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Examples of Formula Field
Cloudtool Technologies Pvt Ltd 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 ...
Creating Formula Fields
Cloudtool Technologies Pvt Ltd 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 ...
Building Formula Fields
Cloudtool Technologies Pvt Ltd 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 ...
Tracking History of Picklist Values
Cloudtool Technologies Pvt Ltd 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 ...
Color Coding of Picklist Values
Cloudtool Technologies Pvt Ltd Picklists are convenient and functional, as they convey the current state of the record.For example, the lead status or the current stage of the deal, etc., can be easily distinguished and monitored. Furthermore, to ...
Popular Articles
Revamped Setup Page 2023: Transition guide
Cloudtool Technologies Pvt Ltd Overview We're excited about the recent revamp of Zoho CRM's setup page, a change aimed at enhancing your user experience. This document serves as a quick guide to help you navigate the updated features and layout, ...
Keyboard shortcuts in Zoho CRM
Cloudtool Technologies Pvt Ltd Keyboard shortcuts are combinations of key presses that perform specific actions or functions within a system, allowing you to execute commands quickly and efficiently. Instead of using a mouse to navigate menus and ...
Understanding zoho one mobile-s directory
Cloudtool Technologies Pvt Ltd You can use the mobile app to access Directory, Zoho One's admin panel. Directory is where you can monitor your organization. Through single sign-on (SSO) and multi-factor authentication (MFA), you can manage users, ...
Introduction to Zoho CRM
Cloudtool Technologies Pvt Ltd What is CRM? Customer Relationship Management (CRM) can be defined in many ways depending on what an individual intends to achieve. For some, it is the strategy to identify, understand, manage, and cater to the business ...
Data Security Types
Cloudtool Technologies Pvt Ltd Data Security Types - An Overview Managing the complexities of security administration is one of the growing concerns in any enterprise, especially those open to e-commerce or with large networks. In such demanding ...