Revamped Setup Page 2023: Transition guide
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 ...
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, ...