Standard Modules & Fields

The standard modules in Zoho CRM:

Leads	Accounts	Contacts
Deals	Campaigns	Forecasts
Cases	Solutions	Products
Price Books	Quotes	Reports
Invoices	Vendors	Purchase Order
Sales Orders	Tasks	Dashboards
Documents	Calls	Meetings

The following tables give the list of supported fields in the Zoho CRM Modules along with their description.

Leads

Field Name	Description	Data type	Maximum Limit
Lead Owner	Select the Zoho CRM user to whom the Lead is assigned.	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)
Email	Specify the email address of the lead.	Email	Alphanumeric and Special characters(100)
Secondary Email	Specify another email address of the lead.	Email	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 Zoho CRM account	Check box	-
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)
E-mail	Specify the official E-mail address of the account.	E-mail	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 Street City State Code Country	Specify the billing address of the account to send the quotes, invoices, and other agreements.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Shipping Address Street City State Code Country	Specify the shipping address of the account to deliver the shipment.	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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 Zoho CRM 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	-
Description	Specify any other details about contact.	Text area (long text)	32000 characters
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	-
Reporting To	Select the person to whom the contact reports	Lookup	-
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 Zoho 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)
Email	Specify the primary email address of the contact.	Email	Alphanumeric(100)
Secondary Email	Specify another email address of the contact.	Email	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 Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Other Address Street City State Zip Country	Specify the other address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)

Deals

Field Name	Description	Data type	Maximum Limit
Deal Owner	Select the name of the user to whom the deal is assigned.	Lookup
Deal Name*	Specify name of the deal. This field is mandatory.	Text box	Alphanumeric(120)
Account Name*	Select name of the account to which deal has to be created. This field is mandatory.	Lookup	-
Type	Select the type of deal (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 deal.	Lookup
Amount	Specify the amount that can be expected after closing the deal.	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 a deal.	Number
Expected Revenue	Calculated based on the Amount and Deal Stage that you specify.	Currency
Created By	Displays name of the user created the deal first time.	Date/Time	-
Modified By	Displays name of the user modified the deal.	Date/Time
Description	Specify any other details about deal.	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.	Pick List	-
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	-
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	-
Email	Specify the Email ID of the contact.	Email	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*	Enter your question. 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 Zoho CRM 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 From Range To Range Discount	Specify the Pricing details	From Range - Text box To Range - Text box Discount - Percent	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.	Pick List	-
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 Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Shipping Address Street City State Zip Country	Specify the shipping address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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 Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Shipping Address Street City State Zip Country	Specify the shipping address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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.	Pick List	-
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 Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Shipping Address Street City State Zip Country	Specify the shipping address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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)
E-mail	Specify the E-mail ID of the vendor	Email	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 Street City State Postal Code Country	Specify the address of the vendor	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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.	Pick List	-
Assigned To	Select the Zoho CRM 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 Street City State Zip Country	Specify the primary address of the contact.	Street - Text box City - Text box State - Text box Code - Text box Country- Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
Shipping Address Street City State Zip Country	Specify the shipping address of the contact (if any).	Street - Text box City - Text box State - Text box Code - Text box Country - Text box	Alphanumeric(250) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30) Alphanumeric(30)
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 priority of an event from the drop-down list.	Pick list	-
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

Meetings

Field Name	Description	Data type	Maximum Limit
Meeting 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 date and time. This field is mandatory.	Pick List
Call Duration	Specify the duration of the call. This field is mandatory.	Integer
Description	Specify the details about the call	Text area (long text)	32000 characters
Call Result	Enter the call result	Text

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