Why am I unable to copy the custom field values that I created under the address section?
In Zoho CRM, only the values of the default field in the address section can be copied. The custom field values created under the address section cannot be copied. You need to manually enter these values.
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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.
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 ...
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 ...
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 ...