time | - |
| Modified By | Displays name of the user modified the contact | Date/Time | |
| Email Opt Out | Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Vertical CRM account | Check box | - |
| Skype Id | Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Phone | Specify the office phone number of the contact. | Text box | Alphanumeric(50) |
| Mobile | Specify the mobile number of the contact. | Text box | Alphanumeric(50) |
| Home Phone | Specify the home phone number of the contact. | Text box | Alphanumeric(50) |
| Other Phone | Specify the other phone number of the contact (if any). | Text box | Alphanumeric(50) |
| Fax | Specify the Fax number of the contact. | Text box | Alphanumeric(50) |
| Specify the primary email address of the contact. | Alphanumeric(100) | ||
| Secondary Email | Specify another email address of the contact. | Alphanumeric(100) | |
| Assistant | Specify the name of the contact’s assistant. | ||
| Asst Phone | Specify the phone number of the contact's assistant. | Text box | Alphanumeric(100) |
|
Mailing Address
|
Specify the primary address of the contact. |
|
|
|
Other Address
|
Specify the other address of the contact (if any). |
|
|
| Description | Specify any other details about contact. | Text area (long text) | 32000 characters |
Potentials
| Field Name | Description | Data type | Maximum Limit |
| Potential Owner | Select the name of the user to whom the potential is assigned. | Lookup | |
| Potential Name* | Specify name of the potential. This field is mandatory. | Text box | Alphanumeric(120) |
| Account Name* | Select name of the account to which potential has to be created. This field is mandatory. | Lookup | - |
| Type | Select the type of potential (New Business or Existing Business) from the drop-down list. | Pick list | - |
| Lead Source | Select the lead source from the drop-down list | Pick list | - |
| Campaign Source | Select the campaign related to the contact. | Lookup | - |
| Contact Name | Select the contact related to the Potential. | Lookup | |
| Amount | Specify the amount that can be expected after closing the potential. | Currency | |
| Closing Date* | Specify or select the expected close date. This field is mandatory. | Date format | - |
| Next Step | Specify the next step of the sales process. | Text box | Alphanumeric(100) |
| Stage* | Select the sales stage from the drop-down list. This field is mandatory. | Pick list | - |
| Probability | Specify the probability of closing an potential. | Number | |
| Expected Revenue | Calculated based on the Amount and potential Stage that you specify | Currency | |
| Created By | Displays name of the user created the potential first time. | Date/Time | - |
| Modified By | Displays name of the user modified the potential | Date/Time | |
| Description | Specify any other details about potential. | Text area (long text) | 32000 characters |
Campaigns
| Field Name | Description | Data type | Maximum Limit |
| Campaign Owner | Select the name of the user to whom the campaign is assigned. | Pick list | - |
| Campaign Name* | Specify the name of the campaign. | Text box | Alphanumeric(40) |
| Type | Select the type of the campaign. | Check box | - |
| Status | Select the status of the campaign. | Pick List | - |
| Start Date | Specify the date on which the campaign starts. | Date format | - |
| End Date | Specify the date on which the campaign ends. | Date format | - |
| Expected Revenue | Specify the revenue expected after launching the campaign. | Currency | - |
| Actual Cost | Specify the actual amount spent on the campaign. | Currency | - |
| Budgeted Cost | Specify the planned amount to be spent on the campaign. | Currency | - |
| Expected Response | Specify the campaign turnout percentage. | Number | |
| Num sent | Specify the number of leads/contacts to whom the campaign details has been sent. | Text box | Integers |
| Created By | Displays name of the user created the campaign first time. | Date/Time | - |
| Modified By | Displays name of the user modified the campaign | Date/Time | |
| Description | Specify additional details about the campaign. | Text area | 32000 characters |
Forecasts
| Field Name | Description | Data type | Maximum Limit |
| Year* | Select the fiscal year from the drop-down list. | Pick list | - |
| Quarter* | Select the quarter of the fiscal year. | Pick list | - |
| Month | Display the month of the selected quarter. | Month | |
| Quota | Specify the quota for the month. | Currency | - |
| Closed | Display the amount from the closed won potentials. | Currency | - |
| Committed Amount | Specify the total amount a sales person confident of closing during forecast period. | Currency | - |
| Best Case Amount | Specify the amount a sales person might be closing. This amount can be either more or less than Commit Amount. | Currency | - |
| Pipeline | Displays the amount in the sales pipeline. | Currency | - |
| Owned By | Displays the owner of the forecast. | Lookup | - |
| Created By | Displays the person created the forecast first time. | Date/Time format | - |
| Last Modified By | Displays the person modified the forecast. | Date/Time format | - |
Cases
| Field Name | Description | Data type | Maximum Limit |
| Case Number | Display the case ID after creating a case. | Number | 16 digit |
| Product Name | Select the product name related to the case. | Lookup | - |
| Case Owner | Select the name of the user to whom the case is assigned. | Lookup | - |
| Subject* | Specify the title of the Case. This field is mandatory. | Text box | Alphanumeric(255) |
| Priority | Select the priority of the Case from the drop-down list. | Pick list | - |
| Status* | Select the status of the Case from the drop-down list. | Pick list | - |
| Reported By | Displays the name of the contact. | - | - |
| Related To | Select the name of the contact who submitted the Case. | Lookup | - |
| Type | Select the type of problem. It can be a general question, feature request, or real issue in your product/service. | Pick list | - |
| Case Origin* | Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer. | Pick list | - |
| Specify the Email ID of the contact. | Alphanumeric and Special characters | ||
| Account Name | Select the account related to the case | Lookup | |
| Potential Name | Select the Potential related to the case | Lookup | |
| Phone | Specify the phone number of the customer | Text box | Alphanumeric(50) |
| Case Reason | Specify the reason for the case | Pick list | - |
| Description | Specify complete details about the case. | Text Area | 32000 characters |
| Internal Comments | Specify follow-up notes about case. | Text Area | 3000 characters |
| Solution | Specify the solution provided | Text Area | 32000 characters |
| Add Comment | specify the follow-up notes about the solution | Text Area | 32000 characters |
Solutions
| Field Name | Description | Data type | Maximum Limit |
| Solution Number | Display the case ID after creating a solution | Number | 16 digit |
| Solution Title* | Specify the subject of the solution. This field is mandatory | Text box | Alphanumeric(255) |
| Solution Owner | Select the name of the user to whom the solution is assigned. | Pick list | - |
| Product Name | Select the name of the product to which the solution has to be associated. | Lookup | - |
| Question* | Select the priority of the solution from the drop-down list. This field is mandatory | Text box, Alphanumeric | Alphanumeric(255) |
| Answer* | Specify solution details. This field is mandatory | Text Area | - |
| Status | Specify the status of the solution. | Pick list | - |
| Created By | Displays the person created the solution first time. | Date/Time format | |
| Last Modified By | Displays the person modified the solution | Date/Time format | |
| Description | Specify any other details about solution. | Text box | 32000 characters |
| Comments | Specify additional comments about the solution. | Text box | 32000 characters |
Products
| Field Name | Description | Data type | Maximum Limit |
| Product Name* | Specify the name of the product. This field is mandatory. | Text box | Alphanumeric(50) |
| Product Owner | Select the name of the user to whom the product is assigned. | Pick list | |
| Product Code | Specify the product identification. | Text box | Alphanumeric(40) |
| Product Active | Specify the status of the product. | Check box | - |
| Vendor Name | Specify the name of the vendor. | Lookup | |
| Product Category | Select the category of the product. | Pick list | |
| Sales Start Date | Specify the date on which the product sales starts | Date | |
| Sales End Date | Specify the date on which the product sales ends | Date | |
| Created By | Displays the person created the product first time. | Date/Time format | |
| Modified By | Displays the person modified the product | Date/Time format | |
| Commission Rate | Specify the commission rate for selling the product. | Numeric | Decimal |
| Manufacturer | Select the name of the product manufacturer. | Pick list | - |
| Unit Price | Specify the unit price of the product. | Currency | |
| Taxable | Specify whether the product is a taxable product | Check-box | |
| Product Category | Select the category of the product. | Pick list | - |
| Support Start Date | Select the date on which the product support starts. | Date | - |
| Support Expiry Date | Select the date on which the product support ends. | Date | - |
| Usage Unit | Displays the unit price of the product. | Text box | Alphanumeric |
| Qty Ordered | Specify the number of units. | Text box | Integers |
| Qty in Stock | Displays the stock quantity | Text box | Integers |
| Reorder Level | Specify the Reorder value | Text box | Integers |
| Handler | Select the user who is handling the product | Lookup | |
| Qty in Demand | Displays the demand quantity | Text box | Integers |
| Description | Specify any other details about product. | Text area (long text) | 32000 characters |
Price Books
| Field Name | Description | Data type | Maximum Limit |
| Price book Owner | Select the name of the user to whom the price book is assigned. | Lookup | - |
| Price book Name* | Specify the name of the Price Book. This field is mandatory. | Text box | Alphanumeric(50) |
| Active | Select the Active check box to set the status of the Price Book as active. | Check box | - |
| Pricing Model | Select the model of the price book | Pick list | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
| Description | Specify any other details about Price Book. | Text area (long text) | 32000characters |
|
Pricing details
|
Specify the Pricing details |
|
Decimal (20) |
Quotes
| Field Name | Description | Data type | Maximum Limit |
| Quote Owner | Select the name of the user to whom the quote is assigned. | Lookup | - |
| Subject* | Specify the name of the quote. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Specify the potential name for which the quote has to be created. | Text box | Alphanumeric(40) |
| Quote Stage | Specify the status of the quote. | Check box | - |
| Valid Till | Specify the date till the quote is valid after sending to the prospective customer. | Date | - |
| Contact Name | Specify the contact to which the quote has to be created. | Lookup | - |
| Account Name | Specify the account to which the quote has to be created. | Lookup | |
| Carrier | Select the name of the carrier manufacturer. | Pick list | - |
| Shipping | Select the category of the quote. | Text box | Alphanumeric(50) |
| Inventory Manager | Specify the person responsible for shipping the shipment to the account or contact. | Text box | Alphanumeric(50) |
| Account Name* | Specify the account name to which the quote has to be created. This field is mandatory | Lookup | |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Text box | Alphanumeric |
| Terms & Conditions | Specify the terms and conditions that are associated with quote. | Text area | |
| Description | Specify any other details about quote. | Text area | 32000 characters |
Sales Orders
| Field Name | Description | Data type | Maximum Limit |
| Sales Order Owner | Select the name of the user to whom the sales order is assigned. | Lookup | |
| SO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the sales order. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Select the potential for which the sales order has to be generated. | Lookup | - |
| Customer No | Specify the customer identification number (if any) | Text box | Alphanumeric(50) |
| Purchase Order | Select the reference purchase order. | Text box | - |
| Quote Name | Select the reference quote. | Lookup | - |
| Contact Name | Select the contact for which the sales order has to be generated. | Lookup | - |
| Due Date | Select the date | Date | - |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Pending | Text box | Alphanumeric(50) | |
| Status | Specify the status of the sales order. | Pick list | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Numeric | float |
| Excise Duty | Specify the excise duty for the shipment | Text Box | Numeric |
| Account Name* | Specify the account name to which the sales order has to be created. This field is mandatory | Lookup | - |
| Assigned To | Select the user's name to whom the sales order handling duty is assigned. | Select option | - |
| Created By | Displays name of the user created the Sales order first time. | Date/Time | |
| Modified By | Displays name of the user modified the Sales order | Date/Time | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Tax | Specify the tax component of the products | Currency | - |
| Adjustments | Specify if there are any adjustments, such as discounts, or extra charges etc. | Currency | - |
| Total | Displays the amount of the selected line item. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with sales order. | Text area (long text) | |
| Description | Specify any other details about sales order. | Text area (long text) | 32000 characters |
Invoices
| Field Name | Description | Data type | Maximum Limit |
| Invoice Owner | Select the name of the user to whom the invoice is assigned. | Lookup | |
| Invoice Number | Display the case ID after creating a solution | Numeric | 16 digit |
| Subject* | Specify the name of the invoice. This field is mandatory. | Text box | Alphanumeric(50) |
| Sales Order | Select the reference Sales order (if any). | Lookup | - |
| Purchase Order | Select the reference Purchase order. | Text Box | |
| Customer No | Specify the customer identification number (if any). | Text box | Alphanumeric(50) |
| Excise Duty | Specify the excise duty for the shipment | Text box | Numeric |
| Invoice Date | Specify the date on which the invoice is created. | Date | - |
| Due Date | Specify the invoice due date as per your payment terms. | Date | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Account Name * | Specify the account name to which the invoice has to be created. This field is mandatory | Lookup | - |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Status | Specify the status of the invoice. | Check box | - |
| Assigned To | Select the user's name to whom the invoice handling duty is assigned. This field is mandatory | Lookup | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with invoice. | Text area | |
| Description | Specify any other details about invoice. | Text area | 32000 characters |
Vendors
| Field Name | Description | Data type | Maximum Limit |
| Vendor Owner | Select the name of the user to whom the Vendor details is assigned. | Lookup | |
| Vendor Name* | Specify the name of the vendor. This field is mandatory | Text box | Alphanumeric(50) |
| Phone | Specify the phone number of the vendor | Text box | Alphanumeric(40) |
| Specify the E-mail ID of the vendor | Alphanumeric and Special characters(100) | ||
| Website | Specify the Web site URL of the vendor | URL | Alphanumeric and Special characters(50) |
| GL Account | Select the general ledger account | Pick List | - |
| Category | Specify the category of the vendor | Text box | Alphanumeric(40) |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Vendor Address
|
Specify the address of the vendor |
|
|
| Description | Specify any other details about vendor | Text area (long text) | 32000 characters |
Purchase Order
| Field Name | Description | Data type | Maximum Limit |
| Purchase Order Owner | Select the name of the user to whom the purchase order is assigned. | Lookup | |
| PO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the purchase order. This field is mandatory. | Text box | Alphanumeric(50) |
| Vendor Name* | Specify the name of the vendor. | Text box | Alphanumeric(20) |
| Requisition No | Specify the number in which the purchase order is requested | Text box | Alphanumeric(20) |
| Tracking Number | Specify the number to track the purchase order | Text box | |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Purchase Order Date | Specify the date on which purchase order is created. | Date | - |
| Due Date | Select the due date. | Date | - |
| Excise Duty | Specify the excise duty for the shipment | Text box | |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Status | Specify the status of the purchase order. | Check box | - |
| Assigned To | Select the user name to whom the purchase order handling duty is assigned. This field is mandatory | Select option | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | ||
| Terms & Conditions | Specify the terms and conditions that are associated with purchase order. | Text area (long text) | |
| Description | Specify any other details about purchase order. | Text area (long text) | 32000 characters |
Tasks
| Field Name | Description | Data type | Maximum Limit |
| Task Owner | Select the name of the user to whom the task is assigned. | Lookup | |
| Subject* | Specify the name of the task. This field is mandatory. | Text box | Alphanumeric(50) |
| Due Date | Specify the due date for the task | Date | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the task | Lookup | - |
| Status | Specify the status of the task | Pick List | - |
| Priority | Select the due date. | Date | - |
| Send Notification Email | Select the check box to send notification email to the task owner | Check box | |
| Remind At | Select the check box to set reminder for the task | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the task | Text area (long text) | 32000 characters |
Events
| Field Name | Description | Data type | Maximum Limit |
| Event Owner | Select the name of the user to whom the event is assigned. | Lookup | |
| Subject* | Specify the name of the event. This field is mandatory. | Text box | Alphanumeric(50) |
| Start Date Time* | Specify the date and time when the event will be started. This field is mandatory. | Date and Time | |
| End Date Time * | Specify the date and time when the event will be over. This field is mandatory. | Date and Time | |
| Venue | Enter the venue for the event | Text | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the event | Lookup | - |
| Send Notification Email | Select the check box to send notification email to the event owner | Check box | |
| Remind At | Select the check box to set reminder for the event | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the event | Text area (long text) | 32000 characters |
Calls
| Field Name | Description | Data type | Maximum Limit |
| Subject* | Specify the subject of the call. This field is mandatory. | Text box | Alphanumeric(50) |
| Call Type* | Choose whether the call is inbound or outbound | ||
| Call Purpose | Select the purpose of the call | Pick List | |
| Call From/To | Choose Contact or Lead | - | |
| Related To | Select the record to which the call is related to | Pick List | - |
| Call Details | Select whether it is a Current call or Completed call | - | |
| Call Start Time | Automatically displays the call start data and time | Pick List | |
| Call Duration | Specify the duration of the call | Integer | |
| Description | Specify the details about the task | Text area (long text) | 32000 characters |
| Billable | Select the check box if the call is considered for billing | Check box | |
| Call Result | Enter the call result | Text |
|
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 modules you want to include for the particular solution.
The following is the list of standard modules provided by Zoho Platform that can be included in your vertical CRM application.
|
Reports
|
Feeds
|
Documents
|
|
Social
|
|
|
The following tables give the list of supported fields in the Zoho Platform Modules along with their description. All the activities mentioned in the description are to be performed by the customers who use your Vertical CRM.
Leads
| Field Name | Description | Data type | Maximum Limit |
| Lead Owner | Specify the users to whom the Lead is assigned to. | Lookup | - |
| Salutation | Select the salutation from the drop-down list. | Pick list | - |
| First Name | Specify the first name of the lead. | Text box | Alphanumeric(40) |
| Title | Specify the job position of the lead | Text box | Alphanumeric(100) |
| Last Name* | Specify the last name of the lead. This field is a mandatory. | Text box | Alphanumeric(80) |
| Company* | Specify the name of the company where the lead is working. This field is a mandatory. | Text box | Alphanumeric(100) |
| Lead Source | Select the source of the lead, that is, from where the lead is generated. | Pick list | - |
| Industry | Select the industry to which the lead belongs. | Pick list | - |
| Annual Revenue | Specify the annual revenue of the company where the lead is working. | Currency | Decimal (16) |
| Phone | Specify the phone number of the lead. | Text box | Alphanumeric(30) |
| Mobile | Specify the mobile number of the lead. | Text box | Alphanumeric(30) |
| Fax | Specify the fax number of the lead. | Text box | Alphanumeric(30) |
| Specify the email address of the lead. | Alphanumeric and Special characters(100) | ||
| Secondary Email | Specify another email address of the lead. | Alphanumeric and Special characters(100) | |
| Skype ID | Specify the Skype ID of the lead. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Web site | Specify the Web site of the lead. | URL | Alphanumeric(120) |
| Lead Status | Select the status of the lead from the drop-down list. | Pick list | - |
| Rating | Select the rating of the lead from the drop-down list. | Pick list | - |
| No. of Employees | Specify the number of employees in lead's company. | Numeric | Integer (16) |
| Email Opt-out | Select the check-box to remove leads from your mailing list so that they will not receive any emails from your Vertical CRM account. | Check box | - |
| Campaign Source | Select the campaign related to the Lead | Lookup | |
| Created By | Displays name of the user created the Lead first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Lead. | Date/Time | |
| Street | Specify the street address of the lead. | Text box | Alphanumeric(250) |
| City | Specify the name of the city where the lead lives. | Text box | Alphanumeric(30) |
| State | Specify the name of the state where the lead lives. | Text box | Alphanumeric(30) |
| Zip Code | Specify the postal code of the lead's address. | Numeric | Alphanumeric(30) |
| Country | Specify the name of the lead's country. | Text box | Alphanumeric(30) |
| Description | Specify any other details about the lead. | Text area (long text) | 32000 characters |
Accounts
| Field Name | Description | Data type | Maximum Limit |
| Account Name * | Specify the company name. This field is mandatory. | Text box | Alphanumeric(100) |
| Account Owner | Select the name of the user to whom the account 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 Account | Select the parent company name from the Change pop-up dialog. | Lookup | |
| Employees | Specify the number of employees in account's company. | Numeric | Integers(10) |
| Ownership | Specify the type of ownership of the company. | Picklist | |
| Industry | Select the type of industry from the drop-down list. | Pick list | - |
| Account Type | Select the type of account from the drop-down list. | Pick list | - |
| Account Number | Specify the reference number for account. Up to 40 characters are allowed in this field. | Numeric | Number |
| Account Site | Specify the name of the account’s location, for example, Headquarters or London. Up to 80 characters are allowed in this field. | Text box | Alphanumeric(30) |
| Phone | Specify phone number of the account. | Text box | Alphanumeric(30) |
| Fax | Specify fax number of the account. | Text box | Alphanumeric(30) |
| Specify the official E-mail address of the account. | Alphanumeric and Special characters(100) | ||
| Rating | Specify the rating of the account. | Pick list | - |
| SIC Code | Specify the Standard Industrial Classification code of the account. | Text box | Integers(10) |
| Created By | Displays name of the user created the Account first time. | Date/Time | - |
| Modified By | Displays name of the user modified the Account. | Date/Time | |
| Annual Revenue | Specify the annual revenue of the account. | Numeric | Integers(10) |
|
Billing Address
|
Specify the billing address of the account to send the quotes, invoices, and other agreements. |
|
|
|
Shipping Address
|
Specify the shipping address of the account to deliver the shipment. |
|
|
| Description | Specify any other details about the account. | Text area (long text) |
32000 characters
|
Contacts
| Field Name | Description | Data type | Maximum Limit |
| Contact Owner | Select the user to whom the account is assigned. | Lookup | - |
| Salutation | Select the Salutation of the contact, such as Mr., Ms, Mrs., or others. | Pick list | |
| First Name | Specify the first name of the contact. | Text box | Alphanumeric(40) |
| Last Name* | Specify the last name of the contact. This field is mandatory. | Text box | Alphanumeric(40) |
| Account Name | Select the account related to the contact. | Lookup | - |
| Vendor Name | Select the vendor related to the contact | Lookup | - |
| Campaign Source | Select the Campaign related to the contact | Lookup | - |
| Lead Source | Select the source from which the contact is created. | Pick list | - |
| Title | Specify the job position of the contact. | Text box | Alphanumeric(50) |
| Department | Specify the department of the contact. | Text box | Alphanumeric(30) |
| Date of Birth | Specify the birthday of the contact to send greetings for a better relationship. | Date | - |
| Reports To | Select the person to whom the contact reports | Text area | 255 characters |
| Created By | Displays name of the user created the contact first time. | Date/Time | - |
| Modified By | Displays name of the user modified the contact | Date/Time | |
| Email Opt Out | Select the check-box to remove contacts from your mailing list so that they will not receive any emails from your Vertical CRM account | Check box | - |
| Skype Id | Specify the Skype ID of the contact. Currently skype ID can be in the range of 6 to 32 characters. | Text box | Alphanumeric(50) |
| Phone | Specify the office phone number of the contact. | Text box | Alphanumeric(50) |
| Mobile | Specify the mobile number of the contact. | Text box | Alphanumeric(50) |
| Home Phone | Specify the home phone number of the contact. | Text box | Alphanumeric(50) |
| Other Phone | Specify the other phone number of the contact (if any). | Text box | Alphanumeric(50) |
| Fax | Specify the Fax number of the contact. | Text box | Alphanumeric(50) |
| Specify the primary email address of the contact. | Alphanumeric(100) | ||
| Secondary Email | Specify another email address of the contact. | Alphanumeric(100) | |
| Assistant | Specify the name of the contact’s assistant. | ||
| Asst Phone | Specify the phone number of the contact's assistant. | Text box | Alphanumeric(100) |
|
Mailing Address
|
Specify the primary address of the contact. |
|
|
|
Other Address
|
Specify the other address of the contact (if any). |
|
|
| Description | Specify any other details about contact. | Text area (long text) | 32000 characters |
Potentials
| Field Name | Description | Data type | Maximum Limit |
| Potential Owner | Select the name of the user to whom the potential is assigned. | Lookup | |
| Potential Name* | Specify name of the potential. This field is mandatory. | Text box | Alphanumeric(120) |
| Account Name* | Select name of the account to which potential has to be created. This field is mandatory. | Lookup | - |
| Type | Select the type of potential (New Business or Existing Business) from the drop-down list. | Pick list | - |
| Lead Source | Select the lead source from the drop-down list | Pick list | - |
| Campaign Source | Select the campaign related to the contact. | Lookup | - |
| Contact Name | Select the contact related to the Potential. | Lookup | |
| Amount | Specify the amount that can be expected after closing the potential. | Currency | |
| Closing Date* | Specify or select the expected close date. This field is mandatory. | Date format | - |
| Next Step | Specify the next step of the sales process. | Text box | Alphanumeric(100) |
| Stage* | Select the sales stage from the drop-down list. This field is mandatory. | Pick list | - |
| Probability | Specify the probability of closing an potential. | Number | |
| Expected Revenue | Calculated based on the Amount and potential Stage that you specify | Currency | |
| Created By | Displays name of the user created the potential first time. | Date/Time | - |
| Modified By | Displays name of the user modified the potential | Date/Time | |
| Description | Specify any other details about potential. | Text area (long text) | 32000 characters |
Campaigns
| Field Name | Description | Data type | Maximum Limit |
| Campaign Owner | Select the name of the user to whom the campaign is assigned. | Pick list | - |
| Campaign Name* | Specify the name of the campaign. | Text box | Alphanumeric(40) |
| Type | Select the type of the campaign. | Check box | - |
| Status | Select the status of the campaign. | Pick List | - |
| Start Date | Specify the date on which the campaign starts. | Date format | - |
| End Date | Specify the date on which the campaign ends. | Date format | - |
| Expected Revenue | Specify the revenue expected after launching the campaign. | Currency | - |
| Actual Cost | Specify the actual amount spent on the campaign. | Currency | - |
| Budgeted Cost | Specify the planned amount to be spent on the campaign. | Currency | - |
| Expected Response | Specify the campaign turnout percentage. | Number | |
| Num sent | Specify the number of leads/contacts to whom the campaign details has been sent. | Text box | Integers |
| Created By | Displays name of the user created the campaign first time. | Date/Time | - |
| Modified By | Displays name of the user modified the campaign | Date/Time | |
| Description | Specify additional details about the campaign. | Text area | 32000 characters |
Forecasts
| Field Name | Description | Data type | Maximum Limit |
| Year* | Select the fiscal year from the drop-down list. | Pick list | - |
| Quarter* | Select the quarter of the fiscal year. | Pick list | - |
| Month | Display the month of the selected quarter. | Month | |
| Quota | Specify the quota for the month. | Currency | - |
| Closed | Display the amount from the closed won potentials. | Currency | - |
| Committed Amount | Specify the total amount a sales person confident of closing during forecast period. | Currency | - |
| Best Case Amount | Specify the amount a sales person might be closing. This amount can be either more or less than Commit Amount. | Currency | - |
| Pipeline | Displays the amount in the sales pipeline. | Currency | - |
| Owned By | Displays the owner of the forecast. | Lookup | - |
| Created By | Displays the person created the forecast first time. | Date/Time format | - |
| Last Modified By | Displays the person modified the forecast. | Date/Time format | - |
Cases
| Field Name | Description | Data type | Maximum Limit |
| Case Number | Display the case ID after creating a case. | Number | 16 digit |
| Product Name | Select the product name related to the case. | Lookup | - |
| Case Owner | Select the name of the user to whom the case is assigned. | Lookup | - |
| Subject* | Specify the title of the Case. This field is mandatory. | Text box | Alphanumeric(255) |
| Priority | Select the priority of the Case from the drop-down list. | Pick list | - |
| Status* | Select the status of the Case from the drop-down list. | Pick list | - |
| Reported By | Displays the name of the contact. | - | - |
| Related To | Select the name of the contact who submitted the Case. | Lookup | - |
| Type | Select the type of problem. It can be a general question, feature request, or real issue in your product/service. | Pick list | - |
| Case Origin* | Select the source from which the case has been generated. You can select Email, Phone, or Website. If you select Email, you must specify the Email ID of the customer. | Pick list | - |
| Specify the Email ID of the contact. | Alphanumeric and Special characters | ||
| Account Name | Select the account related to the case | Lookup | |
| Potential Name | Select the Potential related to the case | Lookup | |
| Phone | Specify the phone number of the customer | Text box | Alphanumeric(50) |
| Case Reason | Specify the reason for the case | Pick list | - |
| Description | Specify complete details about the case. | Text Area | 32000 characters |
| Internal Comments | Specify follow-up notes about case. | Text Area | 3000 characters |
| Solution | Specify the solution provided | Text Area | 32000 characters |
| Add Comment | specify the follow-up notes about the solution | Text Area | 32000 characters |
Solutions
| Field Name | Description | Data type | Maximum Limit |
| Solution Number | Display the case ID after creating a solution | Number | 16 digit |
| Solution Title* | Specify the subject of the solution. This field is mandatory | Text box | Alphanumeric(255) |
| Solution Owner | Select the name of the user to whom the solution is assigned. | Pick list | - |
| Product Name | Select the name of the product to which the solution has to be associated. | Lookup | - |
| Question* | Select the priority of the solution from the drop-down list. This field is mandatory | Text box, Alphanumeric | Alphanumeric(255) |
| Answer* | Specify solution details. This field is mandatory | Text Area | - |
| Status | Specify the status of the solution. | Pick list | - |
| Created By | Displays the person created the solution first time. | Date/Time format | |
| Last Modified By | Displays the person modified the solution | Date/Time format | |
| Description | Specify any other details about solution. | Text box | 32000 characters |
| Comments | Specify additional comments about the solution. | Text box | 32000 characters |
Products
| Field Name | Description | Data type | Maximum Limit |
| Product Name* | Specify the name of the product. This field is mandatory. | Text box | Alphanumeric(50) |
| Product Owner | Select the name of the user to whom the product is assigned. | Pick list | |
| Product Code | Specify the product identification. | Text box | Alphanumeric(40) |
| Product Active | Specify the status of the product. | Check box | - |
| Vendor Name | Specify the name of the vendor. | Lookup | |
| Product Category | Select the category of the product. | Pick list | |
| Sales Start Date | Specify the date on which the product sales starts | Date | |
| Sales End Date | Specify the date on which the product sales ends | Date | |
| Created By | Displays the person created the product first time. | Date/Time format | |
| Modified By | Displays the person modified the product | Date/Time format | |
| Commission Rate | Specify the commission rate for selling the product. | Numeric | Decimal |
| Manufacturer | Select the name of the product manufacturer. | Pick list | - |
| Unit Price | Specify the unit price of the product. | Currency | |
| Taxable | Specify whether the product is a taxable product | Check-box | |
| Product Category | Select the category of the product. | Pick list | - |
| Support Start Date | Select the date on which the product support starts. | Date | - |
| Support Expiry Date | Select the date on which the product support ends. | Date | - |
| Usage Unit | Displays the unit price of the product. | Text box | Alphanumeric |
| Qty Ordered | Specify the number of units. | Text box | Integers |
| Qty in Stock | Displays the stock quantity | Text box | Integers |
| Reorder Level | Specify the Reorder value | Text box | Integers |
| Handler | Select the user who is handling the product | Lookup | |
| Qty in Demand | Displays the demand quantity | Text box | Integers |
| Description | Specify any other details about product. | Text area (long text) | 32000 characters |
Price Books
| Field Name | Description | Data type | Maximum Limit |
| Price book Owner | Select the name of the user to whom the price book is assigned. | Lookup | - |
| Price book Name* | Specify the name of the Price Book. This field is mandatory. | Text box | Alphanumeric(50) |
| Active | Select the Active check box to set the status of the Price Book as active. | Check box | - |
| Pricing Model | Select the model of the price book | Pick list | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
| Description | Specify any other details about Price Book. | Text area (long text) | 32000characters |
|
Pricing details
|
Specify the Pricing details |
|
Decimal (20) |
Quotes
| Field Name | Description | Data type | Maximum Limit |
| Quote Owner | Select the name of the user to whom the quote is assigned. | Lookup | - |
| Subject* | Specify the name of the quote. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Specify the potential name for which the quote has to be created. | Text box | Alphanumeric(40) |
| Quote Stage | Specify the status of the quote. | Check box | - |
| Valid Till | Specify the date till the quote is valid after sending to the prospective customer. | Date | - |
| Contact Name | Specify the contact to which the quote has to be created. | Lookup | - |
| Account Name | Specify the account to which the quote has to be created. | Lookup | |
| Carrier | Select the name of the carrier manufacturer. | Pick list | - |
| Shipping | Select the category of the quote. | Text box | Alphanumeric(50) |
| Inventory Manager | Specify the person responsible for shipping the shipment to the account or contact. | Text box | Alphanumeric(50) |
| Account Name* | Specify the account name to which the quote has to be created. This field is mandatory | Lookup | |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Text box | Alphanumeric |
| Terms & Conditions | Specify the terms and conditions that are associated with quote. | Text area | |
| Description | Specify any other details about quote. | Text area | 32000 characters |
Sales Orders
| Field Name | Description | Data type | Maximum Limit |
| Sales Order Owner | Select the name of the user to whom the sales order is assigned. | Lookup | |
| SO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the sales order. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Select the potential for which the sales order has to be generated. | Lookup | - |
| Customer No | Specify the customer identification number (if any) | Text box | Alphanumeric(50) |
| Purchase Order | Select the reference purchase order. | Text box | - |
| Quote Name | Select the reference quote. | Lookup | - |
| Contact Name | Select the contact for which the sales order has to be generated. | Lookup | - |
| Due Date | Select the date | Date | - |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Pending | Text box | Alphanumeric(50) | |
| Status | Specify the status of the sales order. | Pick list | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Numeric | float |
| Excise Duty | Specify the excise duty for the shipment | Text Box | Numeric |
| Account Name* | Specify the account name to which the sales order has to be created. This field is mandatory | Lookup | - |
| Assigned To | Select the user's name to whom the sales order handling duty is assigned. | Select option | - |
| Created By | Displays name of the user created the Sales order first time. | Date/Time | |
| Modified By | Displays name of the user modified the Sales order | Date/Time | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Tax | Specify the tax component of the products | Currency | - |
| Adjustments | Specify if there are any adjustments, such as discounts, or extra charges etc. | Currency | - |
| Total | Displays the amount of the selected line item. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with sales order. | Text area (long text) | |
| Description | Specify any other details about sales order. | Text area (long text) | 32000 characters |
Invoices
| Field Name | Description | Data type | Maximum Limit |
| Invoice Owner | Select the name of the user to whom the invoice is assigned. | Lookup | |
| Invoice Number | Display the case ID after creating a solution | Numeric | 16 digit |
| Subject* | Specify the name of the invoice. This field is mandatory. | Text box | Alphanumeric(50) |
| Sales Order | Select the reference Sales order (if any). | Lookup | - |
| Purchase Order | Select the reference Purchase order. | Text Box | |
| Customer No | Specify the customer identification number (if any). | Text box | Alphanumeric(50) |
| Excise Duty | Specify the excise duty for the shipment | Text box | Numeric |
| Invoice Date | Specify the date on which the invoice is created. | Date | - |
| Due Date | Specify the invoice due date as per your payment terms. | Date | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Account Name * | Specify the account name to which the invoice has to be created. This field is mandatory | Lookup | - |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Status | Specify the status of the invoice. | Check box | - |
| Assigned To | Select the user's name to whom the invoice handling duty is assigned. This field is mandatory | Lookup | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with invoice. | Text area | |
| Description | Specify any other details about invoice. | Text area | 32000 characters |
Vendors
| Field Name | Description | Data type | Maximum Limit |
| Vendor Owner | Select the name of the user to whom the Vendor details is assigned. | Lookup | |
| Vendor Name* | Specify the name of the vendor. This field is mandatory | Text box | Alphanumeric(50) |
| Phone | Specify the phone number of the vendor | Text box | Alphanumeric(40) |
| Specify the E-mail ID of the vendor | Alphanumeric and Special characters(100) | ||
| Website | Specify the Web site URL of the vendor | URL | Alphanumeric and Special characters(50) |
| GL Account | Select the general ledger account | Pick List | - |
| Category | Specify the category of the vendor | Text box | Alphanumeric(40) |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Vendor Address
|
Specify the address of the vendor |
|
|
| Description | Specify any other details about vendor | Text area (long text) | 32000 characters |
Purchase Order
| Field Name | Description | Data type | Maximum Limit |
| Purchase Order Owner | Select the name of the user to whom the purchase order is assigned. | Lookup | |
| PO Number | Display the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the purchase order. This field is mandatory. | Text box | Alphanumeric(50) |
| Vendor Name* | Specify the name of the vendor. | Text box | Alphanumeric(20) |
| Requisition No | Specify the number in which the purchase order is requested | Text box | Alphanumeric(20) |
| Tracking Number | Specify the number to track the purchase order | Text box | |
| Contact Name | Specify the contacts name to which the invoice has to be created. | Lookup | |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Purchase Order Date | Specify the date on which purchase order is created. | Date | - |
| Due Date | Select the due date. | Date | - |
| Excise Duty | Specify the excise duty for the shipment | Text box | |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Currency | Float |
| Status | Specify the status of the purchase order. | Check box | - |
| Assigned To | Select the user name to whom the purchase order handling duty is assigned. This field is mandatory | Select option | - |
| Created By | Displays the person created the Price book first time. | Date/Time format | |
| Modified By | Displays the person modified the Price book. | Date/Time format | |
|
Billing Address
|
Specify the primary address of the contact. |
|
|
|
Shipping Address
|
Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name. This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Total | Displays the amount of the selected products. | ||
| Terms & Conditions | Specify the terms and conditions that are associated with purchase order. | Text area (long text) | |
| Description | Specify any other details about purchase order. | Text area (long text) | 32000 characters |
Tasks
| Field Name | Description | Data type | Maximum Limit |
| Task Owner | Select the name of the user to whom the task is assigned. | Lookup | |
| Subject* | Specify the name of the task. This field is mandatory. | Text box | Alphanumeric(50) |
| Due Date | Specify the due date for the task | Date | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the task | Lookup | - |
| Status | Specify the status of the task | Pick List | - |
| Priority | Select the due date. | Date | - |
| Send Notification Email | Select the check box to send notification email to the task owner | Check box | |
| Remind At | Select the check box to set reminder for the task | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the task | Text area (long text) | 32000 characters |
Events
| Field Name | Description | Data type | Maximum Limit |
| Event Owner | Select the name of the user to whom the event is assigned. | Lookup | |
| Subject* | Specify the name of the event. This field is mandatory. | Text box | Alphanumeric(50) |
| Start Date Time* | Specify the date and time when the event will be started. This field is mandatory. | Date and Time | |
| End Date Time * | Specify the date and time when the event will be over. This field is mandatory. | Date and Time | |
| Venue | Enter the venue for the event | Text | |
| Contacts/Leads | Select the related contact or lead | Lookup | |
| Accounts | Select any other record related to the event | Lookup | - |
| Send Notification Email | Select the check box to send notification email to the event owner | Check box | |
| Remind At | Select the check box to set reminder for the event | Check box | |
| Recurring Activity | Select the check box to mark it as a recurring activity | Check box | - |
| Description | Specify the details about the event | Text area (long text) | 32000 characters |
Calls
| Field Name | Description | Data type | Maximum Limit |
| Subject* | Specify the subject of the call. This field is mandatory. | Text box | Alphanumeric(50) |
| Call Type* | Choose whether the call is inbound or outbound | ||
| Call Purpose | Select the purpose of the call | Pick List | |
| Call From/To | Choose Contact or Lead | - | |
| Related To | Select the record to which the call is related to | Pick List | - |
| Call Details | Select whether it is a Current call or Completed call | - | |
| Call Start Time | Automatically displays the call start data and time | Pick List | |
| Call Duration | Specify the duration of the call | Integer | |
| Description | Specify the details about the task | Text area (long text) | 32000 characters |
| Billable | Select the check box if the call is considered for billing | Check box | |
| Call Result | Enter the call result | Text |
|
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
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 ...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 ...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 ...Getting Started with Zoho Vertical Solutions Platform
The Zoho Vertical Solutions Platform is a low-code development suite that empowers developers to craft tailored solutions. By utilizing our low-code development tools, developers from diverse industries can design custom solutions that address their ...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 ...
New to Zoho LandingPage?
Zoho LandingPage Resources