Availability

Permission Required 

Users with the Field-level Access permission can customize special fields.

Customize Terms & Conditions

This field provides you an option to define the text for terms and conditions while creating Invoices, Quotes, and Orders.

To customize Terms & Conditions

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Customization > Modules and Fields.
   
3. Select the required module from the Modules list view.
   The Layout Editor is displayed.
4. Scroll down to the Terms and Conditions section and click the Settings icon on the Terms and Conditions field.
   
5. Click Edit Properties.
   
6. In the Multi Line Properties popup, specify the Value.
   
7. Click Save.
   Depending on the module for which the Terms & Conditions are created, the text will automatically be displayed in the page (Invoice / Quote / Order).

Customize Tax Rates

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Customization > Modules and Fields.
   
3. Select the Products module from the Modules list view.
   
4. Scroll down to the Price Information section.
   
5. Click the More icon on the Tax field and select Customize Tax Rates option.
   
   
6. In the pop-up window, click the Add or Delete icons to add new taxes or delete existing taxes, as required.
   
   Click and drag the rows around to rearrange their order.
7. In Preferences, select if you want users to modify the tax rates or auto populate the associated tax rates.
   
8. Click Save.
   

To use Tax Rates

1. Click the  Invoices  tab.  In the  Invoice Home  page, click  + button .
   
2. In the New Invoice page, specify the customer and product details.
   
3. In the Product Details section, click the Edit icon beside Tax field.
   You will be able to edit the tax rate only if the modify tax rate option is checked.
   
4. In the pop-up that appears, add or modify the tax rates.
   
5. Click Apply.
   

Map Stage-Probability values

To map stage and probability values

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Customization > Modules and Fields
   
3. Click the More icon next to the Deals module and select Stage-Probablity Mapping.
   
   You can also select Stage-Probability Mapping by clicking the More icon next to the appropriate layout in the deals module
   
    or open the layout and click Settings > Stage Probability Mapping.
   
   
4. In the  Stage-Probability Mapping  page, do the following:
   
5. Select the layout from the drop-down list.
   

Customize Contact Roles

While prospecting, there is a need to contact different people (contacts) to finalize the sales deal. Contact Roles help in knowing the role of the contact in the prospective organization so you always have the right discussion with the right person. For instance, explaining details about the product price and discounts is always better with the Financial Manager whereas explaining product features should be discussed with the Product Manager.

Some of the contact roles such as, Decision Maker, Product Management, Purchasing and other roles are available. However, the contact roles can be customized according to specific business processes.

To customize contact role values

1. Log in to Zoho CRM with Administrator privileges.
   
2. Go to Setup > Customization > Modules and Fields.
   
3. Select the Deals module from the Modules list view.
   
4. Click the Module Settings icon and select Contact Roles. 
   
5. In the  Edit Contact Roles  page, do the following:
   
   • Click Add or Delete icons to add a new role or delete an existing role, as required.
     
   • Modify the existing roles from the Contact Role text box.
     
   • Click and drag the rows to sort their order as required.
     
6. Click Save after updating the contact roles.
   

To add contact roles to contacts

1. Click the Deals tab.
   
2. In the Deals Home page, select the required deal.
   
3. In the Deal Details page under Contact Roles section, a list of contacts associated with the deal are displayed. Click Add Contact Roles link.
   
4. In the Contact Roles Mapping page, Select the check box(es) of the contacts that you want to add.
   To associate all the contacts , select the select all check box.
    
5. For each contact select the role from the Contact Role drop-down list.
   
6. Click Save after associating roles to all the contacts.
   

Add Reporting Manager for Contacts

Managing any sales deal involves several rounds of discussions and multiple meetings with contacts. However, there can be instances when the primary contact person is either unavailable or unable to attend the meetings. Such unforeseen scenarios may sometimes lead to incessant delays in the sales processes. To avoid such situations, you can mention a reporting manager for the primary contact who can act as an alternate point of contact in the former's absence.

In Zoho CRM's Contacts module, you can assign a reporting manager to a contact using the "Reporting to" field. This field is a lookup field and you can view only the contacts that are associated to an account.

However, there are instances when the contact's will not be displayed in the Reporting to field, below are 2 examples highlighting the same:

• If the account name is changed then the contact's associated to that account will not be displayed anymore. For example, if account name ABC Corp is changed to Zylker Inc., then the contacts associated to ABC Corp will be removed from the reporting to field. 
  
• If the contact is transferred to another account the contact's name will be removed from the reporting to field. For example, if Matha Willis is moved from ABC Corp to Zylker Inc. her name will be removed from the contacts related to ABC Corp account. 
  

View Contact Hierarchy

You can view the direct reports of a contact and the overall reporting structure right within the related lists of a record in both Accounts and Contacts modules.

In Contacts module - A related list named "Reporting Contacts" is created that displays the direct reports and the reporting hierarchy structure of the contacts.

In Accounts module - You can view the contacts hierarchy from the "Contacts" related list.