Customizing Fields
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 ...
Examples of Formula Field
Formula Fields can be complicated sometimes. So, here are examples that will help you understand the usage of these types of fields in Zoho CRM. IF ELSE Statement Example: If field name contains 'Golf Only 1 Meal', then return 265 ; Else if field ...
Data types in Formula Fields
Data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, return value or the ...
Functions in Formula Fields
Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho CRM formula type custom field supports four different ...
Creating Formula Fields
Formula fields are used to calculate different types of values, including numeric values, text values, date values, etc. Formula fields and their resulting return value have certain data types associated with them and there are specific operators ...
Building Formula Fields
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine, if the provided date of ...
Modifying Special Fields
Some fields in Zoho CRM are not common to all modules, they are available and applicable only for particular modules depending on the purpose they serve. These fields are termed as special fields. The list of special fields in CRM are: Terms & ...
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 ...
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 ...
Fields List Page
The Fields section of a module in Zoho CRM presents details of fields in the selected module. The Fields section has two sub sections - Field listing and Fields Permission. As the name suggests, the Field Listing section enables you to view the ...
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 ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Zoho CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules and are ...