Customizing Fields
Field of Lookup
Overview Lookup fields enable users to associate records between two modules. Let's say, for example, you have two modules: Students and Courses. By adding a lookup field called Course type in the Students module, users can select a course when a new ...
Lookup Filters
Some of the features are available only to specific customers. Overview Lookup filters in Zoho CRM help streamline data selection by ensuring users can only choose relevant records when associating data across modules. This reduces the risk of errors ...
Working with global sets
Global sets in Zoho CRM help you easily manage picklist values that recur across modules. For an overview of this feature, see Overview of global sets. Where can I find global sets? Users with the requisite permissions in their profiles will be able ...
Overview of global sets
Use global sets to manage picklist values that are common across modules. You may have picklists in your CRM system that have the same set of values. Normally, you would have to create and maintain a copy of this set of values separately for each ...
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 ...
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 & ...
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 ...
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 ...
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 ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
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 ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...