Create a field in Leads that is displayed in Contacts and Accounts

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• Bruce Gabin

• Ishwarya SG

  

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• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

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• Gamescope is leveling upto Motivator for Zoho CRM

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• FAQs on Approval Process - Post your Questions

  Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address

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• Sales without an invoice

  Sales without an invoice is not included on the “payments received” report. Also, sales without an invoice is not listed in the transactions under the customer’s profile, also making it easy to do a double entry. Is there a way for me to see my sales

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• Nested Sub-forms (Subform within subform)

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• Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

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• Zoho CRM Kiosk Upload Files

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• Date Time

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• How to change contact record owner to its creator?

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• How to merge duplicate products?

  merge duplicate products

• How can I make time entry mandatory for tickets?

  Hi guys,  I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket.  Thanks in advance 

• Set Mandatory Lookup Fields in Ticket Layout

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• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

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