Customizing Fields
Field of Lookup
Cloudtool Technologies Pvt Ltd 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 ...
Working with global sets
Cloudtool Technologies Pvt Ltd 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 ...
Overview of global sets
Cloudtool Technologies Pvt Ltd 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 ...
Modifying Special Fields
Cloudtool Technologies Pvt Ltd 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 ...
Field Level Customization
Cloudtool Technologies Pvt Ltd 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 ...
Working with Custom Fields
Cloudtool Technologies Pvt Ltd 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 ...
Types of Custom Fields
Cloudtool Technologies Pvt Ltd 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, ...
Standard Modules & Fields
Cloudtool Technologies Pvt Ltd 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 ...