How can I set criteria for checkbox type fields?

How can I set criteria for checkbox type fields?

While using the checkbox type field to set a criteria, you need to specify the value as True (for the checkbox to be selected) or False (for checkbox to be unselected). For example, you want to create a custom view that lists out all the contacts whose Email Opt Out checkbox is selected. In that case, you should specify the criteria as Email Opt Out is True.

    • Related Articles

    • Including Opt-in Checkbox in Web Forms for Consent

      You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...

    • Working with Custom Fields

      In Zoho CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields: You can edit, delete and hide some of Zoho defined fields, but note ...

    • Types of Custom Fields

      In Zoho CRM, you can add different types of custom fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Zoho Defined Fields : You can edit, delete and hide some of Zoho ...

    • Can I change the data type for the custom field that I already created?

      No, you cannot change the data type for the custom field that you have already created. For example, if you create a currency custom field, you cannot change it to a text field.

    • Editing Criteria Patterns in Reports

      Edit Criteria Patterns Criteria Pattern Editor in the report help you to define advanced filters using simple logic like and / or. Note You can specify a maximum of 25 criteria in a report. To edit criteria patterns Click the Reports tab. From the ...