Are the picklist field values specific to profiles?
The picklist field values accessible to a user depend on the layout permission for the user. For example, if a module has 3 layouts with 5 different values each for a picklist field and a user has access only to two layouts, he/she will have access only to 10 picklist values.
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Tracking History of Picklist Values
In every business it is very important to keep track of the updates so that you don't miss out any vital information. Say for example, in sales it's crucial to track the "deal stage" or "lead status" to get an idea of the entire progress or traversal ...
How can I change the picklist values?
You can change the picklist values in these ways: Edit the values - When you edit the value(s), they are not automatically updated in the records where they are used. You need to individually select the records and update the picklist field. Replace ...
Social Profiles
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Auto-update multiple fields with same values.
When you consider the data that you add in Zoho CRM, many a time you may want to enter the same value for two different fields in a record. Some of these scenarios are as follows : If the customer only has one phone number, the information in the ...
Does marking a field as PHI (Personal Health Information) automatically encrypt it?
No, marking a field as PHI only enables the system to identify that the values present in it contain personal health information of an individual. As an additional layer of security, these fields can be encrypted separately. While this isn't ...